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Flagship Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Flagship Wealth Advisors’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 		$1.05M Sell
3,637
-396
-10% -$120K 0.45% 39
2025
Q4 		$1.3M Buy
4,033
+10
+0.2% +$3.1K 0.38% 44
2025
Q3 		$1.27M Buy
4,023
+386
+11% +$115K 0.42% 40
2025
Q2 		$1.05M Buy
3,637
+25
+0.7% +$6.38K 0.4% 43
2025
Q1 		$886K Hold
3,612
– – 0.37% 46
2024
Q4 		$866K Buy
+3,612
New +$841K 0.51% 37

Other funds holding JPM

BlackRock
BlackRock New York $5.72T 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

Flagship Wealth Advisors's JPM Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 9.8% in Q1 2026, selling an estimated $120K and leaving 3,637 shares worth $1.05M. The position accounts for 0.45% of the portfolio, ranked #39.

Flagship Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.3M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Flagship Wealth Advisors held 3,637 shares of JPMorgan Chase worth $1.05M as of Q1 2026.
  • Flagship Wealth Advisors sold 396 JPMorgan Chase shares in Q1 2026, an estimated $120K.
  • JPMorgan Chase made up 0.45% of Flagship Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • Flagship Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's JPMorgan Chase position peaked at $1.3M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.