Coyle Financial Counsel’s JPMorgan Chase JPM Stock Holding History

Coyle Financial Counsel’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	$1.15M	Buy	3,894 +111	+3%	+$33.7K	0.24%	39
2025 Q4	$1.22M	Buy	3,783 +854	+29%	+$264K	0.26%	39
2025 Q3	$924K	Buy	2,929 +693	+31%	+$206K	0.21%	48
2025 Q2	$648K	Buy	2,236 +32	+1%	+$8.17K	0.17%	51
2025 Q1	$541K	Buy	2,204 +30	+1%	+$7.65K	0.17%	51
2024 Q4	$521K	Buy	2,174 +523	+32%	+$122K	0.16%	53
2024 Q3	$334K	Buy	1,651 +342	+26%	+$72K	0.12%	55
2024 Q2	$262K	Hold	1,309	–	–	0.09%	57
2024 Q1	$262K	Buy	1,309 +73	+6%	+$13.2K	0.09%	57
2023 Q4	$210K	Buy	+1,236	New	+$187K	0.08%	65
2023 Q3	–	Sell	-1,454	Closed	-$211K	–	66
2023 Q2	$211K	Buy	+1,454	New	+$200K	0.1%	59
2022 Q3	–	Sell	-2,176	Closed	-$245K	–	60
2022 Q2	$245K	Sell	2,176 -9	-0.4%	-$1.11K	0.13%	57
2022 Q1	$298K	Buy	2,185 +9	+0.4%	+$1.33K	0.16%	61
2021 Q4	$345K	Buy	2,176 +8	+0.4%	+$1.31K	0.2%	58
2021 Q3	$355K	Buy	+2,168	New	+$340K	0.21%	53
2020 Q2	–	Sell	-2,800	Closed	-$252K	–	47
2020 Q1	$252K	Sell	2,800 -120	-4%	-$14.6K	0.31%	43
2019 Q4	$407K	Sell	2,920 -80	-3%	-$10.3K	0.38%	45
2019 Q3	$353K	Hold	3,000	–	–	0.36%	49
2019 Q2	$335K	Buy	+3,000	New	+$331K	0.3%	50
2018 Q3	–	Sell	-215	Closed	-$22K	–	174
2018 Q2	$22K	Sell	215 -114	-35%	-$12.5K	0.02%	80
2018 Q1	$36K	Buy	+329	New	+$37.3K	0.04%	55

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Coyle Financial Counsel's JPM Position: Q1 2026 in Review

Coyle Financial Counsel increased its JPMorgan Chase (JPM) stake by 2.9% in Q1 2026, buying an estimated $33.7K and bringing the position to 3,894 shares worth $1.15M. The position accounts for 0.24% of the portfolio, ranked #39.

Coyle Financial Counsel first reported a position in JPM in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.22M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Coyle Financial Counsel held 3,894 shares of JPMorgan Chase worth $1.15M as of Q1 2026.
Coyle Financial Counsel bought 111 JPMorgan Chase shares in Q1 2026, an estimated $33.7K.
JPMorgan Chase made up 0.24% of Coyle Financial Counsel's portfolio in Q1 2026, its #39 holding.
Coyle Financial Counsel first reported a position in JPMorgan Chase in Q1 2018 and has held it in 21 quarters since.
Coyle Financial Counsel's JPMorgan Chase position peaked at $1.22M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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