All Terrain Financial Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $589K | Sell |
2,002
-552
| -22% | -$168K | 0.14% | 79 |
|
|
2025
Q4 | $823K | Sell |
2,554
-2,476
| -49% | -$767K | 0.19% | 71 |
|
|
2025
Q3 | $1.59M | Sell |
5,030
-506
| -9% | -$150K | 0.4% | 50 |
|
|
2025
Q2 | $1.6M | Buy |
5,536
+11
| +0.2% | +$2.81K | 0.46% | 36 |
|
|
2025
Q1 | $1.36M | Sell |
5,525
-9,997
| -64% | -$2.55M | 0.43% | 41 |
|
|
2024
Q4 | $3.72M | Buy |
15,522
+176
| +1% | +$41K | 1.22% | 19 |
|
|
2024
Q3 | $3.24M | Sell |
15,346
-7
| -0% | -$1.47K | 1.19% | 23 |
|
|
2024
Q2 | $3.11M | Buy |
15,353
+76
| +0.5% | +$14.9K | 1.23% | 23 |
|
|
2024
Q1 | $3.06M | Sell |
15,277
-427
| -3% | -$77K | 1.2% | 21 |
|
|
2023
Q4 | $2.67M | Buy |
15,704
+157
| +1% | +$23.8K | 1.01% | 25 |
|
|
2023
Q3 | $2.25M | Buy |
15,547
+494
| +3% | +$74.1K | 0.95% | 27 |
|
|
2023
Q2 | $2.19M | Buy |
15,053
+320
| +2% | +$44K | 0.83% | 28 |
|
|
2023
Q1 | $1.92M | Sell |
14,733
-878
| -6% | -$120K | 0.79% | 29 |
|
|
2022
Q4 | $2.09M | Buy |
15,611
+147
| +1% | +$18.6K | 0.92% | 28 |
|
|
2022
Q3 | $1.62M | Buy |
15,464
+2,822
| +22% | +$324K | 0.7% | 28 |
|
|
2022
Q2 | $1.42M | Buy |
12,642
+1,947
| +18% | +$241K | 0.61% | 34 |
|
|
2022
Q1 | $1.46M | Sell |
10,695
-301
| -3% | -$44.4K | 0.59% | 35 |
|
|
2021
Q4 | $1.74M | Sell |
10,996
-225
| -2% | -$37K | 0.71% | 31 |
|
|
2021
Q3 | $1.84M | Buy |
11,221
+248
| +2% | +$38.9K | 0.8% | 31 |
|
|
2021
Q2 | $1.71M | Buy |
10,973
+9,738
| +789% | +$1.53M | 0.78% | 33 |
|
|
2021
Q1 | $188K | Buy |
+1,235
| New | +$178K | 0.09% | 79 |
|
|
2020
Q2 | – | Sell |
-2,762
| Closed | -$249K | – | 134 |
|
|
2020
Q1 | $249K | Buy |
2,762
+33
| +1% | +$4.01K | 0.1% | 105 |
|
|
2019
Q4 | $380K | Sell |
2,729
-13
| -0.5% | -$1.67K | 0.12% | 96 |
|
|
2019
Q3 | $323K | Buy |
2,742
+2
| +0.1% | +$226 | 0.11% | 107 |
|
|
2019
Q2 | $306K | Sell |
2,740
-1,040
| -28% | -$115K | 0.1% | 111 |
|
|
2019
Q1 | $383K | Buy |
3,780
+61
| +2% | +$6.28K | 0.13% | 98 |
|
|
2018
Q4 | $363K | Buy |
3,719
+141
| +4% | +$15K | 0.14% | 89 |
|
|
2018
Q3 | $404K | Sell |
3,578
-390
| -10% | -$44.3K | 0.17% | 91 |
|
|
2018
Q2 | $413K | Buy |
3,968
+130
| +3% | +$14.3K | 0.18% | 90 |
|
|
2018
Q1 | $422K | Buy |
3,838
+1,720
| +81% | +$195K | 0.19% | 88 |
|
|
2017
Q4 | $226K | Buy |
+2,118
| New | +$214K | 0.1% | 154 |
|
Other funds holding JPM
VCM
VPM
All Terrain Financial Advisors's JPM Position: Q1 2026 in Review
All Terrain Financial Advisors reduced its JPMorgan Chase (JPM) stake by 22% in Q1 2026, selling an estimated $168K and leaving 2,002 shares worth $589K. The position accounts for 0.14% of the portfolio, ranked #79.
All Terrain Financial Advisors first reported a position in JPM in Q4 2017 and has held it in 31 quarters since. The position peaked at $3.72M in Q4 2024. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- All Terrain Financial Advisors held 2,002 shares of JPMorgan Chase worth $589K as of Q1 2026.
- All Terrain Financial Advisors sold 552 JPMorgan Chase shares in Q1 2026, an estimated $168K.
- JPMorgan Chase made up 0.14% of All Terrain Financial Advisors's portfolio in Q1 2026, its #79 holding.
- All Terrain Financial Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 31 quarters since.
- All Terrain Financial Advisors's JPMorgan Chase position peaked at $3.72M in Q4 2024.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.