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Benchmark Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Benchmark 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 		$2.64M Buy
+8,986
New +$2.73M 1.54% 28
2025
Q3 		$2.39M Buy
+7,576
New +$2.25M 1.39% 24
2025
Q1 		$2.4M Buy
9,804
+2,529
+35% +$645K 1.56% 19
2024
Q4 		$1.74M Buy
7,275
+49
+0.7% +$11.4K 1.13% 23
2024
Q3 		$1.52M Buy
7,226
+256
+4% +$53.9K 1.09% 27
2024
Q2 		$1.41M Buy
6,970
+1,117
+19% +$218K 1.02% 26
2024
Q1 		$1.17M Buy
5,853
+971
+20% +$175K 0.93% 32
2023
Q4 		$830K Buy
4,882
+190
+4% +$28.8K 0.77% 38
2023
Q3 		$680K Buy
4,692
+93
+2% +$13.9K 0.69% 44
2023
Q2 		$669K Buy
4,599
+10
+0.2% +$1.38K 0.62% 46
2023
Q1 		$598K Sell
4,589
-3,228
-41% -$442K 0.61% 50
2022
Q4 		$1.05M Sell
7,817
-295
-4% -$37.4K 1.11% 31
2022
Q3 		$848K Sell
8,112
-358
-4% -$41.1K 0.91% 34
2022
Q2 		$954K Sell
8,470
-1,372
-14% -$170K 0.99% 36
2022
Q1 		$1.34M Buy
9,842
+1,069
+12% +$158K 1.01% 30
2021
Q4 		$1.39M Buy
+8,773
New +$1.44M 1.14% 27

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

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

Benchmark Investment Advisors opened a new position in JPMorgan Chase (JPM) in Q1 2026: 8,986 shares worth $2.64M. The stake represents 1.54% of the portfolio and ranks #28 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in JPM as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Benchmark Investment Advisors held 8,986 shares of JPMorgan Chase worth $2.64M as of Q1 2026.
  • JPMorgan Chase was a new Benchmark Investment Advisors position in Q1 2026.
  • JPMorgan Chase made up 1.54% of Benchmark Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • Benchmark Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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