Landing Point Financial Group’s JPMorgan Chase JPM Stock Holding History

Landing Point 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	$330K	Buy	1,121 +5	+0.4%	+$1.52K	0.16%	68
2025 Q4	$360K	Buy	1,116 +4	+0.4%	+$1.24K	0.18%	59
2025 Q3	$351K	Sell	1,112 -21	-2%	-$6.25K	0.18%	57
2025 Q2	$328K	Buy	1,133 +45	+4%	+$11.5K	0.21%	51
2025 Q1	$267K	Sell	1,088 -42	-4%	-$10.7K	0.2%	54
2024 Q4	$311K	Buy	+1,130	New	+$263K	0.24%	48

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

Landing Point Financial Group's JPM Position: Q1 2026 in Review

Landing Point Financial Group increased its JPMorgan Chase (JPM) stake by 0.45% in Q1 2026, buying an estimated $1.52K and bringing the position to 1,121 shares worth $330K. The position accounts for 0.16% of the portfolio, ranked #68.

Landing Point Financial Group first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $360K in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Landing Point Financial Group held 1,121 shares of JPMorgan Chase worth $330K as of Q1 2026.
Landing Point Financial Group bought 5 JPMorgan Chase shares in Q1 2026, an estimated $1.52K.
JPMorgan Chase made up 0.16% of Landing Point Financial Group's portfolio in Q1 2026, its #68 holding.
Landing Point Financial Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Landing Point Financial Group's JPMorgan Chase position peaked at $360K in Q4 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Landing Point Financial Group's 13F filing for Q1 2026, filed 5 May 2026.