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Financial Avengers’s JPMorgan Chase JPM Stock Holding History

Financial Avengers’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 		$232K Sell
788
-21
-3% -$6.37K 0.11% 31
2025
Q4 		$261K Buy
809
+3
+0.4% +$929 0.11% 31
2025
Q3 		$254K Sell
806
-11
-1% -$3.27K 0.11% 31
2025
Q2 		$237K Buy
817
+3
+0.4% +$766 0.11% 32
2025
Q1 		$200K Sell
814
-58
-7% -$14.8K 0.1% 33
2024
Q4 		$209K Buy
872
+4
+0.5% +$932 0.1% 32
2024
Q3 		$183K Buy
868
+43
+5% +$9.06K 0.09% 34
2024
Q2 		$167K Buy
825
+4
+0.5% +$782 0.09% 32
2024
Q1 		$163K Buy
821
+68
+9% +$12.3K 0.09% 34
2023
Q4 		$128K Buy
753
+5
+0.7% +$758 0.08% 38
2023
Q3 		$108K Buy
748
+29
+4% +$4.35K 0.07% 40
2023
Q2 		$105K Buy
719
+4
+0.6% +$550 0.07% 41
2023
Q1 		$93.2K Buy
715
+4
+0.6% +$548 0.07% 41
2022
Q4 		$95.4K Buy
711
+4
+0.6% +$507 0.08% 38
2022
Q3 		$74K Sell
707
-11
-2% -$1.26K 0.06% 42
2022
Q2 		$81K Buy
718
+5
+0.7% +$619 0.07% 42
2022
Q1 		$97K Buy
713
+3
+0.4% +$443 0.06% 43
2021
Q4 		$112K Buy
710
+153
+27% +$25.1K 0.07% 44
2021
Q3 		$91K Buy
557
+2
+0.4% +$314 0.06% 46
2021
Q2 		$86K Buy
555
+3
+0.5% +$471 0.06% 47
2021
Q1 		$84K Buy
552
+98
+22% +$14.1K 0.06% 45
2020
Q4 		$58K Buy
+454
New +$50.7K 0.05% 49

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 Avengers's JPM Position: Q1 2026 in Review

Financial Avengers reduced its JPMorgan Chase (JPM) stake by 2.6% in Q1 2026, selling an estimated $6.37K and leaving 788 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #31.

Financial Avengers first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $261K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Financial Avengers held 788 shares of JPMorgan Chase worth $232K as of Q1 2026.
  • Financial Avengers sold 21 JPMorgan Chase shares in Q1 2026, an estimated $6.37K.
  • JPMorgan Chase made up 0.11% of Financial Avengers's portfolio in Q1 2026, its #31 holding.
  • Financial Avengers first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Financial Avengers's JPMorgan Chase position peaked at $261K in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Financial Avengers's 13F filing for Q1 2026, filed 19 May 2026.