ABLE Financial Group’s JPMorgan Chase JPM Stock Holding History

ABLE Financial Group’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	$2.02M	Sell	6,880 -402	-6%	-$122K	0.4%	61
2025 Q4	$2.35M	Sell	7,282 -345	-5%	-$107K	0.48%	49
2025 Q3	$2.41M	Buy	7,627 +51	+0.7%	+$15.2K	0.52%	43
2025 Q2	$2.2M	Sell	7,576 -378	-5%	-$96.5K	0.53%	45
2025 Q1	$1.95M	Sell	7,954 -103	-1%	-$26.3K	0.55%	39
2024 Q4	$1.93M	Buy	8,057 +24	+0.3%	+$5.59K	0.57%	40
2024 Q3	$1.69M	Buy	8,033 +10	+0.1%	+$2.11K	0.52%	38
2024 Q2	$1.62M	Buy	8,023 +1,828	+30%	+$357K	0.59%	36
2024 Q1	$1.24M	Buy	6,195 +1,004	+19%	+$181K	0.49%	41
2023 Q4	$883K	Sell	5,191 -17	-0.3%	-$2.58K	0.38%	49
2023 Q3	$755K	Sell	5,208 -204	-4%	-$30.6K	0.38%	50
2023 Q2	$787K	Buy	5,412 +804	+17%	+$111K	0.41%	50
2023 Q1	$600K	Buy	+4,608	New	+$631K	0.39%	52

Other funds holding JPM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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 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