Financial Gravity Asset Management’s JPMorgan Chase JPM Stock Holding History

Financial Gravity Asset Management’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	$112K	Buy	382 +20	+6%	+$6.07K	0.02%	214
2025 Q4	$117K	Sell	362 -97	-21%	-$30K	0.02%	166
2025 Q3	$145K	Buy	+459	New	+$137K	0.03%	179
2025 Q1	$70.9K	Buy	+289	New	+$73.7K	0.02%	261
2024 Q2	$5.46K	Sell	27 -22	-45%	-$4.3K	﹤0.01%	581
2024 Q1	$9.08K	Buy	49 +1	+2%	+$180	﹤0.01%	486
2023 Q4	$8.53K	Buy	+48	New	+$7.27K	﹤0.01%	517
2021 Q3	$164K	Hold	71	–	–	0.08%	230
2021 Q2	$156K	Buy	+71	New	+$11.2K	0.06%	237
2020 Q4	$7K	Buy	+55	New	+$6.15K	0.01%	207
2019 Q4	$151K	Sell	273 -376	-58%	-$48.2K	0.1%	179
2019 Q3	$76K	Sell	649 -297	-31%	-$33.6K	0.07%	245
2019 Q2	$106K	Buy	946 +445	+89%	+$49.1K	0.09%	223
2019 Q1	$52K	Buy	+501	New	+$51.6K	0.04%	308
2018 Q3	$90K	Sell	850 -603	-42%	-$68.5K	0.09%	223
2018 Q2	$167K	Buy	1,453 +59	+4%	+$6.47K	0.16%	151
2018 Q1	$150K	Buy	+1,394	New	+$158K	0.15%	140

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Gravity Asset Management's JPM Position: Q1 2026 in Review

Financial Gravity Asset Management increased its JPMorgan Chase (JPM) stake by 5.5% in Q1 2026, buying an estimated $6.07K and bringing the position to 382 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #214.

Financial Gravity Asset Management first reported a position in JPM in Q1 2018 and has held it in 17 quarters since. The position peaked at $167K in Q2 2018. 5,093 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Financial Gravity Asset Management held 382 shares of JPMorgan Chase worth $112K as of Q1 2026.
Financial Gravity Asset Management bought 20 JPMorgan Chase shares in Q1 2026, an estimated $6.07K.
JPMorgan Chase made up 0.02% of Financial Gravity Asset Management's portfolio in Q1 2026, its #214 holding.
Financial Gravity Asset Management first reported a position in JPMorgan Chase in Q1 2018 and has held it in 17 quarters since.
Financial Gravity Asset Management's JPMorgan Chase position peaked at $167K in Q2 2018.
5,093 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.