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Morling Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Morling 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 		$534K Sell
1,814
-29
-2% -$8.8K 0.16% 42
2025
Q4 		$594K Buy
1,843
+29
+2% +$8.98K 0.19% 39
2025
Q3 		$572K Sell
1,814
-128
-7% -$38.1K 0.19% 40
2025
Q2 		$563K Sell
1,942
-3,360
-63% -$857K 0.18% 41
2025
Q1 		$1.3M Buy
5,302
+3,395
+178% +$866K 0.45% 27
2024
Q4 		$457K Buy
1,907
+27
+1% +$6.29K 0.16% 45
2024
Q3 		$396K Sell
1,880
-61
-3% -$12.8K 0.15% 46
2024
Q2 		$393K Buy
1,941
+293
+18% +$57.3K 0.17% 43
2024
Q1 		$330K Sell
1,648
-15
-0.9% -$2.71K 0.19% 48
2023
Q4 		$283K Buy
1,663
+15
+0.9% +$2.27K 0.23% 45
2023
Q3 		$239K Hold
1,648
– – 0.24% 47
2023
Q2 		$240K Sell
1,648
-98
-6% -$13.5K 0.23% 46
2023
Q1 		$228K Buy
1,746
+98
+6% +$13.4K 0.25% 48
2022
Q4 		$221K Hold
1,648
– – 0.28% 48
2022
Q3 		$172K Hold
1,648
– – 0.23% 47
2022
Q2 		$186K Sell
1,648
-8
-0.5% -$991 0.24% 49
2022
Q1 		$226K Buy
1,656
+10
+0.6% +$1.48K 0.29% 48
2021
Q4 		$261K Buy
+1,646
New +$270K 0.25% 40

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morling Financial Advisors reduced its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, selling an estimated $8.8K and leaving 1,814 shares worth $534K. The position accounts for 0.16% of the portfolio, ranked #42.

Morling Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.3M in Q1 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Morling Financial Advisors held 1,814 shares of JPMorgan Chase worth $534K as of Q1 2026.
  • Morling Financial Advisors sold 29 JPMorgan Chase shares in Q1 2026, an estimated $8.8K.
  • JPMorgan Chase made up 0.16% of Morling Financial Advisors's portfolio in Q1 2026, its #42 holding.
  • Morling Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Morling Financial Advisors's JPMorgan Chase position peaked at $1.3M in Q1 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.