AJ Advisors’s JPMorgan Chase JPM Stock Holding History

AJ Advisors’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	$1.4M	Sell	4,769 -374	-7%	-$114K	0.52%	14
2025 Q4	$1.66M	Sell	5,143 -304	-6%	-$94.1K	0.61%	15
2025 Q3	$1.72M	Sell	5,447 -854	-14%	-$254K	0.7%	16
2025 Q2	$1.83M	Sell	6,301 -640	-9%	-$163K	0.81%	15
2025 Q1	$1.7M	Buy	6,941 +10	+0.1%	+$2.55K	0.87%	12
2024 Q4	$1.66M	Sell	6,931 -246	-3%	-$57.3K	0.86%	12
2024 Q3	$1.51M	Buy	7,177 +26	+0.4%	+$5.48K	0.78%	14
2024 Q2	$1.45M	Sell	7,151 -2,728	-28%	-$533K	0.8%	14
2024 Q1	$1.98M	Sell	9,879 -22	-0.2%	-$3.97K	1.09%	12
2023 Q4	$1.68M	Buy	9,901 +5,844	+144%	+$886K	1.04%	13
2023 Q3	$588K	Buy	4,057 +2,523	+164%	+$378K	0.44%	15
2023 Q2	$223K	Buy	+1,534	New	+$211K	0.16%	32
2023 Q1	–	Sell	-1,776	Closed	-$238K	–	39
2022 Q4	$238K	Buy	+1,776	New	+$225K	0.19%	33

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

AJ Advisors's JPM Position: Q1 2026 in Review

AJ Advisors reduced its JPMorgan Chase (JPM) stake by 7.3% in Q1 2026, selling an estimated $114K and leaving 4,769 shares worth $1.4M. The position accounts for 0.52% of the portfolio, ranked #14.

AJ Advisors first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.98M in Q1 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

AJ Advisors held 4,769 shares of JPMorgan Chase worth $1.4M as of Q1 2026.
AJ Advisors sold 374 JPMorgan Chase shares in Q1 2026, an estimated $114K.
JPMorgan Chase made up 0.52% of AJ Advisors's portfolio in Q1 2026, its #14 holding.
AJ Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
AJ Advisors's JPMorgan Chase position peaked at $1.98M in Q1 2024.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on AJ Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.