All Terrain Financial Advisors’s JPMorgan Chase JPM Stock Holding History

All Terrain Financial 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
2021 Q4	–	Sell	-100	Closed	-$16K	–	87
2021 Q3	$16K	Hold	100	–	–	0.01%	84
2021 Q2	$16K	Hold	100	–	–	0.01%	90
2021 Q1	$15K	Buy	+100	New	+$14.4K	0.01%	83
2019 Q1	–	Sell	-3,200	Closed	-$312K	–	257
2018 Q4	$312K	Buy	3,200 +100	+3%	+$10.7K	0.12%	100
2018 Q3	$350K	Sell	3,100 -3,800	-55%	-$431K	0.14%	109
2018 Q2	$719K	Buy	6,900 +1,800	+35%	+$197K	0.32%	59
2018 Q1	$561K	Buy	5,100 +1,600	+46%	+$181K	0.26%	76
2017 Q4	$374K	Buy	+3,500	New	+$354K	0.17%	95

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

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. 5,054 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.
5,054 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.