AFM
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Abbot Financial Management’s JPMorgan Chase JPM Stock Holding History

Abbot Financial Management’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
2020
Q4 		– Sell
-400
Closed -$24K – 140
2020
Q3 		$24K Sell
400
-200
-33% -$19.6K 0.02% 127
2020
Q2 		$35K Hold
600
– – 0.02% 125
2020
Q1 		$35K Buy
+600
New +$72.9K 0.03% 117

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Abbot Financial Management's JPM Position: Q1 2026 in Review

Abbot Financial Management reduced its JPMorgan Chase (JPM) stake by 0.43% in Q1 2026, selling an estimated $40.7K and leaving 30,750 shares worth $9.05M. The position accounts for 3.78% of the portfolio, ranked #5.

Abbot Financial Management first reported a position in JPM in Q2 2017 and has held it in 36 quarters since. The position peaked at $9.95M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Abbot Financial Management held 30,750 shares of JPMorgan Chase worth $9.05M as of Q1 2026.
  • Abbot Financial Management sold 134 JPMorgan Chase shares in Q1 2026, an estimated $40.7K.
  • JPMorgan Chase made up 3.78% of Abbot Financial Management's portfolio in Q1 2026, its #5 holding.
  • Abbot Financial Management first reported a position in JPMorgan Chase in Q2 2017 and has held it in 36 quarters since.
  • Abbot Financial Management's JPMorgan Chase position peaked at $9.95M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.