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Advance Capital Management’s JPMorgan Chase JPM Stock Holding History

Advance Capital 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
2026
Q1 		$1.12M Sell
3,823
-106
-3% -$32.2K 0.04% 57
2025
Q4 		$1.27M Sell
3,929
-74
-2% -$22.9K 0.05% 53
2025
Q3 		$1.26M Buy
4,003
+199
+5% +$59.2K 0.05% 54
2025
Q2 		$1.1M Sell
3,804
-52
-1% -$13.3K 0.05% 55
2025
Q1 		$946K Buy
3,856
+174
+5% +$44.4K 0.05% 57
2024
Q4 		$883K Sell
3,682
-50
-1% -$11.6K 0.04% 59
2024
Q3 		$787K Buy
3,732
+257
+7% +$54.1K 0.03% 65
2024
Q2 		$703K Buy
3,475
+47
+1% +$9.19K 0.03% 67
2024
Q1 		$687K Buy
3,428
+48
+1% +$8.66K 0.05% 66
2023
Q4 		$575K Buy
3,380
+20
+0.6% +$3.03K 0.05% 59
2023
Q3 		$487K Buy
3,360
+71
+2% +$10.6K 0.05% 66
2023
Q2 		$478K Buy
3,289
+390
+13% +$53.6K 0.05% 62
2023
Q1 		$378K Buy
2,899
+125
+5% +$17.1K 0.07% 68
2022
Q4 		$372K Buy
2,774
+6
+0.2% +$760 0.05% 65
2022
Q3 		$289K Buy
2,768
+205
+8% +$23.5K 0.04% 67
2022
Q2 		$289K Buy
2,563
+204
+9% +$25.3K 0.03% 63
2022
Q1 		$322K Buy
2,359
+3
+0.1% +$443 0.04% 58
2021
Q4 		$373K Buy
+2,356
New +$387K 0.08% 55

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

Advance Capital Management's JPM Position: Q1 2026 in Review

Advance Capital Management reduced its JPMorgan Chase (JPM) stake by 2.7% in Q1 2026, selling an estimated $32.2K and leaving 3,823 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #57.

Advance Capital Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.27M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Advance Capital Management held 3,823 shares of JPMorgan Chase worth $1.12M as of Q1 2026.
  • Advance Capital Management sold 106 JPMorgan Chase shares in Q1 2026, an estimated $32.2K.
  • JPMorgan Chase made up 0.04% of Advance Capital Management's portfolio in Q1 2026, its #57 holding.
  • Advance Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's JPMorgan Chase position peaked at $1.27M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.