Laraway Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Laraway Financial 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	$896K	Sell	3,046 -275	-8%	-$83.5K	0.63%	42
2025 Q4	$1.07M	Sell	3,321 -50	-1%	-$15.5K	0.7%	37
2025 Q3	$1.06M	Sell	3,371 -2	-0.1%	-$595	0.73%	38
2025 Q2	$978K	Hold	3,373	–	–	0.74%	35
2025 Q1	$827K	Hold	3,373	–	–	0.66%	41
2024 Q4	$809K	Hold	3,373	–	–	0.62%	40
2024 Q3	$711K	Hold	3,373	–	–	0.57%	48
2024 Q2	$682K	Hold	3,373	–	–	0.58%	49
2024 Q1	$676K	Sell	3,373 -200	-6%	-$36.1K	0.6%	52
2023 Q4	$608K	Hold	3,573	–	–	0.58%	55
2023 Q3	$518K	Hold	3,573	–	–	0.54%	60
2023 Q2	$520K	Sell	3,573 -200	-5%	-$27.5K	0.51%	62
2023 Q1	$492K	Sell	3,773 -300	-7%	-$41.1K	0.5%	66
2022 Q4	$546K	Buy	4,073 +3	+0.1%	+$380	0.57%	59
2022 Q3	$426K	Hold	4,070	–	–	0.48%	65
2022 Q2	$459K	Sell	4,070 -200	-5%	-$24.8K	0.49%	65
2022 Q1	$582K	Sell	4,270 -10	-0.2%	-$1.48K	0.53%	60
2021 Q4	$677K	Buy	+4,280	New	+$703K	0.6%	56

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

Laraway Financial Advisors's JPM Position: Q1 2026 in Review

Laraway Financial Advisors reduced its JPMorgan Chase (JPM) stake by 8.3% in Q1 2026, selling an estimated $83.5K and leaving 3,046 shares worth $896K. The position accounts for 0.63% of the portfolio, ranked #42.

Laraway Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.07M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Laraway Financial Advisors held 3,046 shares of JPMorgan Chase worth $896K as of Q1 2026.
Laraway Financial Advisors sold 275 JPMorgan Chase shares in Q1 2026, an estimated $83.5K.
JPMorgan Chase made up 0.63% of Laraway Financial Advisors's portfolio in Q1 2026, its #42 holding.
Laraway Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
Laraway Financial Advisors's JPMorgan Chase position peaked at $1.07M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.