5th Street Advisors’s JPMorgan Chase JPM Stock Holding History

5th Street Advisors’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.17M	Sell	7,362 -39	-0.5%	-$11.8K	0.93%	25
2025 Q4	$2.38M	Buy	+7,401	New	+$2.29M	1.11%	22
2025 Q3	–	Sell	-6,111	Closed	-$1.77M	–	27
2025 Q2	$1.77M	Sell	6,111 -961	-14%	-$245K	0.88%	25
2025 Q1	$1.73M	Buy	7,072 +1,154	+19%	+$294K	0.84%	26
2024 Q4	$1.42M	Sell	5,918 -1,140	-16%	-$266K	0.74%	21
2024 Q3	$1.49M	Buy	7,058 +1,140	+19%	+$240K	0.72%	21
2024 Q2	$1.2M	Hold	5,918	–	–	0.62%	21
2024 Q1	$1.19M	Hold	5,918	–	–	0.67%	21
2023 Q4	$1.01M	Buy	5,918 +174	+3%	+$26.4K	0.62%	17
2023 Q3	$833K	Sell	5,744 -1,069	-16%	-$160K	0.55%	17
2023 Q2	$991K	Buy	6,813 +1,180	+21%	+$162K	0.71%	14
2023 Q1	$734K	Buy	5,633 +41	+0.7%	+$5.62K	0.57%	14
2022 Q4	$750K	Buy	5,592 +43	+0.8%	+$5.45K	0.75%	13
2022 Q3	$580K	Buy	5,549 +49	+0.9%	+$5.62K	0.61%	12
2022 Q2	$619K	Sell	5,500 -20	-0.4%	-$2.48K	0.65%	13
2022 Q1	$752K	Buy	5,520 +20	+0.4%	+$2.95K	0.8%	11
2021 Q4	$871K	Buy	+5,500	New	+$903K	0.83%	10

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

5th Street Advisors's JPM Position: Q1 2026 in Review

5th Street Advisors reduced its JPMorgan Chase (JPM) stake by 0.53% in Q1 2026, selling an estimated $11.8K and leaving 7,362 shares worth $2.17M. The position accounts for 0.93% of the portfolio, ranked #25.

5th Street Advisors first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.38M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

5th Street Advisors held 7,362 shares of JPMorgan Chase worth $2.17M as of Q1 2026.
5th Street Advisors sold 39 JPMorgan Chase shares in Q1 2026, an estimated $11.8K.
JPMorgan Chase made up 0.93% of 5th Street Advisors's portfolio in Q1 2026, its #25 holding.
5th Street Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
5th Street Advisors's JPMorgan Chase position peaked at $2.38M in Q4 2025.
5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on 5th Street Advisors's 13F filing for Q1 2026, filed 5 May 2026.