Forvis Mazars Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Forvis Mazars 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	$19.3M	Sell	65,637 -832	-1%	-$252K	0.37%	36
2025 Q4	$21.4M	Buy	66,469 +702	+1%	+$217K	0.4%	35
2025 Q3	$20.7M	Sell	65,767 -520	-0.8%	-$155K	0.41%	36
2025 Q2	$19.2M	Buy	66,287 +313	+0.5%	+$79.9K	0.41%	36
2025 Q1	$16.2M	Buy	65,974 +3,145	+5%	+$802K	0.39%	41
2024 Q4	$15.1M	Sell	62,829 -1,380	-2%	-$321K	0.35%	46
2024 Q3	$13.5M	Sell	64,209 -3,496	-5%	-$736K	0.31%	47
2024 Q2	$13.7M	Sell	67,705 -2	-0%	-$391	0.34%	46
2024 Q1	$13.6M	Buy	67,707 +5,111	+8%	+$922K	0.34%	46
2023 Q4	$10.6M	Sell	62,596 -1,817	-3%	-$275K	0.3%	47
2023 Q3	$9.34M	Sell	64,413 -19,345	-23%	-$2.9M	0.28%	60
2023 Q2	$12.2M	Buy	83,758 +19,819	+31%	+$2.73M	0.36%	48
2023 Q1	$8.33M	Buy	63,939 +630	+1%	+$86.3K	0.27%	60
2022 Q4	$8.49M	Buy	63,309 +1,389	+2%	+$176K	0.3%	61
2022 Q3	$6.47M	Buy	61,920 +2,949	+5%	+$338K	0.26%	60
2022 Q2	$6.64M	Buy	58,971 +8,329	+16%	+$1.03M	0.27%	60
2022 Q1	$6.9M	Buy	50,642 +4,522	+10%	+$667K	0.29%	41
2021 Q4	$7.3M	Buy	46,120 +939	+2%	+$154K	0.31%	39
2021 Q3	$7.4M	Buy	45,181 +5,163	+13%	+$809K	0.34%	35
2021 Q2	$6.22M	Sell	40,018 -2,325	-5%	-$365K	0.29%	39
2021 Q1	$6.45M	Sell	42,343 -14,834	-26%	-$2.13M	0.32%	37
2020 Q4	$7.26M	Buy	57,177 +1,760	+3%	+$197K	0.36%	35
2020 Q3	$5.33M	Sell	55,417 -177	-0.3%	-$17.4K	0.31%	42
2020 Q2	$5.23M	Buy	55,594 +6,451	+13%	+$612K	0.34%	38
2020 Q1	$4.42M	Buy	49,143 +382	+0.8%	+$46.4K	0.36%	36
2019 Q4	$6.8M	Buy	48,761 +1,280	+3%	+$164K	0.49%	24
2019 Q3	$5.59M	Buy	47,481 +1,168	+3%	+$132K	0.45%	26
2019 Q2	$5.18M	Sell	46,313 -8,553	-16%	-$943K	0.42%	27
2019 Q1	$5.55M	Buy	54,866 +9,813	+22%	+$1.01M	0.46%	27
2018 Q4	$4.4M	Buy	45,053 +1,500	+3%	+$160K	0.45%	28
2018 Q3	$4.91M	Sell	43,553 -569	-1%	-$64.6K	0.43%	29
2018 Q2	$4.6M	Buy	44,122 +2,404	+6%	+$264K	0.45%	29
2018 Q1	$4.59M	Sell	41,718 -4,355	-9%	-$493K	0.46%	27
2017 Q4	$4.93M	Buy	46,073 +1,825	+4%	+$185K	0.49%	25
2017 Q3	$4.23M	Sell	44,248 -381	-0.9%	-$35.1K	0.47%	26
2017 Q2	$4.08M	Buy	44,629 +1,625	+4%	+$140K	0.46%	27
2017 Q1	$3.78M	Sell	43,004 -1,092	-2%	-$96.3K	0.46%	25
2016 Q4	$3.81M	Buy	44,096 +696	+2%	+$53.1K	0.5%	25
2016 Q3	$2.89M	Buy	43,400 +276	+0.6%	+$18K	0.4%	36
2016 Q2	$2.68M	Buy	43,124 +498	+1%	+$31.1K	0.4%	38
2016 Q1	$2.52M	Buy	42,626 +5,580	+15%	+$326K	0.4%	37
2015 Q4	$2.45M	Buy	37,046 +1,832	+5%	+$119K	0.37%	36
2015 Q3	$2.15M	Sell	35,214 -3,811	-10%	-$250K	0.38%	34
2015 Q2	$2.64M	Sell	39,025 -419	-1%	-$27.4K	0.4%	39
2015 Q1	$2.39M	Sell	39,444 -652	-2%	-$38.6K	0.35%	40
2014 Q4	$2.51M	Buy	40,096 +2,985	+8%	+$180K	0.41%	38
2014 Q3	$2.24M	Buy	37,111 +950	+3%	+$55.5K	0.39%	40
2014 Q2	$2.08M	Sell	36,161 -4,394	-11%	-$247K	0.36%	45
2014 Q1	$2.46M	Buy	40,555 +918	+2%	+$53.1K	0.43%	41
2013 Q4	$2.32M	Sell	39,637 -325	-0.8%	-$17.8K	0.43%	43
2013 Q3	$2.07M	Sell	39,962 -104	-0.3%	-$5.58K	0.42%	43
2013 Q2	$2.12M	Buy	+40,066	New	+$2.04M	1.67%	20

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

Forvis Mazars Wealth Advisors's JPM Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, selling an estimated $252K and leaving 65,637 shares worth $19.3M. The position accounts for 0.37% of the portfolio, ranked #36.

Forvis Mazars Wealth Advisors first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.4M in Q4 2025. 5,058 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Forvis Mazars Wealth Advisors held 65,637 shares of JPMorgan Chase worth $19.3M as of Q1 2026.
Forvis Mazars Wealth Advisors sold 832 JPMorgan Chase shares in Q1 2026, an estimated $252K.
JPMorgan Chase made up 0.37% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #36 holding.
Forvis Mazars Wealth Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Forvis Mazars Wealth Advisors's JPMorgan Chase position peaked at $21.4M in Q4 2025.
5,058 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.