NAAA
JPM icon

New Age Alpha Advisors’s JPMorgan Chase JPM Stock Holding History

New Age Alpha 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 		$18.6M Sell
63,388
-46
-0.1% -$14K 0.87% 9
2025
Q4 		$20.4M Sell
63,434
-12,288
-16% -$3.8M 0.88% 10
2025
Q3 		$23.9M Sell
75,722
-2,213
-3% -$658K 1% 9
2025
Q2 		$22.6M Buy
77,935
+19,264
+33% +$4.92M 0.99% 9
2025
Q1 		$14.4M Sell
58,671
-45,789
-44% -$11.7M 0.64% 14
2024
Q4 		$25M Buy
104,460
+104,332
+81,509% +$24.3M 1.01% 8
2024
Q3 		$27K Buy
128
+76
+146% +$16K 0.02% 66
2024
Q2 		$10.5K Buy
+52
New +$10.2K 0.01% 72

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

New Age Alpha Advisors's JPM Position: Q1 2026 in Review

New Age Alpha Advisors reduced its JPMorgan Chase (JPM) stake by 0.07% in Q1 2026, selling an estimated $14K and leaving 63,388 shares worth $18.6M. The position accounts for 0.87% of the portfolio, ranked #9.

New Age Alpha Advisors first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $25M in Q4 2024. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • New Age Alpha Advisors held 63,388 shares of JPMorgan Chase worth $18.6M as of Q1 2026.
  • New Age Alpha Advisors sold 46 JPMorgan Chase shares in Q1 2026, an estimated $14K.
  • JPMorgan Chase made up 0.87% of New Age Alpha Advisors's portfolio in Q1 2026, its #9 holding.
  • New Age Alpha Advisors first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's JPMorgan Chase position peaked at $25M in Q4 2024.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.