Continuum Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.76M | Sell |
19,585
-170
| -0.9% | -$51.6K | 0.55% | 41 |
|
|
2025
Q4 | $6.37M | Buy |
19,755
+1,120
| +6% | +$347K | 0.64% | 35 |
|
|
2025
Q3 | $5.88M | Buy |
18,635
+534
| +3% | +$159K | 0.62% | 36 |
|
|
2025
Q2 | $5.25M | Buy |
18,101
+876
| +5% | +$224K | 0.63% | 33 |
|
|
2025
Q1 | $4.23M | Sell |
17,225
-570
| -3% | -$145K | 0.54% | 36 |
|
|
2024
Q4 | $4.27M | Buy |
17,795
+264
| +2% | +$61.5K | 0.55% | 32 |
|
|
2024
Q3 | $4.24M | Buy |
17,531
+293
| +2% | +$61.7K | 0.54% | 32 |
|
|
2024
Q2 | $3.49M | Buy |
17,238
+161
| +0.9% | +$31.5K | 0.5% | 33 |
|
|
2024
Q1 | $3.37M | Sell |
17,077
-6,589
| -28% | -$1.19M | 0.51% | 33 |
|
|
2023
Q4 | $4.03M | Sell |
23,666
-27,945
| -54% | -$4.23M | 0.57% | 33 |
|
|
2023
Q3 | $3.66M | Buy |
51,611
+326
| +0.6% | +$48.9K | 0.59% | 32 |
|
|
2023
Q2 | $3.62M | Buy |
51,285
+298
| +0.6% | +$41K | 0.58% | 31 |
|
|
2023
Q1 | $3.21M | Sell |
50,987
-439
| -0.9% | -$60.1K | 0.54% | 37 |
|
|
2022
Q4 | $3.36M | Buy |
51,426
+1,396
| +3% | +$177K | 0.61% | 31 |
|
|
2022
Q3 | $2.48M | Buy |
50,030
+44
| +0.1% | +$5.05K | 0.44% | 48 |
|
|
2022
Q2 | $2.67M | Buy |
49,986
+6,384
| +15% | +$791K | 0.48% | 46 |
|
|
2022
Q1 | $2.06M | Buy |
43,602
+5,107
| +13% | +$754K | 0.39% | 61 |
|
|
2021
Q4 | $1.92M | Buy |
38,495
+432
| +1% | +$70.9K | 0.43% | 57 |
|
|
2021
Q3 | $1.91M | Buy |
38,063
+26,815
| +238% | +$4.2M | 0.51% | 47 |
|
|
2021
Q2 | $1.75M | Buy |
11,248
+5,135
| +84% | +$806K | 0.54% | 42 |
|
|
2021
Q1 | $930K | Sell |
6,113
-453
| -7% | -$65.2K | 0.39% | 73 |
|
|
2020
Q4 | $834K | Buy |
6,566
+310
| +5% | +$34.6K | 0.38% | 73 |
|
|
2020
Q3 | $607K | Buy |
6,256
+935
| +18% | +$91.8K | 0.33% | 74 |
|
|
2020
Q2 | $496K | Sell |
5,321
-290
| -5% | -$27.5K | 0.31% | 74 |
|
|
2020
Q1 | $473K | Buy |
5,611
+681
| +14% | +$82.7K | 0.32% | 75 |
|
|
2019
Q4 | $687K | Buy |
4,930
+146
| +3% | +$18.7K | 0.4% | 64 |
|
|
2019
Q3 | $553K | Buy |
4,784
+428
| +10% | +$48.4K | 0.37% | 63 |
|
|
2019
Q2 | $495K | Buy |
4,356
+161
| +4% | +$17.8K | 0.34% | 69 |
|
|
2019
Q1 | $439K | Sell |
4,195
-135
| -3% | -$13.9K | 0.33% | 77 |
|
|
2018
Q4 | $423K | Buy |
4,330
+133
| +3% | +$14.2K | 0.31% | 85 |
|
|
2018
Q3 | $476K | Buy |
4,197
+2,111
| +101% | +$240K | 0.32% | 73 |
|
|
2018
Q2 | $217K | Sell |
2,086
-277
| -12% | -$30.4K | 0.16% | 133 |
|
|
2018
Q1 | $260K | Sell |
2,363
-2,295
| -49% | -$260K | 0.22% | 112 |
|
|
2017
Q4 | $498K | Buy |
4,658
+219
| +5% | +$22.2K | 0.38% | 64 |
|
|
2017
Q3 | $424K | Buy |
4,439
+776
| +21% | +$71.6K | 0.37% | 75 |
|
|
2017
Q2 | $335K | Buy |
3,663
+890
| +32% | +$76.8K | 0.33% | 98 |
|
|
2017
Q1 | $244K | Buy |
+2,773
| New | +$245K | 0.29% | 100 |
|
Other funds holding JPM
VCM
VPM
Continuum Advisory's JPM Position: Q1 2026 in Review
Continuum Advisory reduced its JPMorgan Chase (JPM) stake by 0.86% in Q1 2026, selling an estimated $51.6K and leaving 19,585 shares worth $5.76M. The position accounts for 0.55% of the portfolio, ranked #41.
Continuum Advisory first reported a position in JPM in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.37M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Continuum Advisory held 19,585 shares of JPMorgan Chase worth $5.76M as of Q1 2026.
- Continuum Advisory sold 170 JPMorgan Chase shares in Q1 2026, an estimated $51.6K.
- JPMorgan Chase made up 0.55% of Continuum Advisory's portfolio in Q1 2026, its #41 holding.
- Continuum Advisory first reported a position in JPMorgan Chase in Q1 2017 and has held it in 37 quarters since.
- Continuum Advisory's JPMorgan Chase position peaked at $6.37M in Q4 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.