Guerra Pan Advisors’s JPMorgan Chase JPM Stock Holding History

Guerra Pan 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	$5.38M	Buy	18,273 +108	+0.6%	+$32.8K	3.32%	7
2025 Q4	$5.85M	Sell	18,165 -21	-0.1%	-$6.5K	3.47%	6
2025 Q3	$5.74M	Hold	18,186	–	–	3.47%	6
2025 Q2	$5.27M	Buy	18,186 +315	+2%	+$80.4K	3.48%	5
2025 Q1	$4.38M	Sell	17,871 -5	-0%	-$1.27K	3.44%	6
2024 Q4	$4.29M	Buy	17,876 +30	+0.2%	+$6.99K	3.1%	6
2024 Q3	$3.76M	Buy	17,846 +78	+0.4%	+$16.4K	3.01%	7
2024 Q2	$3.59M	Buy	17,768 +988	+6%	+$193K	3.01%	9
2024 Q1	$3.36M	Sell	16,780 -1,835	-10%	-$331K	3.11%	6
2023 Q4	$3.17M	Buy	18,615 +372	+2%	+$56.4K	3.02%	7
2023 Q3	$2.65M	Sell	18,243 -115	-0.6%	-$17.2K	3.05%	7
2023 Q2	$2.67M	Buy	18,358 +140	+0.8%	+$19.3K	2.96%	7
2023 Q1	$2.37M	Sell	18,218 -130	-0.7%	-$17.8K	2.98%	6
2022 Q4	$2.46M	Sell	18,348 -75	-0.4%	-$9.5K	3.36%	5
2022 Q3	$1.95M	Sell	18,423 -100	-0.5%	-$11.5K	2.85%	7
2022 Q2	$2.14M	Hold	18,523	–	–	2.65%	8
2022 Q1	$2.25M	Hold	18,523	–	–	2.71%	7
2021 Q4	$2.93M	Buy	+18,523	New	+$3.04M	2.91%	5

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

Guerra Pan Advisors's JPM Position: Q1 2026 in Review

Guerra Pan Advisors increased its JPMorgan Chase (JPM) stake by 0.59% in Q1 2026, buying an estimated $32.8K and bringing the position to 18,273 shares worth $5.38M. The position accounts for 3.32% of the portfolio, ranked #7.

Guerra Pan Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.85M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Guerra Pan Advisors held 18,273 shares of JPMorgan Chase worth $5.38M as of Q1 2026.
Guerra Pan Advisors bought 108 JPMorgan Chase shares in Q1 2026, an estimated $32.8K.
JPMorgan Chase made up 3.32% of Guerra Pan Advisors's portfolio in Q1 2026, its #7 holding.
Guerra Pan Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
Guerra Pan Advisors's JPMorgan Chase position peaked at $5.85M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.