Monument Group Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Monument Group Wealth 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	–	Sell	-779	Closed	-$251K	–	49
2025 Q4	$251K	Hold	779	–	–	0.14%	40
2025 Q3	$246K	Sell	779 -865	-53%	-$257K	0.14%	41
2025 Q2	$477K	Buy	1,644 +144	+10%	+$36.7K	0.3%	21
2025 Q1	$368K	Hold	1,500	–	–	0.26%	28
2024 Q4	$360K	Hold	1,500	–	–	0.25%	27
2024 Q3	$316K	Sell	1,500 -243	-14%	-$51.2K	0.19%	37
2024 Q2	$353K	Hold	1,743	–	–	0.24%	28
2024 Q1	$349K	Hold	1,743	–	–	0.26%	28
2023 Q4	$296K	Buy	+1,743	New	+$264K	0.25%	29

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Monument Group Wealth Advisors's JPM Position: Q1 2026 in Review

Monument Group Wealth Advisors sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 779 shares — an estimated $251K sold.

Monument Group Wealth Advisors first reported a position in JPM in Q4 2023 and held it in 9 quarters. The position peaked at $477K in Q2 2025. 5,078 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Monument Group Wealth Advisors reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Monument Group Wealth Advisors sold 779 JPMorgan Chase shares in Q1 2026, an estimated $251K.
Monument Group Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and held it in 9 quarters.
Monument Group Wealth Advisors's JPMorgan Chase position peaked at $477K in Q2 2025.
5,078 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.