Ethos Financial Group’s JPMorgan Chase JPM Stock Holding History

Ethos Financial Group’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	$7.58M	Buy	25,349 +455	+2%	+$138K	0.55%	47
2025 Q4	$8.02M	Buy	24,894 +1,195	+5%	+$370K	0.59%	43
2025 Q3	$7.48M	Sell	23,699 -176	-0.7%	-$52.3K	0.59%	46
2025 Q2	$6.92M	Buy	23,875 +464	+2%	+$118K	0.6%	48
2025 Q1	$5.69M	Buy	23,411 +4,646	+25%	+$1.18M	0.54%	46
2024 Q4	$4.55M	Buy	18,765 +624	+3%	+$145K	0.59%	50
2024 Q3	$3.83M	Sell	18,141 -93	-0.5%	-$19.6K	0.63%	39
2024 Q2	$3.71M	Buy	18,234 +3	+0%	+$587	0.65%	40
2024 Q1	$3.65M	Sell	18,231 -330	-2%	-$59.5K	0.69%	39
2023 Q4	$3.16M	Sell	18,561 -1,749	-9%	-$265K	0.67%	39
2023 Q3	$2.95M	Buy	20,310 +3,399	+20%	+$510K	0.76%	39
2023 Q2	$2.2M	Hold	16,911	–	–	0.74%	33
2023 Q1	$2.2M	Sell	16,911 -291	-2%	-$39.9K	0.69%	35
2022 Q4	$2.32M	Buy	+17,202	New	+$2.18M	0.79%	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

Ethos Financial Group's JPM Position: Q1 2026 in Review

Ethos Financial Group increased its JPMorgan Chase (JPM) stake by 1.8% in Q1 2026, buying an estimated $138K and bringing the position to 25,349 shares worth $7.58M. The position accounts for 0.55% of the portfolio, ranked #47.

Ethos Financial Group first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.02M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Ethos Financial Group held 25,349 shares of JPMorgan Chase worth $7.58M as of Q1 2026.
Ethos Financial Group bought 455 JPMorgan Chase shares in Q1 2026, an estimated $138K.
JPMorgan Chase made up 0.55% of Ethos Financial Group's portfolio in Q1 2026, its #47 holding.
Ethos Financial Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Ethos Financial Group's JPMorgan Chase position peaked at $8.02M in Q4 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.