JFG
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JDM Financial Group’s JPMorgan Chase JPM Stock Holding History

JDM Financial 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 		$10.6K Hold
36
– – ﹤0.01% 190
2025
Q4 		$11.6K Sell
36
-29
-45% -$8.98K ﹤0.01% 173
2025
Q3 		$20.5K Hold
65
– – 0.01% 134
2025
Q2 		$18.8K Hold
65
– – 0.01% 132
2025
Q1 		$15.9K Hold
65
– – 0.01% 135
2024
Q4 		$15.6K Hold
65
– – 0.01% 142
2024
Q3 		$13.7K Buy
65
+36
+124% +$7.58K 0.01% 147
2024
Q2 		$5.87K Hold
29
– – ﹤0.01% 182
2024
Q1 		$5.81K Hold
29
– – ﹤0.01% 176
2023
Q4 		$4.93K Sell
29
-31
-52% -$4.7K ﹤0.01% 176
2023
Q3 		$8.7K Hold
60
– – 0.01% 133
2023
Q2 		$8.73K Hold
60
– – 0.01% 140
2023
Q1 		$7.82K Sell
60
-17
-22% -$2.33K 0.01% 156
2022
Q4 		$10.3K Buy
+77
New +$9.76K 0.01% 128

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

JDM Financial Group's JPM Position: Q1 2026 in Review

JDM Financial Group held its JPMorgan Chase (JPM) position steady in Q1 2026 at 36 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

JDM Financial Group first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.5K in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • JDM Financial Group held 36 shares of JPMorgan Chase worth $10.6K as of Q1 2026.
  • JDM Financial Group left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up ﹤0.01% of JDM Financial Group's portfolio in Q1 2026, its #190 holding.
  • JDM Financial Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • JDM Financial Group's JPMorgan Chase position peaked at $20.5K in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.