Family CFO’s JPMorgan Chase JPM Stock Holding History

Family CFO’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	-21	Closed	-$6.77K	–	66
2025 Q4	$6.77K	Buy	+21	New	+$6.5K	﹤0.01%	75
2025 Q3	–	Sell	-21	Closed	-$6.09K	–	61
2025 Q2	$6.09K	Buy	+21	New	+$5.36K	﹤0.01%	77
2025 Q1	–	Sell	-21	Closed	-$5.03K	–	80
2024 Q4	$5.03K	Buy	+21	New	+$4.89K	﹤0.01%	72
2023 Q4	–	Sell	-15	Closed	-$2.17K	–	76
2023 Q3	$2.17K	Buy	+15	New	+$2.25K	﹤0.01%	69

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

Family CFO's JPM Position: Q1 2026 in Review

Family CFO sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 21 shares — an estimated $6.77K sold.

Family CFO first reported a position in JPM in Q3 2023 and held it in 4 quarters. The position peaked at $6.77K in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Family CFO reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Family CFO sold 21 JPMorgan Chase shares in Q1 2026, an estimated $6.77K.
Family CFO first reported a position in JPMorgan Chase in Q3 2023 and held it in 4 quarters.
Family CFO's JPMorgan Chase position peaked at $6.77K in Q4 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Family CFO's 13F filing for Q1 2026, filed 28 Apr 2026.