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Abundance Wealth Counselors’s JPMorgan Chase JPM Stock Holding History

Abundance Wealth Counselors’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 		$4.17M Buy
14,170
+1,060
+8% +$322K 0.6% 22
2025
Q4 		$4.22M Buy
13,110
+75
+0.6% +$23.2K 0.71% 22
2025
Q3 		$4.11M Sell
13,035
-1,060
-8% -$315K 0.7% 24
2025
Q2 		$3.97M Sell
14,095
-18
-0.1% -$4.59K 0.74% 23
2025
Q1 		$3.4M Buy
14,113
+345
+3% +$88K 0.71% 24
2024
Q4 		$3.3M Buy
13,768
+56
+0.4% +$13K 0.72% 20
2024
Q3 		$2.89M Sell
13,712
-598
-4% -$126K 0.6% 22
2024
Q2 		$2.89M Sell
14,310
-1,547
-10% -$302K 1.33% 12
2024
Q1 		$3.18M Sell
15,857
-65
-0.4% -$11.7K 0.73% 21
2023
Q4 		$2.71M Sell
15,922
-11
-0.1% -$1.67K 0.7% 23
2023
Q3 		$2.31M Sell
15,933
-806
-5% -$121K 0.66% 23
2023
Q2 		$2.44M Buy
16,739
+207
+1% +$28.5K 1.26% 12
2023
Q1 		$2.15M Sell
16,532
-20
-0.1% -$2.74K 0.54% 27
2022
Q4 		$2.22M Buy
16,552
+441
+3% +$55.9K 0.6% 26
2022
Q3 		$1.68M Buy
16,111
+5
+0% +$574 0.48% 29
2022
Q2 		$1.81M Buy
16,106
+314
+2% +$38.9K 0.49% 28
2022
Q1 		$2.15M Buy
15,792
+1,964
+14% +$290K 0.58% 22
2021
Q4 		$2.19M Buy
13,828
+324
+2% +$53.2K 0.56% 21
2021
Q3 		$2.21M Buy
13,504
+119
+0.9% +$18.7K 1.29% 9
2021
Q2 		$2.08M Buy
13,385
+592
+5% +$93K 0.54% 16
2021
Q1 		$1.95M Buy
12,793
+621
+5% +$89.3K 0.48% 16
2020
Q4 		$1.55M Sell
12,172
-521
-4% -$58.2K 0.39% 18
2020
Q3 		$1.22M Buy
12,693
+1,653
+15% +$162K 0.35% 21
2020
Q2 		$1.04M Buy
11,040
+7,144
+183% +$678K 0.32% 22
2020
Q1 		$351K Buy
3,896
+620
+19% +$75.3K 0.12% 21
2019
Q4 		$457K Hold
3,276
– – 0.13% 19
2019
Q3 		$386K Buy
3,276
+900
+38% +$102K 0.12% 20
2019
Q2 		$266K Buy
+2,376
New +$262K 0.08% 22

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

Abundance Wealth Counselors's JPM Position: Q1 2026 in Review

Abundance Wealth Counselors increased its JPMorgan Chase (JPM) stake by 8.1% in Q1 2026, buying an estimated $322K and bringing the position to 14,170 shares worth $4.17M. The position accounts for 0.6% of the portfolio, ranked #22.

Abundance Wealth Counselors first reported a position in JPM in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.22M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Abundance Wealth Counselors held 14,170 shares of JPMorgan Chase worth $4.17M as of Q1 2026.
  • Abundance Wealth Counselors bought 1,060 JPMorgan Chase shares in Q1 2026, an estimated $322K.
  • JPMorgan Chase made up 0.6% of Abundance Wealth Counselors's portfolio in Q1 2026, its #22 holding.
  • Abundance Wealth Counselors first reported a position in JPMorgan Chase in Q2 2019 and has held it in 28 quarters since.
  • Abundance Wealth Counselors's JPMorgan Chase position peaked at $4.22M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.