Level Four Advisory Services’s JPMorgan Chase JPM Stock Holding History

Level Four Advisory Services’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	$28M	Sell	95,223 -3,654	-4%	-$1.11M	0.92%	16
2025 Q4	$31.9M	Buy	98,877 +1,227	+1%	+$380K	1.04%	14
2025 Q3	$30.8M	Sell	97,650 -3,870	-4%	-$1.15M	1.05%	14
2025 Q2	$29.4M	Sell	101,520 -1,764	-2%	-$450K	1.08%	16
2025 Q1	$25.3M	Buy	103,284 +4,259	+4%	+$1.09M	1.04%	14
2024 Q4	$23.7M	Buy	99,025 +533	+0.5%	+$124K	0.97%	15
2024 Q3	$21.9M	Buy	98,492 +29,657	+43%	+$6.25M	0.92%	17
2024 Q2	$13.9M	Sell	68,835 -6,489	-9%	-$1.27M	0.63%	26
2024 Q1	$12.8M	Buy	75,324 +1,893	+3%	+$342K	0.7%	17
2023 Q4	$12.5M	Sell	73,431 -2,294	-3%	-$348K	0.7%	17
2023 Q3	$11M	Sell	75,725 -13,194	-15%	-$1.98M	0.71%	18
2023 Q2	$12.9M	Buy	88,919 +2,725	+3%	+$375K	0.78%	18
2023 Q1	$11.2M	Buy	86,194 +1,333	+2%	+$183K	0.74%	21
2022 Q4	$11.4M	Buy	84,861 +20,553	+32%	+$2.6M	0.84%	18
2022 Q3	$6.72M	Buy	64,308 +2,774	+5%	+$318K	0.65%	28
2022 Q2	$6.93M	Buy	61,534 +1,408	+2%	+$174K	0.65%	27
2022 Q1	$8.2M	Buy	60,126 +2,528	+4%	+$373K	0.64%	26
2021 Q4	$9.12M	Buy	57,598 +16,007	+38%	+$2.63M	0.7%	23
2021 Q3	$6.81M	Sell	41,591 -22,183	-35%	-$3.48M	0.71%	27
2021 Q2	$9.92M	Buy	63,774 +5,059	+9%	+$795K	0.69%	27
2021 Q1	$8.94M	Buy	58,715 +1,940	+3%	+$279K	0.69%	22
2020 Q4	$7.21M	Sell	56,775 -4,024	-7%	-$450K	0.58%	35
2020 Q3	$5.85M	Sell	60,799 -5,566	-8%	-$547K	0.45%	49
2020 Q2	$6.24M	Buy	66,365 +5,341	+9%	+$507K	0.48%	41
2020 Q1	$5.5M	Sell	61,024 -4,452	-7%	-$541K	0.66%	27
2019 Q4	$23M	Buy	65,476 +6,568	+11%	+$842K	0.91%	18
2019 Q3	$6.93M	Sell	58,908 -3,072	-5%	-$347K	0.72%	22
2019 Q2	$6.93M	Sell	61,980 -3,606	-5%	-$398K	0.7%	21
2019 Q1	$6.64M	Sell	65,586 -1,308	-2%	-$135K	0.73%	22
2018 Q4	$6.53M	Buy	66,894 +1,399	+2%	+$149K	0.81%	19
2018 Q3	$7.39M	Sell	65,495 -6,072	-8%	-$689K	0.8%	18
2018 Q2	$7.46M	Buy	71,567 +9,979	+16%	+$1.09M	0.54%	42
2018 Q1	$6.77M	Buy	61,588 +2,905	+5%	+$329K	0.53%	44
2017 Q4	$6.28M	Buy	58,683 +2,575	+5%	+$261K	0.49%	50
2017 Q3	$5.36M	Buy	56,108 +3,055	+6%	+$282K	0.48%	47
2017 Q2	$4.57M	Sell	53,053 -11,625	-18%	-$1M	0.7%	31
2017 Q1	$5.59M	Buy	64,678 +2,668	+4%	+$235K	0.57%	40
2016 Q4	$5.35M	Buy	+62,010	New	+$4.73M	0.68%	25

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

Level Four Advisory Services's JPM Position: Q1 2026 in Review

Level Four Advisory Services reduced its JPMorgan Chase (JPM) stake by 3.7% in Q1 2026, selling an estimated $1.11M and leaving 95,223 shares worth $28M. The position accounts for 0.92% of the portfolio, ranked #16.

Level Four Advisory Services first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $31.9M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Level Four Advisory Services held 95,223 shares of JPMorgan Chase worth $28M as of Q1 2026.
Level Four Advisory Services sold 3,654 JPMorgan Chase shares in Q1 2026, an estimated $1.11M.
JPMorgan Chase made up 0.92% of Level Four Advisory Services's portfolio in Q1 2026, its #16 holding.
Level Four Advisory Services first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's JPMorgan Chase position peaked at $31.9M in Q4 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.