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Fort Sheridan Advisors’s JPMorgan Chase JPM Stock Holding History

Fort Sheridan 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 		$27.5M Buy
93,322
+897
+1% +$272K 3.32% 6
2025
Q4 		$29.8M Sell
92,425
-91
-0.1% -$28.2K 3.78% 5
2025
Q3 		$29.2M Sell
92,516
-672
-0.7% -$200K 3.82% 5
2025
Q2 		$27M Sell
93,188
-656
-0.7% -$167K 3.85% 5
2025
Q1 		$23M Sell
93,844
-2,937
-3% -$749K 3.49% 6
2024
Q4 		$23.2M Buy
96,781
+897
+0.9% +$209K 3.39% 6
2024
Q3 		$20.2M Buy
95,884
+1,394
+1% +$294K 3.07% 6
2024
Q2 		$19.1M Buy
94,490
+9,644
+11% +$1.89M 3.09% 6
2024
Q1 		$17M Buy
84,846
+1,407
+2% +$254K 3.2% 6
2023
Q4 		$14.2M Buy
83,439
+2,701
+3% +$409K 2.83% 6
2023
Q3 		$11.7M Buy
80,738
+3,976
+5% +$596K 2.66% 6
2023
Q2 		$11.2M Buy
76,762
+768
+1% +$106K 2.55% 7
2023
Q1 		$9.9M Buy
75,994
+10,938
+17% +$1.5M 2.51% 7
2022
Q4 		$8.72M Buy
65,056
+78
+0.1% +$9.88K 2.84% 7
2022
Q3 		$6.79M Buy
64,978
+5,784
+10% +$664K 2.29% 9
2022
Q2 		$6.67M Buy
59,194
+4,569
+8% +$566K 2.17% 9
2022
Q1 		$7.45M Sell
54,625
-320
-0.6% -$47.2K 2.18% 10
2021
Q4 		$8.7M Sell
54,945
-75
-0.1% -$12.3K 2.51% 7
2021
Q3 		$9.01M Buy
55,020
+1,516
+3% +$238K 2.95% 6
2021
Q2 		$8.32M Buy
53,504
+7,537
+16% +$1.18M 2.78% 6
2021
Q1 		$7M Buy
45,967
+2,217
+5% +$319K 2.78% 7
2020
Q4 		$5.56M Buy
43,750
+2,228
+5% +$249K 2.71% 9
2020
Q3 		$4M Buy
41,522
+1,691
+4% +$166K 2.37% 9
2020
Q2 		$3.75M Buy
39,831
+379
+1% +$36K 2.3% 11
2020
Q1 		$3.55M Buy
39,452
+2,172
+6% +$264K 2.62% 8
2019
Q4 		$5.2M Buy
37,280
+1,122
+3% +$144K 2.79% 8
2019
Q3 		$4.25M Sell
36,158
-950
-3% -$107K 2.38% 9
2019
Q2 		$4.15M Buy
37,108
+3,636
+11% +$401K 2.4% 9
2019
Q1 		$3.39M Buy
33,472
+2,350
+8% +$242K 2.22% 9
2018
Q4 		$3.04M Buy
+31,122
New +$3.32M 2.15% 10

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

Fort Sheridan Advisors's JPM Position: Q1 2026 in Review

Fort Sheridan Advisors increased its JPMorgan Chase (JPM) stake by 0.97% in Q1 2026, buying an estimated $272K and bringing the position to 93,322 shares worth $27.5M. The position accounts for 3.32% of the portfolio, ranked #6.

Fort Sheridan Advisors first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $29.8M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fort Sheridan Advisors held 93,322 shares of JPMorgan Chase worth $27.5M as of Q1 2026.
  • Fort Sheridan Advisors bought 897 JPMorgan Chase shares in Q1 2026, an estimated $272K.
  • JPMorgan Chase made up 3.32% of Fort Sheridan Advisors's portfolio in Q1 2026, its #6 holding.
  • Fort Sheridan Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Fort Sheridan Advisors's JPMorgan Chase position peaked at $29.8M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.