JWCA
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J.W. Cole Advisors’s JPMorgan Chase JPM Stock Holding History

J.W. Cole 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 		$34.4M Sell
116,797
-971
-0.8% -$295K 1.16% 11
2025
Q4 		$31M Sell
117,768
-3,132
-3% -$970K 0.75% 15
2025
Q3 		$38.1M Buy
120,900
+417
+0.3% +$124K 0.73% 17
2025
Q2 		$34.9M Buy
120,483
+26,531
+28% +$6.77M 0.74% 17
2025
Q1 		$23M Buy
93,952
+36,212
+63% +$9.23M 0.72% 15
2024
Q4 		$13.8M Buy
57,740
+2,180
+4% +$508K 0.56% 27
2024
Q3 		$11.7M Buy
55,560
+5,213
+10% +$1.1M 0.49% 30
2024
Q2 		$10.2M Buy
50,347
+10,709
+27% +$2.09M 0.48% 34
2024
Q1 		$7.93M Buy
39,638
+740
+2% +$134K 0.4% 44
2023
Q4 		$6.62M Buy
38,898
+3,917
+11% +$594K 0.39% 50
2023
Q3 		$5.07M Buy
34,981
+671
+2% +$101K 0.37% 58
2023
Q2 		$4.99M Sell
34,310
-1,238
-3% -$170K 0.36% 58
2023
Q1 		$4.63M Buy
35,548
+2,250
+7% +$308K 0.33% 68
2022
Q4 		$4.47M Buy
33,298
+1,484
+5% +$188K 0.34% 71
2022
Q3 		$3.33M Buy
31,814
+873
+3% +$100K 0.28% 85
2022
Q2 		$3.48M Sell
30,941
-822
-3% -$102K 0.28% 84
2022
Q1 		$4.33M Buy
31,763
+55
+0.2% +$8.12K 0.29% 74
2021
Q4 		$5.02M Buy
31,708
+175
+0.6% +$28.7K 0.33% 65
2021
Q3 		$5.03M Sell
31,533
-3,351
-10% -$525K 0.36% 47
2021
Q2 		$5.43M Buy
34,884
+1,323
+4% +$208K 0.43% 51
2021
Q1 		$5.11M Sell
33,561
-430
-1% -$61.9K 0.49% 38
2020
Q4 		$4.32M Sell
33,991
-51,504
-60% -$5.76M 0.45% 44
2020
Q3 		$8.23M Buy
85,495
+51,560
+152% +$5.06M 0.63% 26
2020
Q2 		$3.19M Buy
33,935
+26,665
+367% +$2.53M 0.48% 55
2020
Q1 		$655K Sell
7,270
-24,935
-77% -$3.03M 1.27% 15
2019
Q4 		$4.49M Buy
+32,205
New +$4.13M 0.57% 38

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

J.W. Cole Advisors's JPM Position: Q1 2026 in Review

J.W. Cole Advisors reduced its JPMorgan Chase (JPM) stake by 0.82% in Q1 2026, selling an estimated $295K and leaving 116,797 shares worth $34.4M. The position accounts for 1.16% of the portfolio, ranked #11.

J.W. Cole Advisors first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $38.1M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • J.W. Cole Advisors held 116,797 shares of JPMorgan Chase worth $34.4M as of Q1 2026.
  • J.W. Cole Advisors sold 971 JPMorgan Chase shares in Q1 2026, an estimated $295K.
  • JPMorgan Chase made up 1.16% of J.W. Cole Advisors's portfolio in Q1 2026, its #11 holding.
  • J.W. Cole Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • J.W. Cole Advisors's JPMorgan Chase position peaked at $38.1M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.