AF
JPM icon

Allworth Financial’s JPMorgan Chase JPM Stock Holding History

Allworth Financial’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 		– Hold
0
– – – 1107
2025
Q4 		– Hold
0
– – – 1039
2025
Q3 		– Hold
0
– – – 1004

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

Allworth Financial's JPM Position: Q1 2026 in Review

Allworth Financial reduced its JPMorgan Chase (JPM) stake by 0% in Q1 2026, selling an estimated $5.77K and leaving 411,708 shares worth $121M. The position accounts for 0.49% of the portfolio, ranked #32.

Allworth Financial first reported a position in JPM in Q1 2015 and has held it in 45 quarters since. The position peaked at $133M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Allworth Financial held 411,708 shares of JPMorgan Chase worth $121M as of Q1 2026.
  • Allworth Financial sold 19 JPMorgan Chase shares in Q1 2026, an estimated $5.77K.
  • JPMorgan Chase made up 0.49% of Allworth Financial's portfolio in Q1 2026, its #32 holding.
  • Allworth Financial first reported a position in JPMorgan Chase in Q1 2015 and has held it in 45 quarters since.
  • Allworth Financial's JPMorgan Chase position peaked at $133M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.