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Byrne Financial Freedom’s JPMorgan Chase JPM Stock Holding History

Byrne Financial Freedom’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 		$921K Sell
3,131
-424
-12% -$129K 0.44% 44
2025
Q4 		$1.15M Buy
3,555
+220
+7% +$68.1K 0.53% 41
2025
Q3 		$1.05M Sell
3,335
-842
-20% -$250K 0.52% 41
2025
Q2 		$1.21M Sell
4,177
-85
-2% -$21.7K 0.61% 35
2025
Q1 		$1.05M Buy
4,262
+101
+2% +$25.7K 0.59% 38
2024
Q4 		$997K Buy
+4,161
New +$969K 0.44% 46

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

Byrne Financial Freedom's JPM Position: Q1 2026 in Review

Byrne Financial Freedom reduced its JPMorgan Chase (JPM) stake by 12% in Q1 2026, selling an estimated $129K and leaving 3,131 shares worth $921K. The position accounts for 0.44% of the portfolio, ranked #44.

Byrne Financial Freedom first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Byrne Financial Freedom held 3,131 shares of JPMorgan Chase worth $921K as of Q1 2026.
  • Byrne Financial Freedom sold 424 JPMorgan Chase shares in Q1 2026, an estimated $129K.
  • JPMorgan Chase made up 0.44% of Byrne Financial Freedom's portfolio in Q1 2026, its #44 holding.
  • Byrne Financial Freedom first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Byrne Financial Freedom's JPMorgan Chase position peaked at $1.21M in Q2 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Byrne Financial Freedom's 13F filing for Q1 2026, filed 27 Apr 2026.