Diversify Advisory Services’s JPMorgan Chase JPM Stock Holding History

Diversify Advisory 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	$1.4M	Sell	4,528 -27,735	-86%	-$8.42M	0.21%	49
2025 Q4	$10.1M	Sell	32,263 -1,237	-4%	-$383K	0.32%	51
2025 Q3	$10.4M	Sell	33,500 -7,058	-17%	-$2.1M	0.35%	49
2025 Q2	$11.9M	Buy	40,558 +13,372	+49%	+$3.41M	0.45%	37
2025 Q1	$6.65M	Buy	27,186 +907	+3%	+$231K	0.42%	41
2024 Q4	$6.3M	Sell	26,279 -4,855	-16%	-$1.13M	0.35%	39
2024 Q3	$6.98M	Sell	31,134 -15,066	-33%	-$3.17M	0.38%	45
2024 Q2	$9.59M	Sell	46,200 -5,887	-11%	-$1.15M	0.53%	32
2024 Q1	$10.4M	Buy	+52,087	New	+$9.4M	0.61%	33

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

Diversify Advisory Services's JPM Position: Q1 2026 in Review

Diversify Advisory Services reduced its JPMorgan Chase (JPM) stake by 86% in Q1 2026, selling an estimated $8.42M and leaving 4,528 shares worth $1.4M. The position accounts for 0.21% of the portfolio, ranked #49.

Diversify Advisory Services first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.9M in Q2 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Diversify Advisory Services held 4,528 shares of JPMorgan Chase worth $1.4M as of Q1 2026.
Diversify Advisory Services sold 27,735 JPMorgan Chase shares in Q1 2026, an estimated $8.42M.
JPMorgan Chase made up 0.21% of Diversify Advisory Services's portfolio in Q1 2026, its #49 holding.
Diversify Advisory Services first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's JPMorgan Chase position peaked at $11.9M in Q2 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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