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Financial Network Wealth Management’s JPMorgan Chase JPM Stock Holding History

Financial Network Wealth 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 		$245K Sell
836
-41
-5% -$12.4K 0.08% 100
2025
Q4 		$282K Hold
877
– – 0.09% 95
2025
Q3 		$277K Buy
+877
New +$261K 0.09% 94
2025
Q1 		$173K Buy
+709
New +$181K 0.06% 125

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 Network Wealth Management's JPM Position: Q1 2026 in Review

Financial Network Wealth Management reduced its JPMorgan Chase (JPM) stake by 4.7% in Q1 2026, selling an estimated $12.4K and leaving 836 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #100.

Financial Network Wealth Management first reported a position in JPM in Q1 2025 and has held it in 4 quarters since. The position peaked at $282K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Financial Network Wealth Management held 836 shares of JPMorgan Chase worth $245K as of Q1 2026.
  • Financial Network Wealth Management sold 41 JPMorgan Chase shares in Q1 2026, an estimated $12.4K.
  • JPMorgan Chase made up 0.08% of Financial Network Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Financial Network Wealth Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 4 quarters since.
  • Financial Network Wealth Management's JPMorgan Chase position peaked at $282K in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.