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High Net Worth Advisory Group’s JPMorgan Chase JPM Stock Holding History

High Net Worth Advisory Group’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 		$2.77M Sell
9,417
-567
-6% -$172K 0.65% 41
2025
Q4 		$3.22M Sell
9,984
-208
-2% -$64.4K 0.74% 35
2025
Q3 		$3.21M Buy
10,192
+16
+0.2% +$4.76K 0.77% 31
2025
Q2 		$2.95M Sell
10,176
-555
-5% -$142K 0.78% 35
2025
Q1 		$2.63M Sell
10,731
-24
-0.2% -$6.12K 0.74% 37
2024
Q4 		$2.58M Sell
10,755
-1,787
-14% -$416K 0.72% 36
2024
Q3 		$2.64M Sell
12,542
-541
-4% -$114K 0.72% 36
2024
Q2 		$2.65M Buy
13,083
+492
+4% +$96.2K 0.8% 31
2024
Q1 		$2.52M Sell
12,591
-183
-1% -$33K 0.79% 29
2023
Q4 		$2.17M Sell
12,774
-928
-7% -$141K 0.81% 31
2023
Q3 		$1.99M Sell
13,702
-1,372
-9% -$206K 0.8% 31
2023
Q2 		$2.19M Buy
15,074
+287
+2% +$39.5K 0.85% 30
2023
Q1 		$1.93M Sell
14,787
-764
-5% -$105K 0.79% 32
2022
Q4 		$2.09M Sell
15,551
-667
-4% -$84.5K 0.81% 25
2022
Q3 		$1.7M Buy
16,218
+2,740
+20% +$314K 0.72% 31
2022
Q2 		$1.52M Sell
13,478
-3,370
-20% -$418K 0.63% 43
2022
Q1 		$2.3M Sell
16,848
-996
-6% -$147K 0.83% 29
2021
Q4 		$2.83M Buy
+17,844
New +$2.93M 0.99% 19

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

High Net Worth Advisory Group's JPM Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its JPMorgan Chase (JPM) stake by 5.7% in Q1 2026, selling an estimated $172K and leaving 9,417 shares worth $2.77M. The position accounts for 0.65% of the portfolio, ranked #41.

High Net Worth Advisory Group first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.22M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • High Net Worth Advisory Group held 9,417 shares of JPMorgan Chase worth $2.77M as of Q1 2026.
  • High Net Worth Advisory Group sold 567 JPMorgan Chase shares in Q1 2026, an estimated $172K.
  • JPMorgan Chase made up 0.65% of High Net Worth Advisory Group's portfolio in Q1 2026, its #41 holding.
  • High Net Worth Advisory Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • High Net Worth Advisory Group's JPMorgan Chase position peaked at $3.22M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.