Investmark Advisory Group’s JPMorgan Chase JPM Stock Holding History

Investmark 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	$892K	Sell	3,033 -37	-1%	-$11.2K	0.38%	57
2025 Q4	$989K	Buy	3,070 +7	+0.2%	+$2.17K	0.42%	52
2025 Q3	$966K	Buy	3,063 +4	+0.1%	+$1.19K	0.42%	52
2025 Q2	$887K	Buy	3,059 +8	+0.3%	+$2.04K	0.42%	53
2025 Q1	$749K	Buy	3,051 +6	+0.2%	+$1.53K	0.37%	51
2024 Q4	$730K	Sell	3,045 -1,055	-26%	-$246K	0.36%	52
2024 Q3	$865K	Buy	4,100 +39	+1%	+$8.21K	0.42%	48
2024 Q2	$821K	Sell	4,061 -21	-0.5%	-$4.11K	0.44%	48
2024 Q1	$818K	Buy	4,082 +8	+0.2%	+$1.44K	0.45%	48
2023 Q4	$693K	Sell	4,074 -157	-4%	-$23.8K	0.41%	53
2023 Q3	$614K	Buy	4,231 +210	+5%	+$31.5K	0.42%	51
2023 Q2	$585K	Sell	4,021 -101	-2%	-$13.9K	0.39%	50
2023 Q1	$537K	Sell	4,122 -189	-4%	-$25.9K	0.39%	50
2022 Q4	$578K	Buy	4,311 +841	+24%	+$107K	0.43%	52
2022 Q3	$362K	Buy	3,470 +401	+13%	+$46K	0.33%	57
2022 Q2	$345K	Buy	3,069 +13	+0.4%	+$1.61K	0.34%	48
2022 Q1	$416K	Buy	3,056 +20	+0.7%	+$2.95K	0.43%	46
2021 Q4	$480K	Buy	+3,036	New	+$499K	0.45%	37

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

Investmark Advisory Group's JPM Position: Q1 2026 in Review

Investmark Advisory Group reduced its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, selling an estimated $11.2K and leaving 3,033 shares worth $892K. The position accounts for 0.38% of the portfolio, ranked #57.

Investmark Advisory Group first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $989K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Investmark Advisory Group held 3,033 shares of JPMorgan Chase worth $892K as of Q1 2026.
Investmark Advisory Group sold 37 JPMorgan Chase shares in Q1 2026, an estimated $11.2K.
JPMorgan Chase made up 0.38% of Investmark Advisory Group's portfolio in Q1 2026, its #57 holding.
Investmark Advisory Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
Investmark Advisory Group's JPMorgan Chase position peaked at $989K in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.