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Cohen Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Cohen 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 		$6.72M Sell
22,847
-12
-0.1% -$3.64K 3.19% 7
2025
Q4 		$7.37M Sell
22,859
-20
-0.1% -$6.19K 3.39% 7
2025
Q3 		$7.22M Buy
22,879
+267
+1% +$79.4K 3.5% 7
2025
Q2 		$6.56M Buy
22,612
+377
+2% +$96.2K 3.42% 6
2025
Q1 		$5.45M Buy
22,235
+37
+0.2% +$9.43K 3.16% 6
2024
Q4 		$5.32M Buy
22,198
+2
+0% +$466 3.21% 7
2024
Q3 		$4.68M Buy
22,196
+646
+3% +$136K 2.86% 7
2024
Q2 		$3.13M Sell
21,550
-325
-1% -$63.5K 2.51% 9
2024
Q1 		$4.38M Buy
21,875
+375
+2% +$67.7K 2.84% 6
2023
Q4 		$3.66M Sell
21,500
-50
-0.2% -$7.58K 2.69% 6
2023
Q3 		$3.13M Sell
21,550
-643
-3% -$96.4K 2.51% 9
2023
Q2 		$3.23M Buy
22,193
+99
+0.4% +$13.6K 2.6% 7
2023
Q1 		$2.88M Sell
22,094
-36
-0.2% -$4.93K 2.28% 9
2022
Q4 		$2.97M Buy
22,130
+1,287
+6% +$163K 2.47% 9
2022
Q3 		$2.18M Buy
20,843
+238
+1% +$27.3K 2% 20
2022
Q2 		$2.32M Buy
20,605
+439
+2% +$54.4K 1.99% 21
2022
Q1 		$2.75M Buy
20,166
+48
+0.2% +$7.08K 2.04% 18
2021
Q4 		$3.19M Sell
20,118
-99
-0.5% -$16.3K 2.27% 12
2021
Q3 		$3.31M Sell
20,217
-336
-2% -$52.7K 2.54% 7
2021
Q2 		$3.2M Sell
20,553
-485
-2% -$76.2K 2.49% 9
2021
Q1 		$3.21M Buy
21,038
+596
+3% +$85.7K 2.61% 5
2020
Q4 		$2.6M Buy
+20,442
New +$2.28M 2.34% 9

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

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

Cohen Investment Advisors reduced its JPMorgan Chase (JPM) stake by 0.05% in Q1 2026, selling an estimated $3.64K and leaving 22,847 shares worth $6.72M. The position accounts for 3.19% of the portfolio, ranked #7.

Cohen Investment Advisors first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.37M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cohen Investment Advisors held 22,847 shares of JPMorgan Chase worth $6.72M as of Q1 2026.
  • Cohen Investment Advisors sold 12 JPMorgan Chase shares in Q1 2026, an estimated $3.64K.
  • JPMorgan Chase made up 3.19% of Cohen Investment Advisors's portfolio in Q1 2026, its #7 holding.
  • Cohen Investment Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's JPMorgan Chase position peaked at $7.37M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.