FCG
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Financial Connections Group’s JPMorgan Chase JPM Stock Holding History

Financial Connections 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 		$113K Buy
387
+34
+10% +$10.3K 0.04% 84
2025
Q4 		$113K Buy
353
+10
+3% +$3.1K 0.04% 87
2025
Q3 		$108K Sell
343
-60
-15% -$17.8K 0.04% 88
2025
Q2 		$116K Buy
403
+60
+17% +$15.3K 0.05% 76
2025
Q1 		$84K Buy
343
+213
+164% +$54.3K 0.04% 80
2024
Q4 		$31K Buy
130
+25
+24% +$5.82K 0.01% 114
2024
Q3 		$22K Sell
105
-158
-60% -$33.3K 0.01% 123
2024
Q2 		$53K Buy
263
+66
+34% +$12.9K 0.03% 98
2024
Q1 		$40K Sell
197
-1,034
-84% -$187K 0.04% 60
2023
Q4 		$209K Hold
1,231
– – 0.14% 52
2023
Q3 		$178K Sell
1,231
-101
-8% -$15.1K 0.22% 37
2023
Q2 		$193K Buy
1,332
+1,227
+1,169% +$169K 0.13% 58
2023
Q1 		$13K Hold
105
– – 0.01% 156
2022
Q4 		$14K Hold
105
– – 0.01% 149
2022
Q3 		$10K Sell
105
-201
-66% -$23.1K 0.01% 148
2022
Q2 		$34K Buy
306
+100
+49% +$12.4K 0.03% 110
2022
Q1 		$28K Hold
206
– – 0.03% 133
2021
Q4 		$32K Buy
+206
New +$33.8K 0.03% 127

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 Connections Group's JPM Position: Q1 2026 in Review

Financial Connections Group increased its JPMorgan Chase (JPM) stake by 9.6% in Q1 2026, buying an estimated $10.3K and bringing the position to 387 shares worth $113K. The position accounts for 0.04% of the portfolio, ranked #84.

Financial Connections Group first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $209K in Q4 2023. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Financial Connections Group held 387 shares of JPMorgan Chase worth $113K as of Q1 2026.
  • Financial Connections Group bought 34 JPMorgan Chase shares in Q1 2026, an estimated $10.3K.
  • JPMorgan Chase made up 0.04% of Financial Connections Group's portfolio in Q1 2026, its #84 holding.
  • Financial Connections Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Financial Connections Group's JPMorgan Chase position peaked at $209K in Q4 2023.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.