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Chapman Financial Group’s JPMorgan Chase JPM Stock Holding History

Chapman Financial Group’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 		$4M Sell
13,585
-838
-6% -$254K 2.86% 6
2025
Q4 		$4.65M Sell
14,423
-182
-1% -$56.3K 3.17% 5
2025
Q3 		$4.61M Buy
14,605
+974
+7% +$290K 3.18% 5
2025
Q2 		$3.95M Buy
+13,631
New +$3.48M 3.35% 5
2024
Q4 		$3.39M Buy
+14,127
New +$3.29M 2.71% 6

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

Chapman Financial Group's JPM Position: Q1 2026 in Review

Chapman Financial Group reduced its JPMorgan Chase (JPM) stake by 5.8% in Q1 2026, selling an estimated $254K and leaving 13,585 shares worth $4M. The position accounts for 2.86% of the portfolio, ranked #6.

Chapman Financial Group first reported a position in JPM in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.65M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Chapman Financial Group held 13,585 shares of JPMorgan Chase worth $4M as of Q1 2026.
  • Chapman Financial Group sold 838 JPMorgan Chase shares in Q1 2026, an estimated $254K.
  • JPMorgan Chase made up 2.86% of Chapman Financial Group's portfolio in Q1 2026, its #6 holding.
  • Chapman Financial Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's JPMorgan Chase position peaked at $4.65M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.