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Bell Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Bell 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 		$660K Buy
2,243
+69
+3% +$20.9K 0.1% 69
2025
Q4 		$701K Buy
2,174
+187
+9% +$57.9K 0.11% 67
2025
Q3 		$627K Buy
1,987
+8
+0.4% +$2.38K 0.1% 68
2025
Q2 		$574K Buy
1,979
+240
+14% +$61.2K 0.1% 67
2025
Q1 		$427K Buy
1,739
+36
+2% +$9.18K 0.08% 73
2024
Q4 		$408K Buy
1,703
+52
+3% +$12.1K 0.08% 71
2024
Q3 		$348K Buy
1,651
+12
+0.7% +$2.53K 0.06% 80
2024
Q2 		$332K Buy
1,639
+38
+2% +$7.43K 0.07% 82
2024
Q1 		$321K Sell
1,601
-467
-23% -$84.3K 0.06% 81
2023
Q4 		$352K Hold
2,068
– – 0.07% 75
2023
Q3 		$300K Buy
2,068
+894
+76% +$134K 0.07% 74
2023
Q2 		$171K Buy
1,174
+95
+9% +$13.1K 0.04% 87
2023
Q1 		$141K Sell
1,079
-82
-7% -$11.2K 0.03% 89
2022
Q4 		$156K Buy
1,161
+364
+46% +$46.1K 0.04% 87
2022
Q3 		$83K Sell
797
-200
-20% -$23K 0.03% 88
2022
Q2 		$112K Buy
+997
New +$124K 0.03% 84
2021
Q4 		$114K Sell
718
-133
-16% -$21.8K 0.03% 98
2021
Q3 		$139K Buy
+851
New +$133K 0.04% 85

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

Bell Investment Advisors's JPM Position: Q1 2026 in Review

Bell Investment Advisors increased its JPMorgan Chase (JPM) stake by 3.2% in Q1 2026, buying an estimated $20.9K and bringing the position to 2,243 shares worth $660K. The position accounts for 0.1% of the portfolio, ranked #69.

Bell Investment Advisors first reported a position in JPM in Q3 2021 and has held it in 18 quarters since. The position peaked at $701K in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Bell Investment Advisors held 2,243 shares of JPMorgan Chase worth $660K as of Q1 2026.
  • Bell Investment Advisors bought 69 JPMorgan Chase shares in Q1 2026, an estimated $20.9K.
  • JPMorgan Chase made up 0.1% of Bell Investment Advisors's portfolio in Q1 2026, its #69 holding.
  • Bell Investment Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's JPMorgan Chase position peaked at $701K in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.