Guardian Wealth Advisors (North Carolina)’s JPMorgan Chase JPM Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$8.41M	Sell	28,592 -899	-3%	-$273K	0.53%	35
2025 Q4	$9.5M	Buy	29,491 +233	+0.8%	+$72.1K	0.59%	35
2025 Q3	$9.23M	Buy	29,258 +146	+0.5%	+$43.4K	0.6%	35
2025 Q2	$8.44M	Buy	29,112 +1,356	+5%	+$346K	0.59%	35
2025 Q1	$6.81M	Buy	27,756 +1,013	+4%	+$258K	0.54%	35
2024 Q4	$6.41M	Buy	26,743 +2,552	+11%	+$594K	0.51%	38
2024 Q3	$5.1M	Buy	24,191 +9	+0%	+$1.9K	0.54%	34
2024 Q2	$4.89M	Buy	24,182 +78	+0.3%	+$15.2K	0.57%	32
2024 Q1	$4.83M	Buy	24,104 +80	+0.3%	+$14.4K	0.59%	30
2023 Q4	$4.09M	Buy	24,024 +316	+1%	+$47.9K	0.62%	30
2023 Q3	$3.44M	Buy	23,708 +167	+0.7%	+$25K	0.58%	30
2023 Q2	$3.42M	Buy	23,541 +816	+4%	+$112K	0.59%	24
2023 Q1	$2.96M	Buy	22,725 +1,588	+8%	+$218K	0.52%	22
2022 Q4	$2.83M	Buy	21,137 +54	+0.3%	+$6.84K	0.54%	19
2022 Q3	$2.2M	Buy	21,083 +1,482	+8%	+$170K	0.41%	27
2022 Q2	$2.21M	Buy	19,601 +9,569	+95%	+$1.19M	0.4%	26
2022 Q1	$1.37M	Buy	10,032 +638	+7%	+$94.2K	0.59%	35
2021 Q4	$1.49M	Buy	+9,394	New	+$1.54M	0.64%	36

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

Guardian Wealth Advisors (North Carolina)'s JPM Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its JPMorgan Chase (JPM) stake by 3% in Q1 2026, selling an estimated $273K and leaving 28,592 shares worth $8.41M. The position accounts for 0.53% of the portfolio, ranked #35.

Guardian Wealth Advisors (North Carolina) first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.5M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 28,592 shares of JPMorgan Chase worth $8.41M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) sold 899 JPMorgan Chase shares in Q1 2026, an estimated $273K.
JPMorgan Chase made up 0.53% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #35 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
Guardian Wealth Advisors (North Carolina)'s JPMorgan Chase position peaked at $9.5M in Q4 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.