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Davies Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Davies Financial 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 		– Sell
-753
Closed -$243K – 30
2025
Q4 		$243K Sell
753
-1,124
-60% -$348K 0.45% 40
2025
Q3 		$592K Sell
1,877
-803
-30% -$239K 0.48% 44
2025
Q2 		$777K Sell
2,680
-59
-2% -$15.1K 0.6% 34
2025
Q1 		$672K Sell
2,739
-5
-0.2% -$1.27K 0.57% 38
2024
Q4 		$658K Sell
2,744
-442
-14% -$103K 0.56% 38
2024
Q3 		$672K Sell
3,186
-54
-2% -$11.4K 0.59% 38
2024
Q2 		$655K Buy
3,240
+381
+13% +$74.5K 0.61% 38
2024
Q1 		$573K Buy
+2,859
New +$516K 0.58% 34

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Davies Financial Advisors's JPM Position: Q1 2026 in Review

Davies Financial Advisors sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 753 shares — an estimated $243K sold.

Davies Financial Advisors first reported a position in JPM in Q1 2024 and held it in 8 quarters. The position peaked at $777K in Q2 2025. 5,079 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Davies Financial Advisors reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Davies Financial Advisors sold 753 JPMorgan Chase shares in Q1 2026, an estimated $243K.
  • Davies Financial Advisors first reported a position in JPMorgan Chase in Q1 2024 and held it in 8 quarters.
  • Davies Financial Advisors's JPMorgan Chase position peaked at $777K in Q2 2025.
  • 5,079 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Davies Financial Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.