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Good Steward Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Good Steward Wealth 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 		$347K Sell
1,180
-118
-9% -$35.8K 0.22% 40
2025
Q4 		$418K Sell
1,298
-161
-11% -$49.8K 0.28% 37
2025
Q3 		$460K Sell
1,459
-599
-29% -$178K 0.32% 36
2025
Q2 		$597K Sell
2,058
-752
-27% -$192K 0.47% 34
2025
Q1 		$689K Buy
+2,810
New +$716K 0.63% 39

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

Good Steward Wealth Advisors's JPM Position: Q1 2026 in Review

Good Steward Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 9.1% in Q1 2026, selling an estimated $35.8K and leaving 1,180 shares worth $347K. The position accounts for 0.22% of the portfolio, ranked #40.

Good Steward Wealth Advisors first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $689K in Q1 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Good Steward Wealth Advisors held 1,180 shares of JPMorgan Chase worth $347K as of Q1 2026.
  • Good Steward Wealth Advisors sold 118 JPMorgan Chase shares in Q1 2026, an estimated $35.8K.
  • JPMorgan Chase made up 0.22% of Good Steward Wealth Advisors's portfolio in Q1 2026, its #40 holding.
  • Good Steward Wealth Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • Good Steward Wealth Advisors's JPMorgan Chase position peaked at $689K in Q1 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.