Blalock Williams’s JPMorgan Chase JPM Stock Holding History

Blalock Williams’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	$1.44M	Sell	4,902 -19	-0.4%	-$5.77K	1.11%	25
2025 Q4	$1.59M	Buy	4,921 +35	+0.7%	+$10.8K	1.27%	21
2025 Q3	$1.54M	Buy	4,886 +209	+4%	+$62.2K	1.35%	18
2025 Q2	$1.36M	Buy	4,677 +442	+10%	+$113K	1.35%	17
2025 Q1	$1.04M	Sell	4,235 -1	-0%	-$255	1.16%	23
2024 Q4	$1.02M	Buy	+4,236	New	+$987K	1.18%	23

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Blalock Williams's JPM Position: Q1 2026 in Review

Blalock Williams reduced its JPMorgan Chase (JPM) stake by 0.39% in Q1 2026, selling an estimated $5.77K and leaving 4,902 shares worth $1.44M. The position accounts for 1.11% of the portfolio, ranked #25.

Blalock Williams first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.59M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Blalock Williams held 4,902 shares of JPMorgan Chase worth $1.44M as of Q1 2026.
Blalock Williams sold 19 JPMorgan Chase shares in Q1 2026, an estimated $5.77K.
JPMorgan Chase made up 1.11% of Blalock Williams's portfolio in Q1 2026, its #25 holding.
Blalock Williams first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Blalock Williams's JPMorgan Chase position peaked at $1.59M in Q4 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Blalock Williams's 13F filing for Q1 2026, filed 14 May 2026.