Curtis Advisory Group’s JPMorgan Chase JPM Stock Holding History

Curtis Advisory Group’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	$2.5M	Buy	8,500 +1,400	+20%	+$425K	0.54%	43
2025 Q4	$2.29M	Buy	7,100 +3,300	+87%	+$1.02M	0.48%	43
2025 Q3	$1.2M	Hold	3,800	–	–	0.27%	48
2025 Q2	$1.1M	Buy	3,800 +2,000	+111%	+$510K	0.28%	47
2025 Q1	$442K	Hold	1,800	–	–	0.13%	74
2024 Q4	$431K	Buy	1,800 +300	+20%	+$69.9K	0.11%	72
2024 Q3	$316K	Hold	1,500	–	–	0.09%	80
2024 Q2	$303K	Hold	1,500	–	–	0.11%	75
2024 Q1	$300K	Hold	1,500	–	–	0.12%	76
2023 Q4	$255K	Hold	1,500	–	–	0.12%	80
2023 Q3	$218K	Sell	1,500 -125	-8%	-$18.7K	0.07%	79
2023 Q2	$236K	Hold	1,625	–	–	0.08%	80
2023 Q1	$212K	Sell	1,625 -204	-11%	-$28K	0.08%	86
2022 Q4	$245K	Buy	+1,829	New	+$232K	0.1%	76
2022 Q3	–	Sell	-2,029	Closed	-$228K	–	87
2022 Q2	$228K	Buy	2,029 +29	+1%	+$3.59K	0.09%	84
2022 Q1	$273K	Sell	2,000 -21	-1%	-$3.1K	0.09%	73
2021 Q4	$320K	Sell	2,021 -41	-2%	-$6.73K	0.11%	69
2021 Q3	$338K	Sell	2,062 -438	-18%	-$68.7K	0.12%	55
2021 Q2	$389K	Hold	2,500	–	–	0.17%	50
2021 Q1	$381K	Sell	2,500 -200	-7%	-$28.8K	0.17%	53
2020 Q4	$343K	Hold	2,700	–	–	0.17%	49
2020 Q3	$260K	Hold	2,700	–	–	0.15%	54
2020 Q2	$254K	Hold	2,700	–	–	0.18%	48
2020 Q1	$243K	Hold	2,700	–	–	0.16%	45
2019 Q4	$376K	Buy	+2,700	New	+$346K	0.22%	41

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

Curtis Advisory Group's JPM Position: Q1 2026 in Review

Curtis Advisory Group increased its JPMorgan Chase (JPM) stake by 20% in Q1 2026, buying an estimated $425K and bringing the position to 8,500 shares worth $2.5M. The position accounts for 0.54% of the portfolio, ranked #43.

Curtis Advisory Group first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Curtis Advisory Group held 8,500 shares of JPMorgan Chase worth $2.5M as of Q1 2026.
Curtis Advisory Group bought 1,400 JPMorgan Chase shares in Q1 2026, an estimated $425K.
JPMorgan Chase made up 0.54% of Curtis Advisory Group's portfolio in Q1 2026, its #43 holding.
Curtis Advisory Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.