Allie Family Office’s JPMorgan Chase JPM Stock Holding History

Allie Family Office’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	$527K	Buy	1,791 +100	+6%	+$30.3K	0.23%	53
2025 Q4	$545K	Hold	1,691	–	–	0.25%	56
2025 Q3	$533K	Hold	1,691	–	–	0.25%	54
2025 Q2	$490K	Hold	1,691	–	–	0.24%	51
2025 Q1	$415K	Sell	1,691 -3,850	-69%	-$982K	0.23%	59
2024 Q4	$1.33M	Hold	5,541	–	–	0.74%	24
2024 Q3	$1.17M	Hold	5,541	–	–	0.63%	25
2024 Q2	$1.12M	Hold	5,541	–	–	0.67%	26
2024 Q1	$1.11M	Hold	5,541	–	–	0.65%	28
2023 Q4	$943K	Hold	5,541	–	–	0.65%	23
2023 Q3	$804K	Hold	5,541	–	–	0.65%	22
2023 Q2	$806K	Hold	5,541	–	–	0.58%	26
2023 Q1	$722K	Hold	5,541	–	–	0.54%	31
2022 Q4	$743K	Hold	5,541	–	–	0.61%	25
2022 Q3	$579K	Hold	5,541	–	–	0.5%	32
2022 Q2	$624K	Buy	5,541 +1,691	+44%	+$210K	0.51%	32
2022 Q1	$525K	Buy	+3,850	New	+$568K	0.4%	40

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

Allie Family Office's JPM Position: Q1 2026 in Review

Allie Family Office increased its JPMorgan Chase (JPM) stake by 5.9% in Q1 2026, buying an estimated $30.3K and bringing the position to 1,791 shares worth $527K. The position accounts for 0.23% of the portfolio, ranked #53.

Allie Family Office first reported a position in JPM in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.33M in Q4 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Allie Family Office held 1,791 shares of JPMorgan Chase worth $527K as of Q1 2026.
Allie Family Office bought 100 JPMorgan Chase shares in Q1 2026, an estimated $30.3K.
JPMorgan Chase made up 0.23% of Allie Family Office's portfolio in Q1 2026, its #53 holding.
Allie Family Office first reported a position in JPMorgan Chase in Q1 2022 and has held it in 17 quarters since.
Allie Family Office's JPMorgan Chase position peaked at $1.33M in Q4 2024.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.