First Foundation Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $29.3M | Buy |
99,471
+417
| +0.4% | +$127K | 1.18% | 20 |
|
|
2025
Q4 | $31.9M | Sell |
99,054
-9,000
| -8% | -$2.79M | 1.2% | 18 |
|
|
2025
Q3 | $34.1M | Sell |
108,054
-8,231
| -7% | -$2.45M | 1.26% | 17 |
|
|
2025
Q2 | $33.7M | Sell |
116,285
-4,210
| -3% | -$1.07M | 1.25% | 17 |
|
|
2025
Q1 | $29.6M | Sell |
120,495
-6,952
| -5% | -$1.77M | 1.2% | 19 |
|
|
2024
Q4 | $30.6M | Sell |
127,447
-4,398
| -3% | -$1.02M | 1.15% | 19 |
|
|
2024
Q3 | $27.8M | Sell |
131,845
-6,697
| -5% | -$1.41M | 1.05% | 22 |
|
|
2024
Q2 | $28M | Sell |
138,542
-3,492
| -2% | -$683K | 1.07% | 20 |
|
|
2024
Q1 | $28.4M | Sell |
142,034
-5,716
| -4% | -$1.03M | 1.14% | 18 |
|
|
2023
Q4 | $25.1M | Sell |
147,750
-10,758
| -7% | -$1.63M | 1.15% | 18 |
|
|
2023
Q3 | $23M | Sell |
158,508
-14,337
| -8% | -$2.15M | 1.07% | 20 |
|
|
2023
Q2 | $25.1M | Sell |
172,845
-13,362
| -7% | -$1.84M | 1.09% | 16 |
|
|
2023
Q1 | $24.3M | Sell |
186,207
-45,789
| -20% | -$6.27M | 1.12% | 19 |
|
|
2022
Q4 | $31.1M | Sell |
231,996
-14,088
| -6% | -$1.79M | 1.49% | 14 |
|
|
2022
Q3 | $25.7M | Sell |
246,084
-1,959
| -0.8% | -$225K | 1.26% | 19 |
|
|
2022
Q2 | $27.9M | Buy |
248,043
+21,437
| +9% | +$2.66M | 1.23% | 19 |
|
|
2022
Q1 | $30.9M | Buy |
226,606
+19,666
| +10% | +$2.9M | 1.12% | 23 |
|
|
2021
Q4 | $32.8M | Sell |
206,940
-2,639
| -1% | -$433K | 1.13% | 20 |
|
|
2021
Q3 | $34.3M | Buy |
209,579
+8,300
| +4% | +$1.3M | 1.28% | 17 |
|
|
2021
Q2 | $31.3M | Buy |
201,279
+1,951
| +1% | +$306K | 1.21% | 17 |
|
|
2021
Q1 | $30.3M | Sell |
199,328
-9,307
| -4% | -$1.34M | 1.3% | 16 |
|
|
2020
Q4 | $26.5M | Buy |
208,635
+197
| +0.1% | +$22K | 1.18% | 17 |
|
|
2020
Q3 | $20.1M | Buy |
208,438
+4,539
| +2% | +$446K | 0.93% | 21 |
|
|
2020
Q2 | $19.2M | Sell |
203,899
-1,795
| -0.9% | -$170K | 0.99% | 19 |
|
|
2020
Q1 | $18.5M | Buy |
205,694
+3,343
| +2% | +$406K | 1.13% | 17 |
|
|
2019
Q4 | $28.2M | Sell |
202,351
-670
| -0.3% | -$85.9K | 1.4% | 14 |
|
|
2019
Q3 | $23.9M | Sell |
203,021
-88,606
| -30% | -$10M | 1.28% | 15 |
|
|
2019
Q2 | $32.6M | Buy |
291,627
+45,735
| +19% | +$5.04M | 1.83% | 11 |
|
|
2019
Q1 | $24.9M | Buy |
245,892
+124,815
| +103% | +$12.9M | 1.48% | 14 |
|
|
2018
Q4 | $11.8M | Buy |
121,077
+9,223
| +8% | +$983K | 0.75% | 38 |
|
|
2018
Q3 | $12.6M | Sell |
111,854
-1,231
| -1% | -$140K | 0.7% | 41 |
|
|
2018
Q2 | $11.8M | Buy |
113,085
+3,459
