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Blodgett Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Blodgett Wealth 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 		$3.17M Buy
10,790
+297
+3% +$90.1K 2.52% 10
2025
Q4 		$3.38M Buy
10,493
+2
+0% +$619 2.36% 10
2025
Q3 		$3.31M Sell
10,491
-649
-6% -$193K 2.28% 11
2025
Q2 		$3.23M Buy
11,140
+127
+1% +$32.4K 2.53% 10
2025
Q1 		$2.7M Buy
11,013
+251
+2% +$64K 2.3% 10
2024
Q4 		$2.58M Sell
10,762
-499
-4% -$116K 2.02% 9
2024
Q3 		$2.37M Buy
11,261
+203
+2% +$42.8K 2% 9
2024
Q2 		$2.24M Sell
11,058
-997
-8% -$195K 1.89% 9
2024
Q1 		$2.41M Buy
12,055
+374
+3% +$67.5K 2.18% 9
2023
Q4 		$1.99M Sell
11,681
-999
-8% -$151K 2.03% 9
2023
Q3 		$1.84M Sell
12,680
-999
-7% -$150K 2.02% 12
2023
Q2 		$1.99M Sell
13,679
-99
-0.7% -$13.6K 2.06% 9
2023
Q1 		$1.8M Sell
13,778
-148
-1% -$20.3K 2.08% 12
2022
Q4 		$1.87M Sell
13,926
-74
-0.5% -$9.38K 2.27% 14
2022
Q3 		$1.46M Sell
14,000
-461
-3% -$52.9K 1.75% 15
2022
Q2 		$1.63M Sell
14,461
-827
-5% -$102K 1.78% 15
2022
Q1 		$2.08M Sell
15,288
-1,947
-11% -$287K 1.74% 12
2021
Q4 		$2.73M Buy
+17,235
New +$2.83M 2.12% 8

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

Blodgett Wealth Advisors's JPM Position: Q1 2026 in Review

Blodgett Wealth Advisors increased its JPMorgan Chase (JPM) stake by 2.8% in Q1 2026, buying an estimated $90.1K and bringing the position to 10,790 shares worth $3.17M. The position accounts for 2.52% of the portfolio, ranked #10.

Blodgett Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.38M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Blodgett Wealth Advisors held 10,790 shares of JPMorgan Chase worth $3.17M as of Q1 2026.
  • Blodgett Wealth Advisors bought 297 JPMorgan Chase shares in Q1 2026, an estimated $90.1K.
  • JPMorgan Chase made up 2.52% of Blodgett Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Blodgett Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Blodgett Wealth Advisors's JPMorgan Chase position peaked at $3.38M in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.