N.E.W. Advisory Services’s JPMorgan Chase JPM Stock Holding History

N.E.W. 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	$2.73M	Sell	9,284 -31	-0.3%	-$9.41K	0.2%	61
2025 Q4	$3M	Buy	9,315 +143	+2%	+$44.3K	0.22%	61
2025 Q3	$2.89M	Sell	9,172 -83	-0.9%	-$24.7K	0.26%	45
2025 Q2	$2.68M	Buy	9,255 +716	+8%	+$183K	0.26%	46
2025 Q1	$2.09M	Buy	8,539 +129	+2%	+$32.9K	0.16%	65
2024 Q4	$2.02M	Sell	8,410 -401	-5%	-$93.4K	0.19%	62
2024 Q3	$1.86M	Sell	8,811 -199	-2%	-$41.9K	0.18%	59
2024 Q2	$1.82M	Sell	9,010 -249	-3%	-$48.7K	0.2%	55
2024 Q1	$1.85M	Sell	9,259 -499	-5%	-$90K	0.21%	57
2023 Q4	$1.66M	Sell	9,758 -154	-2%	-$23.3K	0.2%	54
2023 Q3	$1.44M	Buy	9,912 +12	+0.1%	+$1.8K	0.2%	57
2023 Q2	$1.44M	Sell	9,900 -16	-0.2%	-$2.2K	0.2%	48
2023 Q1	$1.29M	Buy	9,916 +16	+0.2%	+$2.19K	0.19%	49
2022 Q4	$1.33M	Buy	9,900 +5,031	+103%	+$637K	0.21%	49
2022 Q3	$509K	Sell	4,869 -5,490	-53%	-$630K	0.09%	73
2022 Q2	$1.17M	Buy	10,359 +319	+3%	+$39.5K	0.2%	47
2022 Q1	$1.53M	Sell	10,040 -265	-3%	-$39.1K	0.29%	40
2021 Q4	$1.63M	Buy	10,305 +7	+0.1%	+$1.15K	0.25%	40
2021 Q3	$1.69M	Buy	10,298 +47	+0.5%	+$7.37K	0.27%	36
2021 Q2	$1.6M	Buy	10,251 +237	+2%	+$37.2K	0.27%	38
2021 Q1	$1.54M	Buy	10,014 +713	+8%	+$103K	0.29%	41
2020 Q4	$1.18M	Sell	9,301 -74	-0.8%	-$8.27K	0.25%	48
2020 Q3	$902K	Sell	9,375 -55	-0.6%	-$5.4K	0.25%	43
2020 Q2	$887K	Buy	+9,430	New	+$895K	0.28%	43
2019 Q4	$1.14M	Buy	+8,173	New	+$1.05M	0.37%	37

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

N.E.W. Advisory Services's JPM Position: Q1 2026 in Review

N.E.W. Advisory Services reduced its JPMorgan Chase (JPM) stake by 0.33% in Q1 2026, selling an estimated $9.41K and leaving 9,284 shares worth $2.73M. The position accounts for 0.2% of the portfolio, ranked #61.

N.E.W. Advisory Services first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. The position peaked at $3M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

N.E.W. Advisory Services held 9,284 shares of JPMorgan Chase worth $2.73M as of Q1 2026.
N.E.W. Advisory Services sold 31 JPMorgan Chase shares in Q1 2026, an estimated $9.41K.
JPMorgan Chase made up 0.2% of N.E.W. Advisory Services's portfolio in Q1 2026, its #61 holding.
N.E.W. Advisory Services first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
N.E.W. Advisory Services's JPMorgan Chase position peaked at $3M in Q4 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.