Atlanta Consulting Group Advisors’s JPMorgan Chase JPM Stock Holding History

Atlanta Consulting Group 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	$13.2M	Sell	44,965 -3,485	-7%	-$1.06M	2.84%	9
2025 Q4	$15.6M	Buy	48,450 +972	+2%	+$301K	3.54%	8
2025 Q3	$15M	Buy	47,478 +238	+0.5%	+$70.8K	3.66%	8
2025 Q2	$13.7M	Sell	47,240 -3,461	-7%	-$883K	3.75%	7
2025 Q1	$12.4M	Sell	50,701 -676	-1%	-$172K	3.63%	7
2024 Q4	$12.3M	Sell	51,377 -402	-0.8%	-$93.6K	4.54%	5
2024 Q3	$10.9M	Buy	51,779 +649	+1%	+$137K	2.71%	7
2024 Q2	$10.3M	Sell	51,130 -274	-0.5%	-$53.6K	2.23%	9
2024 Q1	$10.3M	Buy	+51,404	New	+$9.28M	3.56%	6

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

Atlanta Consulting Group Advisors's JPM Position: Q1 2026 in Review

Atlanta Consulting Group Advisors reduced its JPMorgan Chase (JPM) stake by 7.2% in Q1 2026, selling an estimated $1.06M and leaving 44,965 shares worth $13.2M. The position accounts for 2.84% of the portfolio, ranked #9.

Atlanta Consulting Group Advisors first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $15.6M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Atlanta Consulting Group Advisors held 44,965 shares of JPMorgan Chase worth $13.2M as of Q1 2026.
Atlanta Consulting Group Advisors sold 3,485 JPMorgan Chase shares in Q1 2026, an estimated $1.06M.
JPMorgan Chase made up 2.84% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #9 holding.
Atlanta Consulting Group Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Atlanta Consulting Group Advisors's JPMorgan Chase position peaked at $15.6M in Q4 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.