GM Advisory Group’s JPMorgan Chase JPM Stock Holding History

GM Advisory Group’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	$11.6M	Buy	39,273 +5,062	+15%	+$1.54M	0.44%	42
2025 Q4	$11M	Buy	34,211 +854	+3%	+$264K	0.43%	43
2025 Q3	$10.5M	Buy	33,357 +491	+1%	+$146K	0.45%	45
2025 Q2	$9.53M	Buy	32,866 +3,946	+14%	+$1.01M	0.47%	44
2025 Q1	$7.09M	Buy	28,920 +932	+3%	+$238K	0.38%	47
2024 Q4	$6.71M	Buy	27,988 +384	+1%	+$89.4K	0.37%	47
2024 Q3	$5.82M	Buy	27,604 +475	+2%	+$100K	0.35%	49
2024 Q2	$5.49M	Buy	27,129 +114	+0.4%	+$22.3K	0.35%	47
2024 Q1	$5.41M	Sell	27,015 -306	-1%	-$55.2K	0.38%	44
2023 Q4	$4.65M	Buy	27,321 +1,081	+4%	+$164K	0.35%	41
2023 Q3	$3.81M	Buy	26,240 +194	+0.7%	+$29.1K	0.31%	40
2023 Q2	$3.79M	Buy	26,046 +3,101	+14%	+$427K	0.31%	39
2023 Q1	$2.99M	Sell	22,945 -8,170	-26%	-$1.12M	0.27%	41
2022 Q4	$4.17M	Buy	31,115 +68	+0.2%	+$8.62K	0.45%	30
2022 Q3	$3.24M	Sell	31,047 -224	-0.7%	-$25.7K	0.41%	33
2022 Q2	$3.52M	Sell	31,271 -2,376	-7%	-$294K	0.55%	32
2022 Q1	$4.59M	Buy	33,647 +536	+2%	+$79.1K	0.55%	33
2021 Q4	$5.24M	Buy	33,111 +746	+2%	+$123K	0.47%	39
2021 Q3	$5.3M	Sell	32,365 -1,427	-4%	-$224K	0.53%	36
2021 Q2	$5.26M	Sell	33,792 -753	-2%	-$118K	0.54%	38
2021 Q1	$5.26M	Sell	34,545 -500	-1%	-$71.9K	0.63%	29
2020 Q4	$4.45M	Sell	35,045 -1,392	-4%	-$156K	0.6%	32
2020 Q3	$3.51M	Buy	36,437 +1,062	+3%	+$104K	0.54%	32
2020 Q2	$3.33M	Buy	35,375 +3,313	+10%	+$314K	0.62%	29
2020 Q1	$2.89M	Buy	32,062 +22,506	+236%	+$2.73M	0.79%	22
2019 Q4	$1.33M	Sell	9,556 -3,261	-25%	-$418K	0.41%	25
2019 Q3	$1.51M	Sell	12,817 -1,500	-10%	-$170K	0.47%	28
2019 Q2	$1.6M	Sell	14,317 -795	-5%	-$87.7K	0.5%	32
2019 Q1	$1.53M	Buy	15,112 +250	+2%	+$25.8K	0.5%	33
2018 Q4	$1.45M	Hold	14,862	–	–	0.54%	30
2018 Q3	$1.68M	Sell	14,862 -750	-5%	-$85.1K	0.53%	32
2018 Q2	$1.63M	Hold	15,612	–	–	0.48%	32
2018 Q1	$1.72M	Buy	15,612 +650	+4%	+$73.6K	0.52%	31
2017 Q4	$1.6M	Buy	14,962 +5,051	+51%	+$511K	0.44%	34
2017 Q3	$947K	Sell	9,911 -250	-2%	-$23.1K	0.29%	45
2017 Q2	$929K	Hold	10,161	–	–	0.29%	43
2017 Q1	$893K	Hold	10,161	–	–	0.31%	45
2016 Q4	$877K	Sell	10,161 -325	-3%	-$24.8K	0.31%	45
2016 Q3	$698K	Hold	10,486	–	–	0.26%	39
2016 Q2	$652K	Buy	+10,486	New	+$655K	0.24%	38
2016 Q1	–	Sell	-10,786	Closed	-$712K	–	51
2015 Q4	$712K	Buy	+10,786	New	+$702K	0.36%	31

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

GM Advisory Group's JPM Position: Q1 2026 in Review

GM Advisory Group increased its JPMorgan Chase (JPM) stake by 15% in Q1 2026, buying an estimated $1.54M and bringing the position to 39,273 shares worth $11.6M. The position accounts for 0.44% of the portfolio, ranked #42.

GM Advisory Group first reported a position in JPM in Q4 2015 and has held it in 41 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

GM Advisory Group held 39,273 shares of JPMorgan Chase worth $11.6M as of Q1 2026.
GM Advisory Group bought 5,062 JPMorgan Chase shares in Q1 2026, an estimated $1.54M.
JPMorgan Chase made up 0.44% of GM Advisory Group's portfolio in Q1 2026, its #42 holding.
GM Advisory Group first reported a position in JPMorgan Chase in Q4 2015 and has held it in 41 quarters since.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.