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Advisory Alpha’s JPMorgan Chase JPM Stock Holding History

Advisory Alpha’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 		$3.99M Buy
13,566
+161
+1% +$48.9K 0.11% 88
2025
Q4 		$4.32M Buy
13,405
+602
+5% +$186K 0.12% 82
2025
Q3 		$3.94M Sell
12,803
-241
-2% -$71.7K 0.11% 84
2025
Q2 		$3.78M Buy
13,044
+236
+2% +$60.2K 0.12% 85
2025
Q1 		$3.14M Buy
12,808
+922
+8% +$235K 0.11% 88
2024
Q4 		$2.85M Buy
11,886
+4
+0% +$932 0.1% 86
2024
Q3 		$2.51M Buy
11,882
+730
+7% +$154K 0.09% 89
2024
Q2 		$2.26M Buy
11,152
+1,112
+11% +$217K 0.09% 96
2024
Q1 		$2.01M Buy
10,040
+367
+4% +$66.2K 0.08% 113
2023
Q4 		$1.65M Buy
9,673
+2,728
+39% +$413K 0.08% 115
2023
Q3 		$1.01M Buy
6,945
+996
+17% +$149K 0.05% 138
2023
Q2 		$865K Buy
5,949
+2,687
+82% +$370K 0.04% 168
2023
Q1 		$425K Buy
3,262
+501
+18% +$68.6K 0.03% 196
2022
Q4 		$370K Sell
2,761
-55
-2% -$6.97K 0.03% 186
2022
Q3 		$294K Sell
2,816
-1,314
-32% -$151K 0.02% 203
2022
Q2 		$465K Sell
4,130
-284
-6% -$35.2K 0.04% 165
2022
Q1 		$602K Sell
4,414
-286
-6% -$42.2K 0.04% 158
2021
Q4 		$744K Buy
4,700
+1,495
+47% +$246K 0.04% 142
2021
Q3 		$525K Buy
3,205
+588
+22% +$92.2K 0.04% 157
2021
Q2 		$407K Buy
2,617
+214
+9% +$33.6K 0.03% 135
2021
Q1 		$366K Buy
2,403
+694
+41% +$99.8K 0.04% 122
2020
Q4 		$217K Buy
1,709
+138
+9% +$15.4K 0.04% 100
2020
Q3 		$157K Buy
+1,571
New +$154K 0.03% 108
2020
Q2 		– Sell
-1,647
Closed -$147K – 368
2020
Q1 		$147K Buy
1,647
+364
+28% +$44.2K 0.04% 116
2019
Q4 		$176K Sell
1,283
-18
-1% -$2.31K 0.04% 145
2019
Q3 		$147K Buy
+1,301
New +$147K 0.04% 139
2019
Q2 		– Sell
-1,457
Closed -$164K – 391
2019
Q1 		$164K Buy
+1,457
New +$150K 0.06% 125

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

Advisory Alpha's JPM Position: Q1 2026 in Review

Advisory Alpha increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, buying an estimated $48.9K and bringing the position to 13,566 shares worth $3.99M. The position accounts for 0.11% of the portfolio, ranked #88.

Advisory Alpha first reported a position in JPM in Q1 2019 and has held it in 27 quarters since. The position peaked at $4.32M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Advisory Alpha held 13,566 shares of JPMorgan Chase worth $3.99M as of Q1 2026.
  • Advisory Alpha bought 161 JPMorgan Chase shares in Q1 2026, an estimated $48.9K.
  • JPMorgan Chase made up 0.11% of Advisory Alpha's portfolio in Q1 2026, its #88 holding.
  • Advisory Alpha first reported a position in JPMorgan Chase in Q1 2019 and has held it in 27 quarters since.
  • Advisory Alpha's JPMorgan Chase position peaked at $4.32M in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.