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Equita Financial Network’s JPMorgan Chase JPM Stock Holding History

Equita Financial Network’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
-965
Closed -$311K – 96
2025
Q4 		$311K Buy
965
+75
+8% +$23.2K 0.09% 82
2025
Q3 		$281K Sell
890
-72
-7% -$21.4K 0.09% 77
2025
Q2 		$279K Sell
962
-783
-45% -$200K 0.11% 68
2025
Q1 		$428K Buy
1,745
+587
+51% +$150K 0.15% 62
2024
Q4 		$278K Buy
1,158
+88
+8% +$20.5K 0.1% 71
2024
Q3 		$226K Buy
+1,070
New +$225K 0.08% 76

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Equita Financial Network's JPM Position: Q1 2026 in Review

Equita Financial Network sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 965 shares — an estimated $311K sold.

Equita Financial Network first reported a position in JPM in Q3 2024 and held it in 6 quarters. The position peaked at $428K in Q1 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Equita Financial Network reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Equita Financial Network sold 965 JPMorgan Chase shares in Q1 2026, an estimated $311K.
  • Equita Financial Network first reported a position in JPMorgan Chase in Q3 2024 and held it in 6 quarters.
  • Equita Financial Network's JPMorgan Chase position peaked at $428K in Q1 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.