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Auxano Advisors’s JPMorgan Chase JPM Stock Holding History

Auxano 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 		$3.31M Sell
11,256
-247
-2% -$75K 0.66% 22
2025
Q4 		$3.71M Sell
11,503
-23
-0.2% -$7.12K 0.73% 20
2025
Q3 		$3.64M Buy
11,526
+18
+0.2% +$5.35K 0.77% 20
2025
Q2 		$3.34M Sell
11,508
-3
-0% -$766 0.78% 21
2025
Q1 		$2.82M Sell
11,511
-113
-1% -$28.8K 0.75% 22
2024
Q4 		$2.79M Buy
11,624
+142
+1% +$33.1K 0.7% 22
2024
Q3 		$2.42M Buy
11,482
+57
+0.5% +$12K 0.63% 27
2024
Q2 		$2.31M Buy
11,425
+231
+2% +$45.2K 0.64% 23
2024
Q1 		$2.24M Sell
11,194
-322
-3% -$58.1K 0.65% 28
2023
Q4 		$1.96M Sell
11,516
-628
-5% -$95.2K 0.66% 26
2023
Q3 		$1.76M Buy
12,144
+2,057
+20% +$308K 0.72% 28
2023
Q2 		$1.31M Hold
10,087
– – 0.53% 35
2023
Q1 		$1.31M Buy
10,087
+190
+2% +$26K 0.53% 35
2022
Q4 		$1.33M Buy
9,897
+2
+0% +$253 0.6% 30
2022
Q3 		$1.03M Buy
9,895
+333
+3% +$38.2K 0.48% 32
2022
Q2 		$1.08M Buy
9,562
+171
+2% +$21.2K 0.53% 28
2022
Q1 		$1.28M Sell
9,391
-1,948
-17% -$288K 0.55% 26
2021
Q4 		$1.8M Buy
11,339
+224
+2% +$36.8K 0.8% 24
2021
Q3 		$1.82M Buy
11,115
+205
+2% +$32.1K 0.82% 21
2021
Q2 		$1.7M Sell
10,910
-400
-4% -$62.8K 0.78% 23
2021
Q1 		$1.72M Buy
11,310
+35
+0.3% +$5.04K 1.06% 22
2020
Q4 		$1.43M Buy
11,275
+1,102
+11% +$123K 0.95% 22
2020
Q3 		$979K Sell
10,173
-17
-0.2% -$1.67K 0.76% 23
2020
Q2 		$958K Buy
10,190
+18
+0.2% +$1.71K 0.8% 23
2020
Q1 		$916K Buy
+10,172
New +$1.24M 0.84% 23

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

Auxano Advisors's JPM Position: Q1 2026 in Review

Auxano Advisors reduced its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, selling an estimated $75K and leaving 11,256 shares worth $3.31M. The position accounts for 0.66% of the portfolio, ranked #22.

Auxano Advisors first reported a position in JPM in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.71M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Auxano Advisors held 11,256 shares of JPMorgan Chase worth $3.31M as of Q1 2026.
  • Auxano Advisors sold 247 JPMorgan Chase shares in Q1 2026, an estimated $75K.
  • JPMorgan Chase made up 0.66% of Auxano Advisors's portfolio in Q1 2026, its #22 holding.
  • Auxano Advisors first reported a position in JPMorgan Chase in Q1 2020 and has held it in 25 quarters since.
  • Auxano Advisors's JPMorgan Chase position peaked at $3.71M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.