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Alpha Financial Partners’s JPMorgan Chase JPM Stock Holding History

Alpha Financial Partners’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 		$3.63M Buy
12,351
+63
+0.5% +$19.1K 2.15% 11
2025
Q4 		$3.96M Buy
12,288
+9,532
+346% +$2.95M 2.42% 10
2025
Q3 		$869K Sell
2,756
-14
-0.5% -$4.16K 0.57% 30
2025
Q2 		$803K Sell
2,770
-46
-2% -$11.7K 0.58% 29
2025
Q1 		$691K Sell
2,816
-47
-2% -$12K 0.55% 29
2024
Q4 		$686K Sell
2,863
-466
-14% -$109K 0.54% 26
2024
Q3 		$702K Buy
3,329
+343
+11% +$72.2K 0.5% 42
2024
Q2 		$604K Buy
2,986
+257
+9% +$50.2K 0.52% 29
2024
Q1 		$547K Buy
2,729
+87
+3% +$15.7K 0.5% 32
2023
Q4 		$449K Buy
2,642
+79
+3% +$12K 0.44% 31
2023
Q3 		$372K Sell
2,563
-1,268
-33% -$190K 0.43% 39
2023
Q2 		$557K Sell
3,831
-120
-3% -$16.5K 0.59% 33
2023
Q1 		$515K Sell
3,951
-372
-9% -$51K 0.58% 34
2022
Q4 		$580K Buy
+4,323
New +$548K 0.7% 28

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

Alpha Financial Partners's JPM Position: Q1 2026 in Review

Alpha Financial Partners increased its JPMorgan Chase (JPM) stake by 0.51% in Q1 2026, buying an estimated $19.1K and bringing the position to 12,351 shares worth $3.63M. The position accounts for 2.15% of the portfolio, ranked #11.

Alpha Financial Partners first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.96M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Alpha Financial Partners held 12,351 shares of JPMorgan Chase worth $3.63M as of Q1 2026.
  • Alpha Financial Partners bought 63 JPMorgan Chase shares in Q1 2026, an estimated $19.1K.
  • JPMorgan Chase made up 2.15% of Alpha Financial Partners's portfolio in Q1 2026, its #11 holding.
  • Alpha Financial Partners first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Alpha Financial Partners's JPMorgan Chase position peaked at $3.96M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Alpha Financial Partners's 13F filing for Q1 2026, filed 13 May 2026.