Financial Freedom LLC’s JPMorgan Chase JPM Stock Holding History

Financial Freedom LLC’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	$875K	Buy	2,974 +46	+2%	+$14K	0.44%	51
2025 Q4	$943K	Buy	2,928 +4	+0.1%	+$1.24K	0.47%	46
2025 Q3	$922K	Buy	2,924 +5	+0.2%	+$1.49K	0.46%	46
2025 Q2	$846K	Buy	2,919 +5	+0.2%	+$1.28K	0.46%	43
2025 Q1	$715K	Buy	2,914 +5	+0.2%	+$1.27K	0.41%	44
2024 Q4	$697K	Buy	2,909 +6	+0.2%	+$1.4K	0.37%	49
2024 Q3	$612K	Buy	2,903 +6	+0.2%	+$1.26K	0.32%	53
2024 Q2	$586K	Buy	2,897 +144	+5%	+$28.2K	0.33%	52
2024 Q1	$551K	Buy	2,753 +6	+0.2%	+$1.08K	0.33%	53
2023 Q4	$467K	Buy	2,747 +11	+0.4%	+$1.67K	0.3%	58
2023 Q3	$397K	Buy	2,736 +9	+0.3%	+$1.35K	0.28%	60
2023 Q2	$397K	Buy	2,727 +10	+0.4%	+$1.38K	0.28%	59
2023 Q1	$354K	Sell	2,717 -66	-2%	-$9.04K	0.26%	58
2022 Q4	$373K	Buy	+2,783	New	+$353K	0.25%	53

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Freedom LLC's JPM Position: Q1 2026 in Review

Financial Freedom LLC increased its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, buying an estimated $14K and bringing the position to 2,974 shares worth $875K. The position accounts for 0.44% of the portfolio, ranked #51.

Financial Freedom LLC first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $943K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Financial Freedom LLC held 2,974 shares of JPMorgan Chase worth $875K as of Q1 2026.
Financial Freedom LLC bought 46 JPMorgan Chase shares in Q1 2026, an estimated $14K.
JPMorgan Chase made up 0.44% of Financial Freedom LLC's portfolio in Q1 2026, its #51 holding.
Financial Freedom LLC first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Financial Freedom LLC's JPMorgan Chase position peaked at $943K in Q4 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.