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Navis Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Navis 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 		$1.8M Sell
6,120
-1,021
-14% -$310K 0.92% 25
2025
Q4 		$2.3M Buy
7,141
+998
+16% +$309K 0.97% 19
2025
Q3 		$1.94M Buy
6,143
+1,537
+33% +$457K 1.45% 10
2025
Q2 		$1.34M Sell
4,606
-46
-1% -$11.7K 1.12% 17
2025
Q1 		$1.14M Buy
4,652
+2,256
+94% +$575K 1.12% 16
2024
Q4 		$574K Sell
2,396
-98
-4% -$22.8K 0.63% 39
2024
Q3 		$526K Buy
2,494
+2
+0.1% +$421 0.57% 43
2024
Q2 		$504K Buy
2,492
+149
+6% +$29.1K 0.58% 42
2024
Q1 		$469K Sell
2,343
-6
-0.3% -$1.08K 0.56% 41
2023
Q4 		$400K Buy
2,349
+22
+0.9% +$3.33K 0.52% 44
2023
Q3 		$337K Buy
2,327
+2
+0.1% +$300 0.49% 51
2023
Q2 		$338K Buy
2,325
+19
+0.8% +$2.61K 0.31% 51
2023
Q1 		$300K Buy
2,306
+3
+0.1% +$411 0.33% 57
2022
Q4 		$309K Buy
+2,303
New +$292K 0.44% 51
2022
Q3 		– Sell
-3,944
Closed -$444K – 88
2022
Q2 		$444K Buy
3,944
+19
+0.5% +$2.35K 0.48% 49
2022
Q1 		$535K Buy
3,925
+815
+26% +$120K 0.47% 52
2021
Q4 		$492K Buy
3,110
+14
+0.5% +$2.3K 0.41% 52
2021
Q3 		$507K Sell
3,096
-1,987
-39% -$312K 0.35% 64
2021
Q2 		$791K Buy
5,083
+13
+0.3% +$2.04K 0.66% 35
2021
Q1 		$772K Buy
5,070
+15
+0.3% +$2.16K 0.6% 39
2020
Q4 		$642K Buy
+5,055
New +$565K 0.58% 39

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

Navis Wealth Advisors's JPM Position: Q1 2026 in Review

Navis Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 14% in Q1 2026, selling an estimated $310K and leaving 6,120 shares worth $1.8M. The position accounts for 0.92% of the portfolio, ranked #25.

Navis Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.3M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Navis Wealth Advisors held 6,120 shares of JPMorgan Chase worth $1.8M as of Q1 2026.
  • Navis Wealth Advisors sold 1,021 JPMorgan Chase shares in Q1 2026, an estimated $310K.
  • JPMorgan Chase made up 0.92% of Navis Wealth Advisors's portfolio in Q1 2026, its #25 holding.
  • Navis Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • Navis Wealth Advisors's JPMorgan Chase position peaked at $2.3M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.