Fischer Financial Services’s JPMorgan Chase JPM Stock Holding History

Fischer Financial Services’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	$5.55M	Buy	18,851 +214	+1%	+$64.9K	1.87%	19
2025 Q4	$6M	Sell	18,637 -378	-2%	-$117K	1.59%	20
2025 Q3	$6M	Buy	19,015 +26	+0.1%	+$7.73K	1.61%	20
2025 Q2	$5.5M	Sell	18,989 -361	-2%	-$92.1K	1.62%	22
2025 Q1	$4.75M	Buy	19,350 +177	+0.9%	+$45.1K	1.53%	21
2024 Q4	$4.6M	Buy	+19,173	New	+$4.47M	1.45%	22

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

Fischer Financial Services's JPM Position: Q1 2026 in Review

Fischer Financial Services increased its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, buying an estimated $64.9K and bringing the position to 18,851 shares worth $5.55M. The position accounts for 1.87% of the portfolio, ranked #19.

Fischer Financial Services first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $6M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Fischer Financial Services held 18,851 shares of JPMorgan Chase worth $5.55M as of Q1 2026.
Fischer Financial Services bought 214 JPMorgan Chase shares in Q1 2026, an estimated $64.9K.
JPMorgan Chase made up 1.87% of Fischer Financial Services's portfolio in Q1 2026, its #19 holding.
Fischer Financial Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Fischer Financial Services's JPMorgan Chase position peaked at $6M in Q4 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fischer Financial Services's 13F filing for Q1 2026, filed 28 Apr 2026.