AFG
JPM icon

Atomi Financial Group’s JPMorgan Chase JPM Stock Holding History

Atomi Financial Group’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 		$22.3M Sell
75,831
-4,028
-5% -$1.22M 0.68% 31
2025
Q4 		$25.7M Buy
79,859
+8,749
+12% +$2.71M 0.75% 31
2025
Q3 		$22.4M Buy
71,110
+4,720
+7% +$1.4M 0.73% 29
2025
Q2 		$19.2M Buy
66,390
+3,725
+6% +$951K 0.73% 29
2025
Q1 		$15.4M Buy
62,665
+874
+1% +$223K 0.7% 31
2024
Q4 		$14.8M Buy
61,791
+6,975
+13% +$1.62M 0.75% 29
2024
Q3 		$11.6M Buy
54,816
+3,001
+6% +$632K 0.72% 27
2024
Q2 		$10.5M Buy
51,815
+6,636
+15% +$1.3M 0.78% 26
2024
Q1 		$9.05M Buy
45,179
+5,851
+15% +$1.06M 0.83% 20
2023
Q4 		$6.69M Buy
39,328
+9,683
+33% +$1.47M 0.93% 15
2023
Q3 		$4.3M Buy
29,645
+599
+2% +$89.8K 1.44% 6
2023
Q2 		$4.22M Buy
29,046
+210
+0.7% +$28.9K 1.93% 4
2023
Q1 		$3.76M Buy
+28,836
New +$3.95M 2.1% 4

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

Atomi Financial Group's JPM Position: Q1 2026 in Review

Atomi Financial Group reduced its JPMorgan Chase (JPM) stake by 5% in Q1 2026, selling an estimated $1.22M and leaving 75,831 shares worth $22.3M. The position accounts for 0.68% of the portfolio, ranked #31.

Atomi Financial Group first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $25.7M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Atomi Financial Group held 75,831 shares of JPMorgan Chase worth $22.3M as of Q1 2026.
  • Atomi Financial Group sold 4,028 JPMorgan Chase shares in Q1 2026, an estimated $1.22M.
  • JPMorgan Chase made up 0.68% of Atomi Financial Group's portfolio in Q1 2026, its #31 holding.
  • Atomi Financial Group first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's JPMorgan Chase position peaked at $25.7M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.