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Advyzon Investment Management’s JPMorgan Chase JPM Stock Holding History

Advyzon Investment 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 		$5.24M Buy
17,802
+2,147
+14% +$652K 0.47% 48
2025
Q4 		$5.04M Buy
15,655
+7,161
+84% +$2.22M 0.59% 37
2025
Q3 		$2.68M Buy
8,494
+1,768
+26% +$526K 0.46% 47
2025
Q2 		$1.95M Buy
6,726
+2,336
+53% +$596K 0.43% 49
2025
Q1 		$1.08M Sell
4,390
-208
-5% -$53K 0.38% 52
2024
Q4 		$1.1M Buy
+4,598
New +$1.07M 0.43% 42

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

Advyzon Investment Management's JPM Position: Q1 2026 in Review

Advyzon Investment Management increased its JPMorgan Chase (JPM) stake by 14% in Q1 2026, buying an estimated $652K and bringing the position to 17,802 shares worth $5.24M. The position accounts for 0.47% of the portfolio, ranked #48.

Advyzon Investment Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Advyzon Investment Management held 17,802 shares of JPMorgan Chase worth $5.24M as of Q1 2026.
  • Advyzon Investment Management bought 2,147 JPMorgan Chase shares in Q1 2026, an estimated $652K.
  • JPMorgan Chase made up 0.47% of Advyzon Investment Management's portfolio in Q1 2026, its #48 holding.
  • Advyzon Investment Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.