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Cahill Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Cahill Financial 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 		$2.04M Buy
6,948
+83
+1% +$25.2K 0.22% 76
2025
Q4 		$2.21M Sell
6,865
-50
-0.7% -$15.5K 0.24% 71
2025
Q3 		$2.18M Buy
6,915
+36
+0.5% +$10.7K 0.25% 71
2025
Q2 		$1.99M Sell
6,879
-377
-5% -$96.2K 0.25% 71
2025
Q1 		$1.78M Buy
7,256
+239
+3% +$60.9K 0.24% 73
2024
Q4 		$1.68M Buy
7,017
+1,533
+28% +$357K 0.23% 80
2024
Q3 		$1.16M Buy
5,484
+565
+11% +$119K 0.16% 102
2024
Q2 		$995K Buy
4,919
+115
+2% +$22.5K 0.14% 123
2024
Q1 		$962K Buy
4,804
+1,496
+45% +$270K 0.13% 126
2023
Q4 		$563K Sell
3,308
-332
-9% -$50.3K 0.08% 155
2023
Q3 		$528K Sell
3,640
-2,091
-36% -$313K 0.09% 155
2023
Q2 		$834K Buy
5,731
+2,017
+54% +$277K 0.13% 127
2023
Q1 		$484K Sell
3,714
-2,819
-43% -$386K 0.09% 154
2022
Q4 		$876K Buy
6,533
+1,109
+20% +$141K 0.17% 125
2022
Q3 		$567K Buy
5,424
+138
+3% +$15.8K 0.12% 144
2022
Q2 		$595K Buy
5,286
+1,127
+27% +$140K 0.13% 139
2022
Q1 		$567K Sell
4,159
-61
-1% -$9K 0.11% 150
2021
Q4 		$669K Sell
4,220
-26
-0.6% -$4.27K 0.13% 141
2021
Q3 		$695K Buy
4,246
+311
+8% +$48.8K 0.14% 130
2021
Q2 		$612K Sell
3,935
-35
-0.9% -$5.5K 0.14% 131
2021
Q1 		$605K Buy
3,970
+1,157
+41% +$166K 0.15% 125
2020
Q4 		$358K Buy
+2,813
New +$314K 0.09% 150
2020
Q1 		– Sell
-1,500
Closed -$210K – 159
2019
Q4 		$210K Buy
+1,500
New +$192K 0.08% 155

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

Cahill Financial Advisors's JPM Position: Q1 2026 in Review

Cahill Financial Advisors increased its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, buying an estimated $25.2K and bringing the position to 6,948 shares worth $2.04M. The position accounts for 0.22% of the portfolio, ranked #76.

Cahill Financial Advisors first reported a position in JPM in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.21M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cahill Financial Advisors held 6,948 shares of JPMorgan Chase worth $2.04M as of Q1 2026.
  • Cahill Financial Advisors bought 83 JPMorgan Chase shares in Q1 2026, an estimated $25.2K.
  • JPMorgan Chase made up 0.22% of Cahill Financial Advisors's portfolio in Q1 2026, its #76 holding.
  • Cahill Financial Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 23 quarters since.
  • Cahill Financial Advisors's JPMorgan Chase position peaked at $2.21M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.