Advisors Preferred’s JPMorgan Chase JPM Stock Holding History

Advisors Preferred’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	$3.68M	Hold	12,500	–	–	0.54%	43
2025 Q4	$4.07M	Hold	12,500	–	–	0.66%	42
2025 Q3	$3.88M	Hold	12,500	–	–	0.57%	38
2025 Q2	$3.63M	Hold	12,500	–	–	0.6%	38
2025 Q1	$3.05M	Buy	+12,500	New	+$3.19M	0.41%	50
2019 Q3	–	Sell	-117	Closed	-$13K	–	256
2019 Q2	$13K	Buy	+117	New	+$12.9K	﹤0.01%	206
2016 Q2	–	Sell	-1,020	Closed	-$60K	–	265
2016 Q1	$60K	Buy	1,020 +236	+30%	+$13.8K	0.03%	81
2015 Q4	$52K	Buy	+784	New	+$51.1K	0.03%	87
2015 Q1	–	Sell	-550	Closed	-$34.4K	–	310
2014 Q4	$34.4K	Buy	+550	New	+$33.1K	0.02%	234

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisors Preferred's JPM Position: Q1 2026 in Review

Advisors Preferred held its JPMorgan Chase (JPM) position steady in Q1 2026 at 12,500 shares worth $3.68M. The position accounts for 0.54% of the portfolio, ranked #43.

Advisors Preferred first reported a position in JPM in Q4 2014 and has held it in 9 quarters since. The position peaked at $4.07M in Q4 2025. 5,050 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Advisors Preferred held 12,500 shares of JPMorgan Chase worth $3.68M as of Q1 2026.
Advisors Preferred left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.54% of Advisors Preferred's portfolio in Q1 2026, its #43 holding.
Advisors Preferred first reported a position in JPMorgan Chase in Q4 2014 and has held it in 9 quarters since.
Advisors Preferred's JPMorgan Chase position peaked at $4.07M in Q4 2025.
5,050 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.