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Chokshi & Queen Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Chokshi & Queen Wealth 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 		$280K Buy
953
+16
+2% +$4.86K 0.15% 47
2025
Q4 		$302K Buy
937
+1
+0.1% +$310 0.16% 41
2025
Q3 		$295K Buy
936
+20
+2% +$5.95K 0.16% 46
2025
Q2 		$265K Buy
916
+20
+2% +$5.1K 0.15% 47
2025
Q1 		$220K Hold
896
– – 0.13% 51
2024
Q4 		$215K Buy
+896
New +$209K 0.13% 48

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

Chokshi & Queen Wealth Advisors's JPM Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors increased its JPMorgan Chase (JPM) stake by 1.7% in Q1 2026, buying an estimated $4.86K and bringing the position to 953 shares worth $280K. The position accounts for 0.15% of the portfolio, ranked #47.

Chokshi & Queen Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $302K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 953 shares of JPMorgan Chase worth $280K as of Q1 2026.
  • Chokshi & Queen Wealth Advisors bought 16 JPMorgan Chase shares in Q1 2026, an estimated $4.86K.
  • JPMorgan Chase made up 0.15% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #47 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Chokshi & Queen Wealth Advisors's JPMorgan Chase position peaked at $302K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.