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Financially in Tune’s JPMorgan Chase JPM Stock Holding History

Financially in Tune’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 		$332K Buy
1,130
+176
+18% +$53.4K 0.29% 49
2025
Q4 		$307K Buy
+954
New +$295K 0.29% 50

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financially in Tune's JPM Position: Q1 2026 in Review

Financially in Tune increased its JPMorgan Chase (JPM) stake by 18% in Q1 2026, buying an estimated $53.4K and bringing the position to 1,130 shares worth $332K. The position accounts for 0.29% of the portfolio, ranked #49.

Financially in Tune first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. 5,078 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Financially in Tune held 1,130 shares of JPMorgan Chase worth $332K as of Q1 2026.
  • Financially in Tune bought 176 JPMorgan Chase shares in Q1 2026, an estimated $53.4K.
  • JPMorgan Chase made up 0.29% of Financially in Tune's portfolio in Q1 2026, its #49 holding.
  • Financially in Tune first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • 5,078 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.