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Allium Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Allium 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
2026
Q1 		$811K Hold
2,758
– – 0.65% 30
2025
Q4 		$889K Sell
2,758
-266
-9% -$82.4K 0.7% 27
2025
Q3 		$954K Sell
3,024
-3
-0.1% -$892 0.79% 25
2025
Q2 		$878K Sell
3,027
-30
-1% -$7.66K 0.76% 25
2025
Q1 		$750K Buy
+3,057
New +$779K 0.68% 25

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

Allium Financial Advisors's JPM Position: Q1 2026 in Review

Allium Financial Advisors held its JPMorgan Chase (JPM) position steady in Q1 2026 at 2,758 shares worth $811K. The position accounts for 0.65% of the portfolio, ranked #30.

Allium Financial Advisors first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $954K in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Allium Financial Advisors held 2,758 shares of JPMorgan Chase worth $811K as of Q1 2026.
  • Allium Financial Advisors left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.65% of Allium Financial Advisors's portfolio in Q1 2026, its #30 holding.
  • Allium Financial Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's JPMorgan Chase position peaked at $954K in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.