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Asset Allocation Strategies’s JPMorgan Chase JPM Stock Holding History

Asset Allocation Strategies’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 		$459K Buy
1,561
+192
+14% +$58.3K 0.08% 114
2025
Q4 		$441K Buy
1,369
+201
+17% +$62.2K 0.08% 120
2025
Q3 		$369K Buy
1,168
+1
+0.1% +$297 0.07% 118
2025
Q2 		$338K Buy
1,167
+2
+0.2% +$510 0.07% 115
2025
Q1 		$286K Sell
1,165
-56
-5% -$14.3K 0.07% 114
2024
Q4 		$336K Buy
1,221
+10
+0.8% +$2.33K 0.08% 104
2024
Q3 		$255K Sell
1,211
-58
-5% -$12.2K 0.07% 102
2024
Q2 		$257K Sell
1,269
-97
-7% -$19K 0.09% 75
2024
Q1 		$274K Buy
1,366
+53
+4% +$9.56K 0.1% 63
2023
Q4 		$223K Buy
+1,313
New +$199K 0.09% 59

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

Asset Allocation Strategies's JPM Position: Q1 2026 in Review

Asset Allocation Strategies increased its JPMorgan Chase (JPM) stake by 14% in Q1 2026, buying an estimated $58.3K and bringing the position to 1,561 shares worth $459K. The position accounts for 0.08% of the portfolio, ranked #114.

Asset Allocation Strategies first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Asset Allocation Strategies held 1,561 shares of JPMorgan Chase worth $459K as of Q1 2026.
  • Asset Allocation Strategies bought 192 JPMorgan Chase shares in Q1 2026, an estimated $58.3K.
  • JPMorgan Chase made up 0.08% of Asset Allocation Strategies's portfolio in Q1 2026, its #114 holding.
  • Asset Allocation Strategies first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Asset Allocation Strategies's 13F filing for Q1 2026, filed 22 Apr 2026.