Garden State Investment Advisory Services’s JPMorgan Chase JPM Stock Holding History

Garden State Investment Advisory Services’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	$1.6M	Buy	5,425 +205	+4%	+$62.2K	0.35%	64
2025 Q4	$1.69M	Sell	5,220 -136	-3%	-$42.1K	0.37%	59
2025 Q3	$1.69M	Buy	5,356 +12	+0.2%	+$3.57K	0.38%	64
2025 Q2	$1.55M	Buy	5,344 +706	+15%	+$180K	0.39%	59
2025 Q1	$1.13M	Buy	4,638 +330	+8%	+$84.1K	0.36%	65
2024 Q4	$1.04M	Buy	4,308 +119	+3%	+$27.7K	0.31%	64
2024 Q3	$887K	Buy	4,189 +96	+2%	+$20.2K	0.28%	74
2024 Q2	$830K	Buy	4,093 +191	+5%	+$37.3K	0.29%	71
2024 Q1	$781K	Sell	3,902 -82	-2%	-$14.8K	0.29%	78
2023 Q4	$678K	Sell	3,984 -27	-0.7%	-$4.09K	0.27%	85
2023 Q3	$582K	Buy	4,011 +105	+3%	+$15.7K	0.27%	81
2023 Q2	$569K	Buy	3,906 +313	+9%	+$43K	0.22%	88
2023 Q1	$468K	Buy	3,593 +140	+4%	+$19.2K	0.2%	95
2022 Q4	$463K	Buy	+3,453	New	+$438K	0.27%	88

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

Garden State Investment Advisory Services's JPM Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its JPMorgan Chase (JPM) stake by 3.9% in Q1 2026, buying an estimated $62.2K and bringing the position to 5,425 shares worth $1.6M. The position accounts for 0.35% of the portfolio, ranked #64.

Garden State Investment Advisory Services first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.69M in Q3 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Garden State Investment Advisory Services held 5,425 shares of JPMorgan Chase worth $1.6M as of Q1 2026.
Garden State Investment Advisory Services bought 205 JPMorgan Chase shares in Q1 2026, an estimated $62.2K.
JPMorgan Chase made up 0.35% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #64 holding.
Garden State Investment Advisory Services first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's JPMorgan Chase position peaked at $1.69M in Q3 2025.
5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.