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Financial Insights’s JPMorgan Chase JPM Stock Holding History

Financial Insights’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 		$732K Sell
2,487
-12
-0.5% -$3.64K 0.24% 59
2025
Q4 		$805K Sell
2,499
-609
-20% -$189K 0.27% 55
2025
Q3 		$980K Buy
3,108
+339
+12% +$101K 0.32% 44
2025
Q2 		$803K Buy
2,769
+319
+13% +$81.4K 0.29% 47
2025
Q1 		$601K Sell
2,450
-153
-6% -$39K 0.24% 55
2024
Q4 		$624K Sell
2,603
-3,837
-60% -$894K 0.23% 55
2024
Q3 		$1.36M Sell
6,440
-5,549
-46% -$1.17M 0.43% 40
2024
Q2 		$2.42M Buy
11,989
+403
+3% +$78.8K 0.67% 31
2024
Q1 		$2.32M Buy
11,586
+180
+2% +$32.5K 0.65% 33
2023
Q4 		$1.94M Buy
11,406
+305
+3% +$46.2K 0.61% 33
2023
Q3 		$1.54M Buy
11,101
+994
+10% +$149K 0.55% 36
2023
Q2 		$1.47M Buy
10,107
+1,390
+16% +$191K 0.54% 37
2023
Q1 		$1.14M Buy
8,717
+2,262
+35% +$310K 0.46% 42
2022
Q4 		$866K Buy
6,455
+1,636
+34% +$207K 0.41% 51
2022
Q3 		$504K Buy
+4,819
New +$553K 0.34% 62
2021
Q3 		– Sell
-1,113
Closed -$1.73M – 162
2021
Q2 		$1.73M Buy
+1,113
New +$175K 0.14% 87
2020
Q1 		– Sell
-1,644
Closed -$229K – 76
2019
Q4 		$229K Buy
+1,644
New +$211K 0.2% 73

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Insights's JPM Position: Q1 2026 in Review

Financial Insights reduced its JPMorgan Chase (JPM) stake by 0.48% in Q1 2026, selling an estimated $3.64K and leaving 2,487 shares worth $732K. The position accounts for 0.24% of the portfolio, ranked #59.

Financial Insights first reported a position in JPM in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.42M in Q2 2024. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Financial Insights held 2,487 shares of JPMorgan Chase worth $732K as of Q1 2026.
  • Financial Insights sold 12 JPMorgan Chase shares in Q1 2026, an estimated $3.64K.
  • JPMorgan Chase made up 0.24% of Financial Insights's portfolio in Q1 2026, its #59 holding.
  • Financial Insights first reported a position in JPMorgan Chase in Q4 2019 and has held it in 17 quarters since.
  • Financial Insights's JPMorgan Chase position peaked at $2.42M in Q2 2024.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.