DecisionPoint Financial’s JPMorgan Chase JPM Stock Holding History

DecisionPoint Financial’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	$238K	Hold	808	–	–	0.05%	44
2025 Q4	$260K	Buy	808 +174	+27%	+$53.9K	0.06%	42
2025 Q3	$197K	Hold	634	–	–	0.05%	47
2025 Q2	$184K	Buy	634 +24	+4%	+$6.13K	0.05%	46
2025 Q1	$150K	Hold	610	–	–	0.04%	45
2024 Q4	$146K	Hold	610	–	–	0.04%	43
2024 Q3	$129K	Hold	610	–	–	0.04%	45
2024 Q2	$130K	Hold	610	–	–	0.04%	45
2024 Q1	$118K	Hold	610	–	–	0.05%	45
2023 Q4	$104K	Sell	610 -12	-2%	-$1.82K	0.04%	45
2023 Q3	$90.2K	Buy	622 +12	+2%	+$1.8K	0.05%	40
2023 Q2	$88.7K	Sell	610 -23	-4%	-$3.16K	0.05%	42
2023 Q1	$82.5K	Buy	633 +23	+4%	+$3.15K	0.05%	43
2022 Q4	$81.8K	Buy	+610	New	+$77.3K	0.05%	40

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

DecisionPoint Financial's JPM Position: Q1 2026 in Review

DecisionPoint Financial held its JPMorgan Chase (JPM) position steady in Q1 2026 at 808 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #44.

DecisionPoint Financial first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $260K in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

DecisionPoint Financial held 808 shares of JPMorgan Chase worth $238K as of Q1 2026.
DecisionPoint Financial left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.05% of DecisionPoint Financial's portfolio in Q1 2026, its #44 holding.
DecisionPoint Financial first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
DecisionPoint Financial's JPMorgan Chase position peaked at $260K in Q4 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.