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Coordinated Financial Services’s JPMorgan Chase JPM Stock Holding History

Coordinated Financial Services’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 		$689K Sell
2,341
-94
-4% -$28.5K 0.4% 79
2025
Q4 		$785K Sell
2,435
-76
-3% -$23.5K 0.45% 69
2025
Q3 		$792K Buy
2,511
+16
+0.6% +$4.76K 0.51% 61
2025
Q2 		$723K Buy
2,495
+44
+2% +$11.2K 0.5% 63
2025
Q1 		$601K Sell
2,451
-527
-18% -$134K 0.46% 64
2024
Q4 		$714K Buy
+2,978
New +$694K 0.56% 54
2024
Q2 		$601K Sell
2,970
-366
-11% -$71.6K 0.51% 56
2024
Q1 		$668K Buy
+3,336
New +$602K 0.58% 45

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

Coordinated Financial Services's JPM Position: Q1 2026 in Review

Coordinated Financial Services reduced its JPMorgan Chase (JPM) stake by 3.9% in Q1 2026, selling an estimated $28.5K and leaving 2,341 shares worth $689K. The position accounts for 0.4% of the portfolio, ranked #79.

Coordinated Financial Services first reported a position in JPM in Q1 2024 and has held it in 8 quarters since. The position peaked at $792K in Q3 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Coordinated Financial Services held 2,341 shares of JPMorgan Chase worth $689K as of Q1 2026.
  • Coordinated Financial Services sold 94 JPMorgan Chase shares in Q1 2026, an estimated $28.5K.
  • JPMorgan Chase made up 0.4% of Coordinated Financial Services's portfolio in Q1 2026, its #79 holding.
  • Coordinated Financial Services first reported a position in JPMorgan Chase in Q1 2024 and has held it in 8 quarters since.
  • Coordinated Financial Services's JPMorgan Chase position peaked at $792K in Q3 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.