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Johnson Financial Group LLC (Colorado)’s JPMorgan Chase JPM Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$1.69M Buy
5,758
+2,542
+79% +$771K 0.11% 40
2025
Q4 		$1.04M Buy
3,216
+1,259
+64% +$390K 0.06% 49
2025
Q3 		$617K Hold
1,957
– – 0.06% 42
2025
Q2 		$567K Sell
1,957
-772
-28% -$197K 0.05% 38
2025
Q1 		$669K Buy
+2,729
New +$696K 0.07% 41
2022
Q1 		– Sell
-4,210
Closed -$667K – 64
2021
Q4 		$667K Buy
4,210
+271
+7% +$44.5K 0.11% 25
2021
Q3 		$644K Sell
3,939
-647
-14% -$101K 0.13% 25
2021
Q2 		$713K Buy
4,586
+1,116
+32% +$175K 0.14% 26
2021
Q1 		$528K Buy
+3,470
New +$499K 0.12% 23
2018
Q1 		$726K Sell
6,610
-1,644
-20% -$186K 0.6% 13
2017
Q4 		$883K Sell
8,254
-1,639
-17% -$166K 0.66% 16
2017
Q3 		$944K Buy
9,893
+866
+10% +$79.9K 0.79% 11
2017
Q2 		$825K Sell
9,027
-98
-1% -$8.46K 0.69% 10
2017
Q1 		$802K Sell
9,125
-5,734
-39% -$506K 0.91% 10
2016
Q4 		$1.28M Buy
+14,859
New +$1.13M 1.03% 14

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

Johnson Financial Group LLC (Colorado)'s JPM Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its JPMorgan Chase (JPM) stake by 79% in Q1 2026, buying an estimated $771K and bringing the position to 5,758 shares worth $1.69M. The position accounts for 0.11% of the portfolio, ranked #40.

Johnson Financial Group LLC (Colorado) first reported a position in JPM in Q4 2016 and has held it in 15 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Johnson Financial Group LLC (Colorado) held 5,758 shares of JPMorgan Chase worth $1.69M as of Q1 2026.
  • Johnson Financial Group LLC (Colorado) bought 2,542 JPMorgan Chase shares in Q1 2026, an estimated $771K.
  • JPMorgan Chase made up 0.11% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #40 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in JPMorgan Chase in Q4 2016 and has held it in 15 quarters since.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.