Caerus Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Caerus Investment 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	$608K	Sell	2,067 -222	-10%	-$67.4K	0.25%	82
2025 Q4	$737K	Sell	2,289 -323	-12%	-$100K	0.24%	87
2025 Q3	$824K	Buy	2,612 +1,479	+131%	+$440K	0.34%	51
2025 Q2	$328K	Hold	1,133	–	–	0.31%	25
2025 Q1	$278K	Hold	1,133	–	–	0.27%	25
2024 Q4	$272K	Hold	1,133	–	–	0.26%	25
2024 Q3	$239K	Hold	1,133	–	–	0.23%	28
2024 Q2	$229K	Hold	1,133	–	–	0.22%	29
2024 Q1	$227K	Buy	+1,133	New	+$204K	0.22%	32
2022 Q1	–	Sell	-1,696	Closed	-$269K	–	65
2021 Q4	$269K	Buy	+1,696	New	+$279K	0.29%	50

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

Caerus Investment Advisors's JPM Position: Q1 2026 in Review

Caerus Investment Advisors reduced its JPMorgan Chase (JPM) stake by 9.7% in Q1 2026, selling an estimated $67.4K and leaving 2,067 shares worth $608K. The position accounts for 0.25% of the portfolio, ranked #82.

Caerus Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 10 quarters since. The position peaked at $824K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Caerus Investment Advisors held 2,067 shares of JPMorgan Chase worth $608K as of Q1 2026.
Caerus Investment Advisors sold 222 JPMorgan Chase shares in Q1 2026, an estimated $67.4K.
JPMorgan Chase made up 0.25% of Caerus Investment Advisors's portfolio in Q1 2026, its #82 holding.
Caerus Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 10 quarters since.
Caerus Investment Advisors's JPMorgan Chase position peaked at $824K in Q3 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.