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Flagship Private Wealth’s JPMorgan Chase JPM Stock Holding History

Flagship Private Wealth’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 		$349K Sell
1,187
-76
-6% -$23.1K 0.14% 82
2025
Q4 		$407K Sell
1,263
-94
-7% -$29.1K 0.16% 77
2025
Q3 		$428K Buy
1,357
+361
+36% +$107K 0.17% 74
2025
Q2 		$289K Buy
996
+4
+0.4% +$1.02K 0.12% 86
2025
Q1 		$243K Buy
992
+4
+0.4% +$1.02K 0.12% 91
2024
Q4 		$237K Buy
988
+5
+0.5% +$1.17K 0.11% 92
2024
Q3 		$207K Buy
+983
New +$207K 0.11% 97
2021
Q3 		– Sell
-543
Closed -$83.4K – 190
2021
Q2 		$83.4K Buy
543
+3
+0.6% +$471 0.06% 106
2021
Q1 		$83.1K Sell
540
-97
-15% -$14K 0.07% 99
2020
Q4 		$81.5K Buy
+637
New +$71.2K 0.08% 95

Other funds holding JPM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return