Florida Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Florida Financial 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	$2.01M	Sell	6,834 -9,603	-58%	-$2.91M	0.48%	59
2025 Q4	$5.29M	Buy	16,437 +2,755	+20%	+$853K	1.44%	15
2025 Q3	$4.32M	Buy	13,682 +2,579	+23%	+$767K	1.33%	15
2025 Q2	$3.22M	Buy	11,103 +1,240	+13%	+$316K	1.07%	21
2025 Q1	$2.42M	Buy	9,863 +3,792	+62%	+$967K	0.95%	22
2024 Q4	$1.46M	Sell	6,071 -194	-3%	-$45.2K	0.65%	30
2024 Q3	$1.32M	Buy	6,265 +1,465	+31%	+$309K	0.68%	29
2024 Q2	$971K	Buy	4,800 +667	+16%	+$130K	0.58%	34
2024 Q1	$828K	Buy	4,133 +289	+8%	+$52.1K	0.61%	29
2023 Q4	$654K	Buy	+3,844	New	+$583K	0.61%	33

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

Florida Financial Advisors's JPM Position: Q1 2026 in Review

Florida Financial Advisors reduced its JPMorgan Chase (JPM) stake by 58% in Q1 2026, selling an estimated $2.91M and leaving 6,834 shares worth $2.01M. The position accounts for 0.48% of the portfolio, ranked #59.

Florida Financial Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.29M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Florida Financial Advisors held 6,834 shares of JPMorgan Chase worth $2.01M as of Q1 2026.
Florida Financial Advisors sold 9,603 JPMorgan Chase shares in Q1 2026, an estimated $2.91M.
JPMorgan Chase made up 0.48% of Florida Financial Advisors's portfolio in Q1 2026, its #59 holding.
Florida Financial Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Florida Financial Advisors's JPMorgan Chase position peaked at $5.29M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.