GSG Advisors’s JPMorgan Chase JPM Stock Holding History

GSG 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	$1.34M	Buy	4,566 +310	+7%	+$94.1K	0.35%	42
2025 Q4	$1.37M	Buy	4,256 +36	+0.9%	+$11.1K	0.35%	42
2025 Q3	$1.31M	Buy	4,220 +2	+0%	+$595	0.35%	42
2025 Q2	$1.22M	Buy	4,218 +185	+5%	+$47.2K	0.35%	40
2025 Q1	$945K	Buy	4,033 +83	+2%	+$21.2K	0.31%	40
2024 Q4	$947K	Buy	3,950 +451	+13%	+$105K	0.3%	41
2024 Q3	$724K	Buy	3,499 +331	+10%	+$69.7K	0.24%	52
2024 Q2	$651K	Sell	3,168 -289	-8%	-$56.5K	0.23%	54
2024 Q1	$686K	Sell	3,457 -140	-4%	-$25.3K	0.25%	49
2023 Q4	$616K	Buy	3,597 +175	+5%	+$26.5K	0.23%	58
2023 Q3	$496K	Buy	+3,422	New	+$513K	0.24%	48

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

GSG Advisors's JPM Position: Q1 2026 in Review

GSG Advisors increased its JPMorgan Chase (JPM) stake by 7.3% in Q1 2026, buying an estimated $94.1K and bringing the position to 4,566 shares worth $1.34M. The position accounts for 0.35% of the portfolio, ranked #42.

GSG Advisors first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

GSG Advisors held 4,566 shares of JPMorgan Chase worth $1.34M as of Q1 2026.
GSG Advisors bought 310 JPMorgan Chase shares in Q1 2026, an estimated $94.1K.
JPMorgan Chase made up 0.35% of GSG Advisors's portfolio in Q1 2026, its #42 holding.
GSG Advisors first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
GSG Advisors's JPMorgan Chase position peaked at $1.37M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on GSG Advisors's 13F filing for Q1 2026, filed 13 May 2026.