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Koss-Olinger Consulting’s JPMorgan Chase JPM Stock Holding History

Koss-Olinger Consulting’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 		$291K Sell
988
-926
-48% -$281K 0.02% 214
2025
Q4 		$617K Sell
1,914
-1,713
-47% -$530K 0.05% 139
2025
Q3 		$1.05M Hold
3,627
– – 0.09% 120
2025
Q2 		$1.05M Sell
3,627
-107
-3% -$27.3K 0.09% 120
2025
Q1 		$916K Buy
+3,734
New +$952K 0.08% 127
2024
Q4 		– Sell
-3,496
Closed -$737K – 243
2024
Q3 		$737K Buy
3,496
+133
+4% +$28K 0.06% 116
2024
Q2 		$680K Buy
+3,363
New +$657K 0.06% 121
2024
Q1 		– Sell
-3,685
Closed -$627K – 185
2023
Q4 		$627K Buy
3,685
+408
+12% +$61.8K 0.06% 129
2023
Q3 		$475K Hold
3,277
– – 0.07% 131
2023
Q2 		$477K Sell
3,277
-100
-3% -$13.8K 0.06% 140
2023
Q1 		$440K Buy
3,377
+100
+3% +$13.7K 0.05% 143
2022
Q4 		$439K Hold
3,277
– – 0.06% 130
2022
Q3 		$342K Buy
3,277
+218
+7% +$25K 0.06% 132
2022
Q2 		$344K Buy
3,059
+124
+4% +$15.4K 0.06% 116
2022
Q1 		$400K Sell
2,935
-332
-10% -$49K 0.06% 123
2021
Q4 		$517K Buy
3,267
+565
+21% +$92.8K 0.08% 106
2021
Q3 		$442K Hold
2,702
– – 0.07% 124
2021
Q2 		$420K Sell
2,702
-625
-19% -$98.2K 0.06% 154
2021
Q1 		$506K Buy
+3,327
New +$479K 0.09% 125

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

Koss-Olinger Consulting's JPM Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its JPMorgan Chase (JPM) stake by 48% in Q1 2026, selling an estimated $281K and leaving 988 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #214.

Koss-Olinger Consulting first reported a position in JPM in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.05M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Koss-Olinger Consulting held 988 shares of JPMorgan Chase worth $291K as of Q1 2026.
  • Koss-Olinger Consulting sold 926 JPMorgan Chase shares in Q1 2026, an estimated $281K.
  • JPMorgan Chase made up 0.02% of Koss-Olinger Consulting's portfolio in Q1 2026, its #214 holding.
  • Koss-Olinger Consulting first reported a position in JPMorgan Chase in Q1 2021 and has held it in 19 quarters since.
  • Koss-Olinger Consulting's JPMorgan Chase position peaked at $1.05M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.