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Cardinal Strategic Wealth Guidance’s JPMorgan Chase JPM Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$1.04M Sell
3,546
-45
-1% -$13.7K 0.28% 25
2025
Q4 		$1.16M Sell
3,591
-524
-13% -$162K 0.3% 25
2025
Q3 		$1.3M Hold
4,115
– – 0.35% 23
2025
Q2 		$1.19M Sell
4,115
-15
-0.4% -$3.83K 0.34% 23
2025
Q1 		$1.01M Sell
4,130
-1,694
-29% -$432K 0.32% 24
2024
Q4 		$1.4M Buy
5,824
+1,500
+35% +$349K 0.44% 23
2024
Q3 		$912K Hold
4,324
– – 0.3% 27
2024
Q2 		$875K Buy
4,324
+217
+5% +$42.4K 0.32% 25
2024
Q1 		$823K Sell
4,107
-512
-11% -$92.4K 0.31% 27
2023
Q4 		$786K Sell
4,619
-30
-0.6% -$4.55K 0.31% 30
2023
Q3 		$674K Hold
4,649
– – 0.31% 32
2023
Q2 		$673K Sell
4,649
-9
-0.2% -$1.24K 0.3% 33
2023
Q1 		$605K Sell
4,658
-355
-7% -$48.6K 0.28% 35
2022
Q4 		$671K Sell
5,013
-110
-2% -$13.9K 0.32% 41
2022
Q3 		$538K Sell
5,123
-462
-8% -$53K 0.29% 38
2022
Q2 		$633K Sell
5,585
-75
-1% -$9.29K 0.32% 38
2022
Q1 		$778K Sell
5,660
-350
-6% -$51.7K 0.36% 35
2021
Q4 		$952K Sell
6,010
-12
-0.2% -$1.97K 0.44% 35
2021
Q3 		$986K Sell
6,022
-129
-2% -$20.2K 0.52% 30
2021
Q2 		$955K Sell
6,151
-165
-3% -$25.9K 0.5% 31
2021
Q1 		$965K Sell
6,316
-31
-0.5% -$4.46K 0.57% 30
2020
Q4 		$804K Sell
6,347
-9
-0.1% -$1.01K 0.48% 25
2020
Q3 		$610K Sell
6,356
-275
-4% -$27K 0.43% 31
2020
Q2 		$622K Buy
6,631
+400
+6% +$38K 0.46% 27
2020
Q1 		$566K Sell
6,231
-349
-5% -$42.4K 0.52% 27
2019
Q4 		$916K Buy
+6,580
New +$844K 0.79% 23

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

Cardinal Strategic Wealth Guidance's JPM Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance reduced its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, selling an estimated $13.7K and leaving 3,546 shares worth $1.04M. The position accounts for 0.28% of the portfolio, ranked #25.

Cardinal Strategic Wealth Guidance first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.4M in Q4 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cardinal Strategic Wealth Guidance held 3,546 shares of JPMorgan Chase worth $1.04M as of Q1 2026.
  • Cardinal Strategic Wealth Guidance sold 45 JPMorgan Chase shares in Q1 2026, an estimated $13.7K.
  • JPMorgan Chase made up 0.28% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #25 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Cardinal Strategic Wealth Guidance's JPMorgan Chase position peaked at $1.4M in Q4 2024.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.