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Ausdal Financial Partners’s JPMorgan Chase JPM Stock Holding History

Ausdal 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 		$8.57M Buy
29,128
+180
+0.6% +$54.6K 0.38% 55
2025
Q4 		$9.33M Sell
28,948
-2,571
-8% -$796K 0.43% 44
2025
Q3 		$9.94M Buy
31,519
+7,554
+32% +$2.25M 0.48% 37
2025
Q2 		$6.95M Buy
23,965
+1,343
+6% +$343K 0.46% 46
2025
Q1 		$5.55M Buy
22,622
+5,125
+29% +$1.31M 0.42% 49
2024
Q4 		$4.19M Buy
17,497
+8,897
+103% +$2.07M 0.36% 63
2024
Q3 		$1.81M Sell
8,600
-201
-2% -$42.3K 0.19% 119
2024
Q2 		$1.78M Sell
8,801
-226
-3% -$44.2K 0.19% 116
2024
Q1 		$1.81M Sell
9,027
-608
-6% -$110K 0.21% 108
2023
Q4 		$1.64M Buy
9,635
+33
+0.3% +$5K 0.2% 113
2023
Q3 		$1.39M Buy
9,602
+108
+1% +$16.2K 0.19% 126
2023
Q2 		$1.38M Sell
9,494
-75
-0.8% -$10.3K 0.19% 128
2023
Q1 		$1.25M Buy
9,569
+317
+3% +$43.4K 0.17% 136
2022
Q4 		$1.24M Buy
9,252
+126
+1% +$16K 0.18% 132
2022
Q3 		$954K Sell
9,126
-7,509
-45% -$862K 0.15% 165
2022
Q2 		$1.87M Sell
16,635
-1,190
-7% -$147K 0.28% 101
2022
Q1 		$2.43M Sell
17,825
-1,939
-10% -$286K 0.33% 80
2021
Q4 		$3.13M Buy
19,764
+6,963
+54% +$1.14M 0.42% 64
2021
Q3 		$2.1M Buy
12,801
+747
+6% +$117K 0.31% 96
2021
Q2 		$1.88M Sell
12,054
-856
-7% -$134K 0.28% 104
2021
Q1 		$1.97M Buy
12,910
+1,756
+16% +$253K 0.33% 85
2020
Q4 		$1.42M Buy
11,154
+18
+0.2% +$2.01K 0.28% 107
2020
Q3 		$1.07M Buy
11,136
+365
+3% +$35.8K 0.26% 113
2020
Q2 		$1.01M Sell
10,771
-251
-2% -$23.8K 0.34% 82
2020
Q1 		$1.01M Buy
11,022
+187
+2% +$22.7K 0.36% 74
2019
Q4 		$1.45M Buy
10,835
+936
+9% +$120K 0.43% 64
2019
Q3 		$1.17M Sell
9,899
-709
-7% -$80.2K 0.41% 72
2019
Q2 		$1.23M Buy
10,608
+434
+4% +$47.9K 0.47% 58
2019
Q1 		$1.03M Sell
10,174
-307
-3% -$31.6K 0.42% 59
2018
Q4 		$1.02M Sell
10,481
-2,054
-16% -$219K 0.5% 52
2018
Q3 		$1.41M Sell
12,535
-1,381
-10% -$157K 0.4% 64
2018
Q2 		$1.45M Buy
13,916
+1,900
+16% +$208K 0.45% 55
2018
Q1 		$1.32M Sell
12,016
-426
-3% -$48.2K 0.46% 53
2017
Q4 		$1.33M Buy
12,442
+687
+6% +$69.6K 0.48% 51
2017
Q3 		$1.12M Buy
11,755
+1,033
+10% +$95.3K 0.45% 60
2017
Q2 		$980K Buy
10,722
+494
+5% +$42.6K 0.42% 64
2017
Q1 		$898K Buy
10,228
+1,130
+12% +$99.7K 0.4% 66
2016
Q4 		$785K Buy
9,098
+634
+7% +$48.3K 0.37% 72
2016
Q3 		$564K Buy
8,464
+146
+2% +$9.52K 0.28% 104
2016
Q2 		$517K Sell
8,318
-381
-4% -$23.8K 0.27% 97
2016
Q1 		$515K Buy
8,699
+236
+3% +$13.8K 0.29% 92
2015
Q4 		$559K Buy
+8,463
New +$551K 0.28% 82

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

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

Ausdal Financial Partners increased its JPMorgan Chase (JPM) stake by 0.62% in Q1 2026, buying an estimated $54.6K and bringing the position to 29,128 shares worth $8.57M. The position accounts for 0.38% of the portfolio, ranked #55.

Ausdal Financial Partners first reported a position in JPM in Q4 2015 and has held it in 42 quarters since. The position peaked at $9.94M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Ausdal Financial Partners held 29,128 shares of JPMorgan Chase worth $8.57M as of Q1 2026.
  • Ausdal Financial Partners bought 180 JPMorgan Chase shares in Q1 2026, an estimated $54.6K.
  • JPMorgan Chase made up 0.38% of Ausdal Financial Partners's portfolio in Q1 2026, its #55 holding.
  • Ausdal Financial Partners first reported a position in JPMorgan Chase in Q4 2015 and has held it in 42 quarters since.
  • Ausdal Financial Partners's JPMorgan Chase position peaked at $9.94M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.