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Financial Council’s JPMorgan Chase JPM Stock Holding History

Financial Council’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 		$1.63M Sell
5,525
-31
-0.6% -$9.41K 0.63% 28
2025
Q4 		$1.79M Sell
5,556
-15
-0.3% -$4.64K 0.71% 27
2025
Q3 		$1.76M Buy
5,571
+15
+0.3% +$4.46K 0.78% 23
2025
Q2 		$1.61M Hold
5,556
– – 0.78% 24
2025
Q1 		$1.36M Sell
5,556
-53
-0.9% -$13.5K 0.73% 26
2024
Q4 		$1.34M Hold
5,609
– – 0.69% 26
2024
Q3 		$1.18M Sell
5,609
-289
-5% -$60.9K 0.62% 27
2024
Q2 		$1.19M Sell
5,898
-250
-4% -$48.9K 0.67% 28
2024
Q1 		$1.23M Sell
6,148
-291
-5% -$52.5K 0.73% 25
2023
Q4 		$1.1M Buy
6,439
+603
+10% +$91.4K 0.73% 23
2023
Q3 		$846K Sell
5,836
-220
-4% -$33K 0.67% 23
2023
Q2 		$881K Sell
6,056
-150
-2% -$20.6K 0.67% 22
2023
Q1 		$809K Sell
6,206
-454
-7% -$62.2K 0.66% 25
2022
Q4 		$893K Hold
6,660
– – 0.56% 27
2022
Q3 		$696K Buy
6,660
+2,215
+50% +$254K 0.8% 26
2022
Q2 		$501K Buy
4,445
+1,670
+60% +$207K 0.63% 29
2022
Q1 		$378K Hold
2,775
– – 0.46% 29
2021
Q4 		$439K Sell
2,775
-69
-2% -$11.3K 0.52% 28
2021
Q3 		$466K Buy
+2,844
New +$446K 0.66% 25

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 Council's JPM Position: Q1 2026 in Review

Financial Council reduced its JPMorgan Chase (JPM) stake by 0.56% in Q1 2026, selling an estimated $9.41K and leaving 5,525 shares worth $1.63M. The position accounts for 0.63% of the portfolio, ranked #28.

Financial Council first reported a position in JPM in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.79M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Financial Council held 5,525 shares of JPMorgan Chase worth $1.63M as of Q1 2026.
  • Financial Council sold 31 JPMorgan Chase shares in Q1 2026, an estimated $9.41K.
  • JPMorgan Chase made up 0.63% of Financial Council's portfolio in Q1 2026, its #28 holding.
  • Financial Council first reported a position in JPMorgan Chase in Q3 2021 and has held it in 19 quarters since.
  • Financial Council's JPMorgan Chase position peaked at $1.79M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Financial Council's 13F filing for Q1 2026, filed 21 Apr 2026.