eCIO Inc’s JPMorgan Chase JPM Stock Holding History

eCIO Inc’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	-589	Closed	-$190K	–	112
2025 Q4	$190K	Sell	589 -178	-23%	-$55.1K	0.09%	52
2025 Q3	$242K	Sell	767 -42	-5%	-$12.5K	0.09%	49
2025 Q2	$235K	Sell	809 -5	-0.6%	-$1.28K	0.1%	48
2025 Q1	$200K	Buy	+814	New	+$208K	0.07%	108

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

eCIO Inc's JPM Position: Q1 2026 in Review

eCIO Inc sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 589 shares — an estimated $190K sold.

eCIO Inc first reported a position in JPM in Q1 2025 and held it in 4 quarters. The position peaked at $242K in Q3 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

eCIO Inc reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
eCIO Inc sold 589 JPMorgan Chase shares in Q1 2026, an estimated $190K.
eCIO Inc first reported a position in JPMorgan Chase in Q1 2025 and held it in 4 quarters.
eCIO Inc's JPMorgan Chase position peaked at $242K in Q3 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on eCIO Inc's 13F filing for Q1 2026, filed 14 Apr 2026.