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Frederick Financial Consultants’s JPMorgan Chase JPM Stock Holding History

Frederick Financial Consultants’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 		$461K Sell
1,567
-1
-0.1% -$303 0.23% 59
2025
Q4 		$505K Buy
1,568
+115
+8% +$35.6K 0.28% 57
2025
Q3 		$458K Buy
1,453
+4
+0.3% +$1.19K 0.26% 56
2025
Q2 		$420K Buy
1,449
+70
+5% +$17.9K 0.26% 56
2025
Q1 		$338K Buy
1,379
+259
+23% +$66K 0.24% 61
2024
Q4 		$268K Buy
+1,120
New +$261K 0.21% 67

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

Frederick Financial Consultants's JPM Position: Q1 2026 in Review

Frederick Financial Consultants reduced its JPMorgan Chase (JPM) stake by 0.06% in Q1 2026, selling an estimated $303 and leaving 1,567 shares worth $461K. The position accounts for 0.23% of the portfolio, ranked #59.

Frederick Financial Consultants first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $505K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Frederick Financial Consultants held 1,567 shares of JPMorgan Chase worth $461K as of Q1 2026.
  • Frederick Financial Consultants sold 1 JPMorgan Chase share in Q1 2026, an estimated $303.
  • JPMorgan Chase made up 0.23% of Frederick Financial Consultants's portfolio in Q1 2026, its #59 holding.
  • Frederick Financial Consultants first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Frederick Financial Consultants's JPMorgan Chase position peaked at $505K in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.