| +3% | +$379K | 0.69% | 38 |
|
|
2018
Q1 | $12.1M | Sell |
109,626
-1,009
| -0.9% | -$114K | 0.67% | 40 |
|
|
2017
Q4 | $11.8M | Sell |
110,635
-42
| -0% | -$4.25K | 0.64% | 43 |
|
|
2017
Q3 | $10.6M | Buy |
110,677
+5,526
| +5% | +$510K | 0.6% | 42 |
|
|
2017
Q2 | $9.61M | Buy |
105,151
+2,008
| +2% | +$173K | 0.57% | 42 |
|
|
2017
Q1 | $9.06M | Buy |
103,143
+94,313
| +1,068% | +$8.32M | 0.56% | 47 |
|
|
2016
Q4 | $762K | Buy |
8,830
+1,778
| +25% | +$136K | 0.05% | 160 |
|
|
2016
Q3 | $470K | Buy |
7,052
+504
| +8% | +$32.9K | 0.03% | 199 |
|
|
2016
Q2 | $407K | Sell |
6,548
-5,471
| -46% | -$342K | 0.03% | 211 |
|
|
2016
Q1 | $712K | Sell |
12,019
-245
| -2% | -$14.3K | 0.05% | 143 |
|
|
2015
Q4 | $810K | Buy |
12,264
+2,536
| +26% | +$165K | 0.06% | 141 |
|
|
2015
Q3 | $593K | Buy |
9,728
+83
| +0.9% | +$5.44K | 0.05% | 135 |
|
|
2015
Q2 | $654K | Sell |
9,645
-2,743
| -22% | -$179K | 0.05% | 134 |
|
|
2015
Q1 | $750K | Buy |
12,388
+3,096
| +33% | +$183K | 0.06% | 119 |
|
|
2014
Q4 | $581K | Sell |
9,292
-363
| -4% | -$21.8K | 0.05% | 133 |
|
|
2014
Q3 | $582K | Buy |
9,655
+1,920
| +25% | +$112K | 0.06% | 131 |
|
|
2014
Q2 | $446K | Buy |
7,735
+271
| +4% | +$15.2K | 0.05% | 138 |
|
|
2014
Q1 | $453K | Sell |
7,464
-183
| -2% | -$10.6K | 0.06% | 117 |
|
|
2013
Q4 | $447K | Buy |
7,647
+837
| +12% | +$45.9K | 0.06% | 109 |
|
|
2013
Q3 | $352K | Buy |
6,810
+1,268
| +23% | +$68K | 0.05% | 123 |
|
|
2013
Q2 | $293K | Buy |
+5,542
| New | +$282K | 0.06% | 104 |
|
Other funds holding JPM
VCM
VPM
First Foundation Advisors's JPM Position: Q1 2026 in Review
First Foundation Advisors increased its JPMorgan Chase (JPM) stake by 0.42% in Q1 2026, buying an estimated $127K and bringing the position to 99,471 shares worth $29.3M. The position accounts for 1.18% of the portfolio, ranked #20.
First Foundation Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.3M in Q3 2021. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- First Foundation Advisors held 99,471 shares of JPMorgan Chase worth $29.3M as of Q1 2026.
- First Foundation Advisors bought 417 JPMorgan Chase shares in Q1 2026, an estimated $127K.
- JPMorgan Chase made up 1.18% of First Foundation Advisors's portfolio in Q1 2026, its #20 holding.
- First Foundation Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- First Foundation Advisors's JPMorgan Chase position peaked at $34.3M in Q3 2021.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.