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Frazier Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Frazier 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 		$1.93M Buy
6,576
+201
+3% +$61K 1.07% 15
2025
Q4 		$2.05M Buy
6,375
+44
+0.7% +$13.6K 1.22% 14
2025
Q3 		$2M Sell
6,331
-83
-1% -$24.7K 1.23% 15
2025
Q2 		$1.86M Sell
6,414
-68
-1% -$17.4K 1.31% 15
2025
Q1 		$1.59M Sell
6,482
-297
-4% -$75.7K 1.23% 14
2024
Q4 		$1.62M Sell
6,779
-104
-2% -$24.2K 1.29% 14
2024
Q3 		$1.45M Sell
6,883
-233
-3% -$49.1K 1.13% 14
2024
Q2 		$1.44M Buy
7,116
+119
+2% +$23.3K 1.14% 15
2024
Q1 		$1.4M Sell
6,997
-104
-1% -$18.8K 1.15% 15
2023
Q4 		$1.21M Buy
+7,101
New +$1.08M 1.05% 17

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

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

Frazier Financial Advisors increased its JPMorgan Chase (JPM) stake by 3.2% in Q1 2026, buying an estimated $61K and bringing the position to 6,576 shares worth $1.93M. The position accounts for 1.07% of the portfolio, ranked #15.

Frazier Financial Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.05M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Frazier Financial Advisors held 6,576 shares of JPMorgan Chase worth $1.93M as of Q1 2026.
  • Frazier Financial Advisors bought 201 JPMorgan Chase shares in Q1 2026, an estimated $61K.
  • JPMorgan Chase made up 1.07% of Frazier Financial Advisors's portfolio in Q1 2026, its #15 holding.
  • Frazier Financial Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Frazier Financial Advisors's JPMorgan Chase position peaked at $2.05M in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.