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Financial Advisors Network’s JPMorgan Chase JPM Stock Holding History

Financial Advisors 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 		$485K Sell
1,650
-131
-7% -$39.8K 0.07% 111
2025
Q4 		$574K Buy
1,781
+29
+2% +$8.98K 0.08% 102
2025
Q3 		$552K Sell
1,752
-79
-4% -$23.5K 0.08% 105
2025
Q2 		$531K Sell
1,831
-56
-3% -$14.3K 0.08% 100
2025
Q1 		$463K Sell
1,887
-59
-3% -$15K 0.08% 105
2024
Q4 		$466K Buy
+1,946
New +$453K 0.08% 109
2023
Q4 		$308K Sell
1,810
-360
-17% -$54.6K 0.06% 130
2023
Q3 		$315K Buy
+2,170
New +$325K 0.07% 117
2022
Q4 		$299K Buy
2,233
+45
+2% +$5.7K 0.08% 97
2022
Q3 		$229K Sell
2,188
-6
-0.3% -$689 0.07% 101
2022
Q2 		$247K Sell
2,194
-20
-0.9% -$2.48K 0.07% 101
2022
Q1 		$302K Buy
2,214
+90
+4% +$13.3K 0.07% 98
2021
Q4 		$336K Sell
2,124
-73
-3% -$12K 0.08% 114
2021
Q3 		$367K Buy
2,197
+165
+8% +$25.9K 0.08% 110
2021
Q2 		$316K Sell
2,032
-110
-5% -$17.3K 0.09% 101
2021
Q1 		$326K Sell
2,142
-49
-2% -$7.05K 0.11% 98
2020
Q4 		$278K Buy
2,191
+27
+1% +$3.02K 0.1% 93
2020
Q3 		$208K Buy
+2,164
New +$213K 0.08% 103
2020
Q2 		– Sell
-3,033
Closed -$273K – 110
2020
Q1 		$273K Sell
3,033
-342
-10% -$41.6K 0.13% 80
2019
Q4 		$471K Sell
3,375
-772
-19% -$99K 0.22% 72
2019
Q3 		$488K Sell
4,147
-247
-6% -$27.9K 0.25% 71
2019
Q2 		$475K Buy
4,394
+213
+5% +$23.5K 0.26% 69
2019
Q1 		$443K Sell
4,181
-1,703
-29% -$175K 0.26% 67
2018
Q4 		$574K Buy
+5,884
New +$627K 0.36% 58
2018
Q2 		$504K Buy
+4,833
New +$530K 0.3% 59
2017
Q4 		$367K Sell
3,427
-331
-9% -$33.5K 0.25% 75
2017
Q3 		$359K Buy
3,758
+30
+0.8% +$2.77K 0.28% 67
2017
Q2 		$341K Sell
3,728
-345
-8% -$29.8K 0.28% 64
2017
Q1 		$355K Sell
4,073
-127
-3% -$11.2K 0.31% 59
2016
Q4 		$364K Buy
+4,200
New +$320K 0.31% 53

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

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

Financial Advisors Network reduced its JPMorgan Chase (JPM) stake by 7.4% in Q1 2026, selling an estimated $39.8K and leaving 1,650 shares worth $485K. The position accounts for 0.07% of the portfolio, ranked #111.

Financial Advisors Network first reported a position in JPM in Q4 2016 and has held it in 30 quarters since. The position peaked at $574K in Q4 2018. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Financial Advisors Network held 1,650 shares of JPMorgan Chase worth $485K as of Q1 2026.
  • Financial Advisors Network sold 131 JPMorgan Chase shares in Q1 2026, an estimated $39.8K.
  • JPMorgan Chase made up 0.07% of Financial Advisors Network's portfolio in Q1 2026, its #111 holding.
  • Financial Advisors Network first reported a position in JPMorgan Chase in Q4 2016 and has held it in 30 quarters since.
  • Financial Advisors Network's JPMorgan Chase position peaked at $574K in Q4 2018.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Financial Advisors Network's 13F filing for Q1 2026, filed 15 May 2026.