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Herold Advisors’s JPMorgan Chase JPM Stock Holding History

Herold 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 		$8.5M Buy
28,902
+85
+0.3% +$25.8K 1.87% 9
2025
Q4 		$9.29M Sell
28,817
-196
-0.7% -$60.7K 2.08% 5
2025
Q3 		$9.15M Buy
29,013
+588
+2% +$175K 2.12% 4
2025
Q2 		$8.24M Sell
28,425
-1,971
-6% -$503K 1.73% 7
2025
Q1 		$7.46M Buy
30,396
+160
+0.5% +$40.8K 1.64% 10
2024
Q4 		$7.25M Sell
30,236
-1,191
-4% -$277K 1.58% 8
2024
Q3 		$6.63M Sell
31,427
-547
-2% -$115K 1.44% 11
2024
Q2 		$6.47M Buy
31,974
+2,464
+8% +$482K 1.5% 11
2024
Q1 		$5.91M Sell
29,510
-5,459
-16% -$985K 1.43% 11
2023
Q4 		$5.95M Sell
34,969
-327
-0.9% -$49.6K 1.65% 10
2023
Q3 		$5.12M Buy
35,296
+2,348
+7% +$352K 1.56% 11
2023
Q2 		$4.79M Buy
32,948
+615
+2% +$84.6K 1.47% 9
2023
Q1 		$4.21M Buy
32,333
+2,542
+9% +$348K 1.46% 10
2022
Q4 		$4M Buy
29,791
+59
+0.2% +$7.48K 1.69% 6
2022
Q3 		$3.11M Buy
29,732
+679
+2% +$77.9K 1.49% 7
2022
Q2 		$3.27M Buy
29,053
+1,060
+4% +$131K 1.46% 8
2022
Q1 		$3.82M Buy
27,993
+1,425
+5% +$210K 1.36% 9
2021
Q4 		$4.21M Buy
26,568
+303
+1% +$49.8K 1.63% 8
2021
Q3 		$4.3M Buy
+26,265
New +$4.12M 1.67% 7

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

Herold Advisors's JPM Position: Q1 2026 in Review

Herold Advisors increased its JPMorgan Chase (JPM) stake by 0.29% in Q1 2026, buying an estimated $25.8K and bringing the position to 28,902 shares worth $8.5M. The position accounts for 1.87% of the portfolio, ranked #9.

Herold Advisors first reported a position in JPM in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.29M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Herold Advisors held 28,902 shares of JPMorgan Chase worth $8.5M as of Q1 2026.
  • Herold Advisors bought 85 JPMorgan Chase shares in Q1 2026, an estimated $25.8K.
  • JPMorgan Chase made up 1.87% of Herold Advisors's portfolio in Q1 2026, its #9 holding.
  • Herold Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's JPMorgan Chase position peaked at $9.29M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.