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Northern Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Northern Financial 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 		$3.16M Buy
10,740
+4,642
+76% +$1.41M 2.3% 11
2025
Q4 		$1.96M Sell
6,098
-6,179
-50% -$1.91M 2.25% 11
2025
Q3 		$3.87M Buy
12,277
+1,201
+11% +$357K 2.03% 13
2025
Q2 		$3.21M Buy
11,076
+78
+0.7% +$19.9K 2.41% 10
2025
Q1 		$2.7M Sell
10,998
-58
-0.5% -$14.8K 2.23% 9
2024
Q4 		$2.65M Sell
11,056
-227
-2% -$52.9K 2.12% 9
2024
Q3 		$2.38M Buy
11,283
+203
+2% +$42.8K 1.81% 11
2024
Q2 		$2.24M Sell
11,080
-58
-0.5% -$11.3K 1.8% 13
2024
Q1 		$2.23M Buy
11,138
+16
+0.1% +$2.89K 1.74% 10
2023
Q4 		$1.89M Buy
11,122
+1,569
+16% +$238K 1.59% 11
2023
Q3 		$1.39M Buy
9,553
+377
+4% +$56.5K 1.27% 16
2023
Q2 		$1.33M Buy
9,176
+1,465
+19% +$201K 1.18% 19
2023
Q1 		$939K Buy
7,711
+610
+9% +$83.6K 0.88% 35
2022
Q4 		$884K Buy
+7,101
New +$900K 1% 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

Northern Financial Advisors's JPM Position: Q1 2026 in Review

Northern Financial Advisors increased its JPMorgan Chase (JPM) stake by 76% in Q1 2026, buying an estimated $1.41M and bringing the position to 10,740 shares worth $3.16M. The position accounts for 2.3% of the portfolio, ranked #11.

Northern Financial Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.87M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Northern Financial Advisors held 10,740 shares of JPMorgan Chase worth $3.16M as of Q1 2026.
  • Northern Financial Advisors bought 4,642 JPMorgan Chase shares in Q1 2026, an estimated $1.41M.
  • JPMorgan Chase made up 2.3% of Northern Financial Advisors's portfolio in Q1 2026, its #11 holding.
  • Northern Financial Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Northern Financial Advisors's JPMorgan Chase position peaked at $3.87M in Q3 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.