Atlas Private Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Atlas Private Wealth 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	$701K	Sell	2,384 -34	-1%	-$10.3K	0.17%	72
2025 Q4	$779K	Sell	2,418 -12	-0.5%	-$3.71K	0.18%	66
2025 Q3	$766K	Sell	2,430 -2,773	-53%	-$825K	0.19%	66
2025 Q2	$1.51M	Buy	5,203 +84	+2%	+$21.4K	0.19%	65
2025 Q1	$1.26M	Buy	5,119 +286	+6%	+$72.9K	0.18%	71
2024 Q4	$1.16M	Sell	4,833 -516	-10%	-$120K	0.16%	68
2024 Q3	$1.13M	Buy	5,349 +16	+0.3%	+$3.37K	0.16%	62
2024 Q2	$1.08M	Buy	5,333 +2,924	+121%	+$572K	0.18%	57
2024 Q1	$482K	Sell	2,409 -6,573	-73%	-$1.19M	0.16%	63
2023 Q4	$1.53M	Buy	8,982 +1	+0%	+$152	0.28%	46
2023 Q3	$1.3M	Buy	8,981 +5,279	+143%	+$791K	0.25%	68
2023 Q2	$538K	Buy	3,702 +1,858	+101%	+$256K	0.11%	106
2023 Q1	$240K	Buy	1,844 +9	+0.5%	+$1.23K	0.11%	113
2022 Q4	$246K	Buy	+1,835	New	+$233K	0.13%	113
2021 Q4	–	Sell	-1,073	Closed	-$176K	–	442
2021 Q3	$176K	Buy	1,073 +2	+0.2%	+$314	0.09%	138
2021 Q2	$167K	Buy	1,071 +525	+96%	+$82.5K	0.09%	125
2021 Q1	$83K	Buy	546 +118	+28%	+$17K	0.05%	182
2020 Q4	$54K	Buy	428 +116	+37%	+$13K	0.04%	208
2020 Q3	$30K	Sell	312 -170	-35%	-$16.7K	0.03%	255
2020 Q2	$45K	Buy	+482	New	+$45.7K	0.04%	217

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

Atlas Private Wealth Advisors's JPM Position: Q1 2026 in Review

Atlas Private Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, selling an estimated $10.3K and leaving 2,384 shares worth $701K. The position accounts for 0.17% of the portfolio, ranked #72.

Atlas Private Wealth Advisors first reported a position in JPM in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.53M in Q4 2023. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Atlas Private Wealth Advisors held 2,384 shares of JPMorgan Chase worth $701K as of Q1 2026.
Atlas Private Wealth Advisors sold 34 JPMorgan Chase shares in Q1 2026, an estimated $10.3K.
JPMorgan Chase made up 0.17% of Atlas Private Wealth Advisors's portfolio in Q1 2026, its #72 holding.
Atlas Private Wealth Advisors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 20 quarters since.
Atlas Private Wealth Advisors's JPMorgan Chase position peaked at $1.53M in Q4 2023.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.