AF
JPM icon

Abound Financial’s JPMorgan Chase JPM Stock Holding History

Abound Financial’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 		$116K Buy
395
+1
+0.3% +$303 0.05% 77
2025
Q4 		$127K Buy
+394
New +$122K 0.05% 74
2025
Q2 		– Sell
-440
Closed -$108K – 163
2025
Q1 		$108K Buy
+440
New +$112K 0.05% 89

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

Abound Financial's JPM Position: Q1 2026 in Review

Abound Financial increased its JPMorgan Chase (JPM) stake by 0.25% in Q1 2026, buying an estimated $303 and bringing the position to 395 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #77.

Abound Financial first reported a position in JPM in Q1 2025 and has held it in 3 quarters since. The position peaked at $127K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Abound Financial held 395 shares of JPMorgan Chase worth $116K as of Q1 2026.
  • Abound Financial bought 1 JPMorgan Chase share in Q1 2026, an estimated $303.
  • JPMorgan Chase made up 0.05% of Abound Financial's portfolio in Q1 2026, its #77 holding.
  • Abound Financial first reported a position in JPMorgan Chase in Q1 2025 and has held it in 3 quarters since.
  • Abound Financial's JPMorgan Chase position peaked at $127K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.