First Affirmative Financial Network’s JPMorgan Chase JPM Stock Holding History

First Affirmative Financial 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	$742K	Buy	+2,521	New	+$765K	0.29%	74
2025 Q3	$727K	Sell	2,305 -265	-10%	-$78.8K	0.34%	59
2025 Q2	$745K	Sell	2,570 -105	-4%	-$26.8K	0.38%	58
2025 Q1	$656K	Sell	2,675 -126	-4%	-$32.1K	0.4%	62
2024 Q4	$671K	Sell	2,801 -3,586	-56%	-$835K	0.39%	62
2024 Q3	$1.35M	Buy	6,387 +3,387	+113%	+$713K	0.74%	24
2024 Q2	$607K	Buy	3,000 +306	+11%	+$59.8K	0.42%	54
2024 Q1	$540K	Buy	2,694 +100	+4%	+$18K	0.4%	66
2023 Q4	$441K	Buy	2,594 +80	+3%	+$12.1K	0.35%	80
2023 Q3	$365K	Buy	2,514 +342	+16%	+$51.3K	0.36%	86
2023 Q2	$316K	Buy	+2,172	New	+$299K	0.32%	106
2022 Q1	–	Sell	-1,343	Closed	-$213K	–	158
2021 Q4	$213K	Buy	1,343 +82	+7%	+$13.5K	0.19%	153
2021 Q3	$206K	Buy	+1,261	New	+$198K	0.21%	148

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

First Affirmative Financial Network's JPM Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in JPMorgan Chase (JPM) in Q1 2026: 2,521 shares worth $742K. The stake represents 0.29% of the portfolio and ranks #74 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in JPM as recently as Q3 2025.

First Affirmative Financial Network first reported a position in JPM in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.35M in Q3 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

First Affirmative Financial Network held 2,521 shares of JPMorgan Chase worth $742K as of Q1 2026.
JPMorgan Chase was a new First Affirmative Financial Network position in Q1 2026.
JPMorgan Chase made up 0.29% of First Affirmative Financial Network's portfolio in Q1 2026, its #74 holding.
First Affirmative Financial Network first reported a position in JPMorgan Chase in Q3 2021 and has held it in 13 quarters since.
First Affirmative Financial Network's JPMorgan Chase position peaked at $1.35M in Q3 2024.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.