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Blackston Financial Advisory Group’s JPMorgan Chase JPM Stock Holding History

Blackston Financial Advisory Group’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 		$470K Sell
1,599
-69
-4% -$20.9K 0.29% 47
2025
Q4 		$537K Sell
1,668
-141
-8% -$43.7K 0.33% 45
2025
Q3 		$571K Buy
1,809
+49
+3% +$14.6K 0.34% 46
2025
Q2 		$510K Sell
1,760
-419
-19% -$107K 0.32% 47
2025
Q1 		$534K Sell
2,179
-2,105
-49% -$537K 0.36% 41
2024
Q4 		$1.03M Buy
4,284
+79
+2% +$18.4K 0.51% 30
2024
Q3 		$887K Sell
4,205
-880
-17% -$185K 0.46% 33
2024
Q2 		$1.03M Buy
5,085
+3,997
+367% +$781K 0.58% 24
2024
Q1 		$218K Sell
1,088
-1,272
-54% -$230K 0.14% 58
2023
Q4 		$401K Sell
2,360
-115
-5% -$17.4K 0.25% 53
2023
Q3 		$359K Buy
2,475
+183
+8% +$27.4K 0.25% 54
2023
Q2 		$333K Sell
2,292
-193
-8% -$26.5K 0.24% 62
2023
Q1 		$324K Buy
2,485
+123
+5% +$16.9K 0.24% 73
2022
Q4 		$317K Buy
2,362
+72
+3% +$9.12K 0.23% 72
2022
Q3 		$288K Buy
+2,290
New +$263K 0.2% 71
2022
Q2 		– Sell
-2,681
Closed -$439K – 101
2022
Q1 		$439K Sell
2,681
-22
-0.8% -$3.25K 0.29% 46
2021
Q4 		$428K Buy
+2,703
New +$444K 0.25% 47

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

Blackston Financial Advisory Group's JPM Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its JPMorgan Chase (JPM) stake by 4.1% in Q1 2026, selling an estimated $20.9K and leaving 1,599 shares worth $470K. The position accounts for 0.29% of the portfolio, ranked #47.

Blackston Financial Advisory Group first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.03M in Q2 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Blackston Financial Advisory Group held 1,599 shares of JPMorgan Chase worth $470K as of Q1 2026.
  • Blackston Financial Advisory Group sold 69 JPMorgan Chase shares in Q1 2026, an estimated $20.9K.
  • JPMorgan Chase made up 0.29% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #47 holding.
  • Blackston Financial Advisory Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • Blackston Financial Advisory Group's JPMorgan Chase position peaked at $1.03M in Q2 2024.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.