Financial Engines Advisors
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Financial Engines Advisors’s JPMorgan Chase JPM Stock Holding History

Financial Engines Advisors’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 		$6.3M Sell
21,407
-944
-4% -$286K 0.01% 123
2025
Q4 		$7.2M Sell
22,351
-613
-3% -$190K 0.01% 122
2025
Q3 		$7.24M Buy
22,964
+3,331
+17% +$991K 0.01% 121
2025
Q2 		$5.69M Buy
19,633
+3,133
+19% +$800K 0.01% 135
2025
Q1 		$4.05M Sell
16,500
-49
-0.3% -$12.5K 0.01% 145
2024
Q4 		$3.97M Buy
16,549
+8,217
+99% +$1.91M 0.01% 154
2024
Q3 		$1.76M Buy
8,332
+30
+0.4% +$6.32K ﹤0.01% 186
2024
Q2 		$1.68M Buy
8,302
+23
+0.3% +$4.5K ﹤0.01% 180
2024
Q1 		$1.66M Buy
8,279
+2,819
+52% +$509K ﹤0.01% 170
2023
Q4 		$929K Sell
5,460
-378
-6% -$57.3K ﹤0.01% 188
2023
Q3 		$847K Buy
5,838
+2,966
+103% +$445K ﹤0.01% 177
2023
Q2 		$418K Buy
2,872
+322
+13% +$44.3K ﹤0.01% 218
2023
Q1 		$332K Sell
2,550
-3,533
-58% -$484K ﹤0.01% 233
2022
Q4 		$816K Buy
6,083
+2,554
+72% +$324K ﹤0.01% 187
2022
Q3 		$368K Buy
3,529
+435
+14% +$49.9K ﹤0.01% 223
2022
Q2 		$348K Buy
3,094
+213
+7% +$26.4K ﹤0.01% 232
2022
Q1 		$393K Buy
2,881
+516
+22% +$76.2K ﹤0.01% 220
2021
Q4 		$374K Sell
2,365
-1,645
-41% -$270K ﹤0.01% 186
2021
Q3 		$656K Sell
4,010
-1,085
-21% -$170K ﹤0.01% 142
2021
Q2 		$793K Sell
5,095
-701
-12% -$110K ﹤0.01% 115
2021
Q1 		$882K Sell
5,796
-347
-6% -$49.9K ﹤0.01% 124
2020
Q4 		$781K Buy
6,143
+873
+17% +$97.6K ﹤0.01% 131
2020
Q3 		$507K Buy
5,270
+2,625
+99% +$258K ﹤0.01% 157
2020
Q2 		$249K Buy
+2,645
New +$251K ﹤0.01% 171
2017
Q2 		– Sell
-35
Closed -$3K – 102
2017
Q1 		$3K Buy
+35
New +$3.09K ﹤0.01% 81

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 Engines Advisors's JPM Position: Q1 2026 in Review

Financial Engines Advisors reduced its JPMorgan Chase (JPM) stake by 4.2% in Q1 2026, selling an estimated $286K and leaving 21,407 shares worth $6.3M. The position accounts for 0.01% of the portfolio, ranked #123.

Financial Engines Advisors first reported a position in JPM in Q1 2017 and has held it in 25 quarters since. The position peaked at $7.24M in Q3 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Financial Engines Advisors held 21,407 shares of JPMorgan Chase worth $6.3M as of Q1 2026.
  • Financial Engines Advisors sold 944 JPMorgan Chase shares in Q1 2026, an estimated $286K.
  • JPMorgan Chase made up 0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #123 holding.
  • Financial Engines Advisors first reported a position in JPMorgan Chase in Q1 2017 and has held it in 25 quarters since.
  • Financial Engines Advisors's JPMorgan Chase position peaked at $7.24M in Q3 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.