North Ridge Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

North Ridge 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	$503K	Hold	1,710	–	–	0.28%	33
2025 Q4	$551K	Sell	1,710 -26	-1%	-$8.05K	0.31%	29
2025 Q3	$548K	Hold	1,736	–	–	0.31%	30
2025 Q2	$503K	Hold	1,736	–	–	0.31%	30
2025 Q1	$426K	Hold	1,736	–	–	0.28%	31
2024 Q4	$416K	Hold	1,736	–	–	0.29%	34
2024 Q3	$366K	Hold	1,736	–	–	0.25%	37
2024 Q2	$351K	Hold	1,736	–	–	0.27%	38
2024 Q1	$348K	Hold	1,736	–	–	0.27%	36
2023 Q4	$295K	Hold	1,736	–	–	0.25%	37
2023 Q3	$252K	Hold	1,736	–	–	0.25%	35
2023 Q2	$252K	Hold	1,736	–	–	0.24%	35
2023 Q1	$226K	Buy	+1,736	New	+$238K	0.23%	38

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

North Ridge Wealth Advisors's JPM Position: Q1 2026 in Review

North Ridge Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,710 shares worth $503K. The position accounts for 0.28% of the portfolio, ranked #33.

North Ridge Wealth Advisors first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $551K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

North Ridge Wealth Advisors held 1,710 shares of JPMorgan Chase worth $503K as of Q1 2026.
North Ridge Wealth Advisors left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.28% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #33 holding.
North Ridge Wealth Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
North Ridge Wealth Advisors's JPMorgan Chase position peaked at $551K in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.