Financial Management Network’s JPMorgan Chase JPM Stock Holding History

Financial Management Network’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	$2.76M	Sell	8,898 -34	-0.4%	-$10.3K	0.42%	52
2025 Q4	$2.91M	Buy	8,932 +50	+0.6%	+$15.5K	0.46%	47
2025 Q3	$2.75M	Buy	8,882 +148	+2%	+$44K	0.45%	49
2025 Q2	$2.59M	Buy	8,734 +1,145	+15%	+$292K	0.46%	52
2025 Q1	$1.63M	Buy	7,589 +367	+5%	+$93.6K	0.37%	59
2024 Q4	$1.76M	Sell	7,222 -33	-0.5%	-$7.69K	0.37%	53
2024 Q3	$1.53M	Buy	7,255 +27	+0.4%	+$5.69K	0.32%	61
2024 Q2	$1.48M	Buy	7,228 +79	+1%	+$15.4K	0.36%	54
2024 Q1	$1.4M	Sell	7,149 -374	-5%	-$67.5K	0.35%	55
2023 Q4	$1.3M	Buy	7,523 +61	+0.8%	+$9.24K	0.38%	47
2023 Q3	$1.07M	Buy	7,462 +22	+0.3%	+$3.3K	0.35%	51
2023 Q2	$1.09M	Buy	7,440 +5	+0.1%	+$688	0.38%	48
2023 Q1	$955K	Sell	7,435 -456	-6%	-$62.5K	0.38%	51
2022 Q4	$1.08M	Sell	7,891 -193	-2%	-$24.5K	0.48%	45
2022 Q3	$912K	Buy	8,084 +645	+9%	+$74K	0.45%	52
2022 Q2	$848K	Buy	7,439 +1,633	+28%	+$202K	0.45%	53
2022 Q1	$789K	Buy	5,806 +597	+11%	+$88.1K	0.4%	48
2021 Q4	$874K	Buy	5,209 +5	+0.1%	+$821	0.4%	55
2021 Q3	$869K	Buy	5,204 +5	+0.1%	+$784	0.44%	52
2021 Q2	$811K	Hold	5,199	–	–	0.41%	51
2021 Q1	$797K	Buy	5,199 +292	+6%	+$42K	0.41%	53
2020 Q4	$667K	Buy	+4,907	New	+$548K	0.41%	54

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 Management Network's JPM Position: Q1 2026 in Review

Financial Management Network reduced its JPMorgan Chase (JPM) stake by 0.38% in Q1 2026, selling an estimated $10.3K and leaving 8,898 shares worth $2.76M. The position accounts for 0.42% of the portfolio, ranked #52.

Financial Management Network first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.91M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Financial Management Network held 8,898 shares of JPMorgan Chase worth $2.76M as of Q1 2026.
Financial Management Network sold 34 JPMorgan Chase shares in Q1 2026, an estimated $10.3K.
JPMorgan Chase made up 0.42% of Financial Management Network's portfolio in Q1 2026, its #52 holding.
Financial Management Network first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
Financial Management Network's JPMorgan Chase position peaked at $2.91M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.