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Guidance Point Advisors’s JPMorgan Chase JPM Stock Holding History

Guidance Point 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 		$118M Buy
401,007
+2
+0% +$607 27.94% 1
2025
Q4 		$129M Sell
401,005
-139
-0% -$43K 29.96% 1
2025
Q3 		$127M Buy
401,144
+205
+0.1% +$61K 30.51% 1
2025
Q2 		$116M Hold
400,939
– – 29.86% 1
2025
Q1 		$98.4M Sell
400,939
-14
-0% -$3.57K 28.01% 1
2024
Q4 		$96.1M Sell
400,953
-745
-0.2% -$174K 27.02% 1
2024
Q3 		$84.7M Sell
401,698
-45
-0% -$9.48K 24.73% 1
2024
Q2 		$81.3M Buy
401,743
+8
+0% +$1.56K 25.37% 1
2024
Q1 		$80.5M Buy
401,735
+744
+0.2% +$134K 26.25% 1
2023
Q4 		$68.2M Buy
400,991
+195
+0% +$29.6K 25.23% 1
2023
Q3 		$58.1M Buy
400,796
+144
+0% +$21.6K 23.66% 1
2023
Q2 		$58.3M Buy
400,652
+73
+0% +$10K 22.38% 1
2023
Q1 		$52.2M Buy
400,579
+1
+0% +$137 21.05% 1
2022
Q4 		$53.7M Buy
400,578
+4
+0% +$507 22.75% 1
2022
Q3 		$41.9M Buy
400,574
+3
+0% +$344 19.11% 1
2022
Q2 		$45.1M Buy
400,571
+3
+0% +$372 19.46% 1
2022
Q1 		$54.6M Buy
400,568
+125
+0% +$18.5K 20.68% 1
2021
Q4 		$63.4M Sell
400,443
-101
-0% -$16.6K 22.98% 1
2021
Q3 		$65.6M Buy
400,544
+2
+0% +$314 23.93% 1
2021
Q2 		$62.3M Hold
400,542
– – 24.19% 1
2021
Q1 		$61M Buy
400,542
+41
+0% +$5.9K 25.28% 1
2020
Q4 		$50.9M Buy
400,501
+30
+0% +$3.35K 23.39% 1
2020
Q3 		$38.6M Buy
400,471
+11
+0% +$1.08K 21.25% 1
2020
Q2 		$37.7M Buy
400,460
+378
+0.1% +$35.9K 20.94% 1
2020
Q1 		$36M Hold
400,082
– – 23.43% 1
2019
Q4 		$55.8M Sell
400,082
-38
-0% -$4.87K 27.24% 1
2019
Q3 		$47.1M Sell
400,120
-57
-0% -$6.45K 25.79% 1
2019
Q2 		$44.7M Sell
400,177
-45
-0% -$4.96K 25.31% 1
2019
Q1 		$40.5M Sell
400,222
-30
-0% -$3.09K 23.91% 1
2018
Q4 		$39.1M Buy
+400,252
New +$42.6M 25.38% 1

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

Guidance Point Advisors's JPM Position: Q1 2026 in Review

Guidance Point Advisors increased its JPMorgan Chase (JPM) stake by 0% in Q1 2026, buying an estimated $607 and bringing the position to 401,007 shares worth $118M. The position accounts for 27.94% of the portfolio, ranked #1.

Guidance Point Advisors first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $129M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Guidance Point Advisors held 401,007 shares of JPMorgan Chase worth $118M as of Q1 2026.
  • Guidance Point Advisors bought 2 JPMorgan Chase shares in Q1 2026, an estimated $607.
  • JPMorgan Chase made up 27.94% of Guidance Point Advisors's portfolio in Q1 2026, its #1 holding.
  • Guidance Point Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Guidance Point Advisors's JPMorgan Chase position peaked at $129M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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