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Glen Eagle Advisors’s JPMorgan Chase JPM Stock Holding History

Glen Eagle 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 		$5.08M Buy
17,278
+419
+2% +$127K 0.71% 30
2025
Q4 		$5.43M Sell
16,859
-2,021
-11% -$626K 0.74% 31
2025
Q3 		$5.96M Buy
18,880
+1,965
+12% +$584K 0.83% 26
2025
Q2 		$4.9M Sell
16,915
-699
-4% -$178K 0.75% 27
2025
Q1 		$4.32M Buy
17,614
+313
+2% +$79.8K 0.72% 29
2024
Q4 		$4.15M Buy
17,301
+479
+3% +$112K 0.69% 32
2024
Q3 		$3.55M Buy
16,822
+236
+1% +$49.7K 0.6% 37
2024
Q2 		$3.35M Sell
16,586
-2,563
-13% -$501K 0.61% 35
2024
Q1 		$3.84M Buy
19,149
+39
+0.2% +$7.04K 0.73% 31
2023
Q4 		$3.25M Sell
19,110
-1,269
-6% -$192K 0.68% 34
2023
Q3 		$2.96M Sell
20,379
-153
-0.7% -$22.9K 0.69% 31
2023
Q2 		$2.98M Buy
20,532
+1,254
+7% +$172K 0.69% 34
2023
Q1 		$2.51M Sell
19,278
-2,470
-11% -$338K 0.63% 39
2022
Q4 		$2.92M Sell
21,748
-503
-2% -$63.7K 0.8% 33
2022
Q3 		$2.33M Sell
22,251
-4,512
-17% -$518K 0.68% 36
2022
Q2 		$3.01M Sell
26,763
-1,039
-4% -$129K 0.82% 28
2022
Q1 		$3.79M Buy
27,802
+887
+3% +$131K 0.99% 22
2021
Q4 		$4.26M Buy
26,915
+1,957
+8% +$321K 1.11% 17
2021
Q3 		$4.09M Buy
24,958
+4,385
+21% +$687K 1.18% 16
2021
Q2 		$3.2M Buy
20,573
+2,226
+12% +$350K 0.99% 20
2021
Q1 		$2.8M Buy
18,347
+282
+2% +$40.6K 0.98% 20
2020
Q4 		$2.3M Sell
18,065
-729
-4% -$81.5K 0.9% 24
2020
Q3 		$1.81M Buy
18,794
+477
+3% +$46.8K 0.81% 30
2020
Q2 		$1.72M Buy
18,317
+247
+1% +$23.4K 0.88% 27
2020
Q1 		$1.63M Sell
18,070
-7,629
-30% -$927K 1.14% 21
2019
Q4 		$3.58M Buy
25,699
+3,655
+17% +$469K 1.91% 7
2019
Q3 		$2.6M Buy
22,044
+1,093
+5% +$124K 1.72% 9
2019
Q2 		$2.34M Buy
20,951
+159
+0.8% +$17.5K 1.6% 11
2019
Q1 		$2.1M Buy
20,792
+1,220
+6% +$126K 1.53% 14
2018
Q4 		$1.9M Sell
19,572
-227
-1% -$24.2K 1.6% 12
2018
Q3 		$2.23M Buy
19,799
+960
+5% +$109K 1.6% 13
2018
Q2 		$1.96M Buy
18,839
+921
+5% +$101K 1.54% 13
2018
Q1 		$1.97M Buy
17,918
+824
+5% +$93.3K 1.63% 11
2017
Q4 		$1.83M Buy
17,094
+1,409
+9% +$143K 1.59% 11
2017
Q3 		$1.5M Sell
15,685
-9,803
-38% -$904K 1.4% 13
2017
Q2 		$2.33M Buy
25,488
+1,813
+8% +$156K 1.86% 9
2017
Q1 		$2.1M Buy
23,675
+632
+3% +$55.8K 1.81% 8
2016
Q4 		$1.99M Buy
+23,043
New +$1.76M 1.79% 8

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

Glen Eagle Advisors's JPM Position: Q1 2026 in Review

Glen Eagle Advisors increased its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, buying an estimated $127K and bringing the position to 17,278 shares worth $5.08M. The position accounts for 0.71% of the portfolio, ranked #30.

Glen Eagle Advisors first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.96M in Q3 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Glen Eagle Advisors held 17,278 shares of JPMorgan Chase worth $5.08M as of Q1 2026.
  • Glen Eagle Advisors bought 419 JPMorgan Chase shares in Q1 2026, an estimated $127K.
  • JPMorgan Chase made up 0.71% of Glen Eagle Advisors's portfolio in Q1 2026, its #30 holding.
  • Glen Eagle Advisors first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • Glen Eagle Advisors's JPMorgan Chase position peaked at $5.96M in Q3 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.