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Balanced Rock Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Balanced Rock Investment 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 		$326K Sell
1,108
-113
-9% -$34.3K 0.23% 79
2025
Q4 		$393K Buy
+1,221
New +$378K 0.28% 69

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

Balanced Rock Investment Advisors's JPM Position: Q1 2026 in Review

Balanced Rock Investment Advisors reduced its JPMorgan Chase (JPM) stake by 9.3% in Q1 2026, selling an estimated $34.3K and leaving 1,108 shares worth $326K. The position accounts for 0.23% of the portfolio, ranked #79.

Balanced Rock Investment Advisors first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $393K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Balanced Rock Investment Advisors held 1,108 shares of JPMorgan Chase worth $326K as of Q1 2026.
  • Balanced Rock Investment Advisors sold 113 JPMorgan Chase shares in Q1 2026, an estimated $34.3K.
  • JPMorgan Chase made up 0.23% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #79 holding.
  • Balanced Rock Investment Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Balanced Rock Investment Advisors's JPMorgan Chase position peaked at $393K in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.