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
2018 Q3	–	Sell	-1,400	Closed	-$146K	–	605
2018 Q2	$146K	Buy	+1,400	New	+$154K	0.01%	598
2018 Q1	–	Sell	-1,400	Closed	-$150K	–	544
2017 Q4	$150K	Buy	+1,400	New	+$142K	0.01%	526

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.