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Bluesphere Advisors’s JPMorgan Chase JPM Stock Holding History

Bluesphere 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 		$1.09M Sell
3,696
-508
-12% -$154K 0.39% 36
2025
Q4 		$1.35M Buy
4,204
+13
+0.3% +$4.03K 0.6% 28
2025
Q3 		$1.32M Buy
4,191
+38
+0.9% +$11.3K 0.61% 27
2025
Q2 		$1.2M Sell
4,153
-66
-2% -$16.8K 0.6% 28
2025
Q1 		$1.03M Sell
4,219
-1,857
-31% -$473K 0.59% 28
2024
Q4 		$1.46M Buy
6,076
+212
+4% +$49.4K 0.71% 23
2024
Q3 		$1.24M Buy
5,864
+4
+0.1% +$843 0.61% 27
2024
Q2 		$1.19M Buy
5,860
+736
+14% +$144K 0.6% 26
2024
Q1 		$1.03M Hold
5,124
– – 0.57% 28
2023
Q4 		$872K Sell
5,124
-1,905
-27% -$289K 0.54% 31
2023
Q3 		$1.02M Buy
7,029
+2
+0% +$300 0.73% 24
2023
Q2 		$1.02M Buy
7,027
+13
+0.2% +$1.79K 0.71% 26
2023
Q1 		$914K Buy
7,014
+5,189
+284% +$711K 0.76% 25
2022
Q4 		$245K Buy
+1,825
New +$231K 0.22% 75
2022
Q3 		– Sell
-1,950
Closed -$220K – 76
2022
Q2 		$220K Sell
1,950
-324
-14% -$40.1K 0.21% 75
2022
Q1 		$310K Sell
2,274
-9,318
-80% -$1.38M 0.26% 64
2021
Q4 		$1.84M Sell
11,592
-228
-2% -$37.4K 1.52% 15
2021
Q3 		$1.94M Sell
11,820
-220
-2% -$34.5K 1.86% 15
2021
Q2 		$1.87M Sell
12,040
-1,331
-10% -$209K 1.66% 16
2021
Q1 		$2.04M Buy
13,371
+25
+0.2% +$3.6K 1.84% 17
2020
Q4 		$1.7M Buy
+13,346
New +$1.49M 1.82% 17

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

Bluesphere Advisors's JPM Position: Q1 2026 in Review

Bluesphere Advisors reduced its JPMorgan Chase (JPM) stake by 12% in Q1 2026, selling an estimated $154K and leaving 3,696 shares worth $1.09M. The position accounts for 0.39% of the portfolio, ranked #36.

Bluesphere Advisors first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.04M in Q1 2021. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Bluesphere Advisors held 3,696 shares of JPMorgan Chase worth $1.09M as of Q1 2026.
  • Bluesphere Advisors sold 508 JPMorgan Chase shares in Q1 2026, an estimated $154K.
  • JPMorgan Chase made up 0.39% of Bluesphere Advisors's portfolio in Q1 2026, its #36 holding.
  • Bluesphere Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • Bluesphere Advisors's JPMorgan Chase position peaked at $2.04M in Q1 2021.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.