First National Advisers’s JPMorgan Chase JPM Stock Holding History

First National Advisers’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	$14M	Sell	47,664 -5,722	-11%	-$1.74M	2.05%	10
2025 Q4	$17.2M	Sell	53,386 -2,759	-5%	-$854K	2.37%	7
2025 Q3	$17.7M	Sell	56,145 -3,499	-6%	-$1.04M	2.4%	7
2025 Q2	$17.3M	Buy	59,644 +230	+0.4%	+$58.7K	2.53%	6
2025 Q1	$14.6M	Sell	59,414 -3,737	-6%	-$953K	2.33%	6
2024 Q4	$15.1M	Sell	63,151 -94	-0.1%	-$21.9K	2.45%	7
2024 Q3	$13.3M	Buy	63,245 +1,168	+2%	+$246K	2.13%	7
2024 Q2	$12.6M	Buy	62,077 +8,349	+16%	+$1.63M	2.29%	6
2024 Q1	$9.82M	Buy	53,728 +12,142	+29%	+$2.19M	2.2%	7
2023 Q4	$7.07M	Buy	41,586 +10,774	+35%	+$1.63M	2.04%	9
2023 Q3	$4.47M	Buy	30,812 +14,442	+88%	+$2.16M	2%	8
2023 Q2	$2.01M	Buy	16,370 +2,881	+21%	+$396K	1.86%	8
2023 Q1	$1.76M	Buy	13,489 +752	+6%	+$103K	1.99%	6
2022 Q4	$1.71M	Buy	12,737 +1,270	+11%	+$161K	2.19%	5
2022 Q3	$1.2M	Buy	11,467 +2,955	+35%	+$339K	1.78%	7
2022 Q2	$959K	Buy	+8,512	New	+$1.05M	1.99%	8

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 National Advisers's JPM Position: Q1 2026 in Review

First National Advisers reduced its JPMorgan Chase (JPM) stake by 11% in Q1 2026, selling an estimated $1.74M and leaving 47,664 shares worth $14M. The position accounts for 2.05% of the portfolio, ranked #10.

First National Advisers first reported a position in JPM in Q2 2022 and has held it in 16 quarters since. The position peaked at $17.7M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

First National Advisers held 47,664 shares of JPMorgan Chase worth $14M as of Q1 2026.
First National Advisers sold 5,722 JPMorgan Chase shares in Q1 2026, an estimated $1.74M.
JPMorgan Chase made up 2.05% of First National Advisers's portfolio in Q1 2026, its #10 holding.
First National Advisers first reported a position in JPMorgan Chase in Q2 2022 and has held it in 16 quarters since.
First National Advisers's JPMorgan Chase position peaked at $17.7M in Q3 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.