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My Personal CFO LLC’s JPMorgan Chase JPM Stock Holding History

My Personal CFO LLC’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 		$819K Sell
2,785
-75
-3% -$22.8K 0.36% 46
2025
Q4 		$922K Buy
2,860
+1,082
+61% +$335K 0.38% 45
2025
Q3 		$561K Sell
1,778
-1,132
-39% -$337K 0.22% 59
2025
Q2 		$844K Hold
2,910
– – 0.38% 47
2025
Q1 		$714K Sell
2,910
-46
-2% -$11.7K 0.36% 47
2024
Q4 		$709K Hold
2,956
– – 0.36% 49
2024
Q3 		$623K Buy
2,956
+15
+0.5% +$3.16K 0.34% 54
2024
Q2 		$595K Sell
2,941
-77
-3% -$15.1K 0.32% 56
2024
Q1 		$605K Buy
3,018
+19
+0.6% +$3.43K 0.35% 56
2023
Q4 		$510K Buy
2,999
+116
+4% +$17.6K 0.33% 58
2023
Q3 		$418K Buy
2,883
+2
+0.1% +$300 0.34% 56
2023
Q2 		$419K Sell
2,881
-47
-2% -$6.46K 0.33% 56
2023
Q1 		$382K Buy
2,928
+2,636
+903% +$361K 0.33% 52
2022
Q4 		$392K Hold
292
– – 0.36% 48
2022
Q3 		$337K Sell
292
-2,342
-89% -$269K 0.51% 43
2022
Q2 		$297K Buy
2,634
+187
+8% +$23.2K 0.38% 45
2022
Q1 		$334K Sell
2,447
-110
-4% -$16.2K 0.35% 43
2021
Q4 		$405K Buy
+2,557
New +$420K 0.35% 42

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

My Personal CFO LLC's JPM Position: Q1 2026 in Review

My Personal CFO LLC reduced its JPMorgan Chase (JPM) stake by 2.6% in Q1 2026, selling an estimated $22.8K and leaving 2,785 shares worth $819K. The position accounts for 0.36% of the portfolio, ranked #46.

My Personal CFO LLC first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $922K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • My Personal CFO LLC held 2,785 shares of JPMorgan Chase worth $819K as of Q1 2026.
  • My Personal CFO LLC sold 75 JPMorgan Chase shares in Q1 2026, an estimated $22.8K.
  • JPMorgan Chase made up 0.36% of My Personal CFO LLC's portfolio in Q1 2026, its #46 holding.
  • My Personal CFO LLC first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • My Personal CFO LLC's JPMorgan Chase position peaked at $922K in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.