Northern Lights Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$315K Buy
1,071
+72
+7% +$21.9K 0.21% 48
2025
Q4
$322K Buy
+999
New +$309K 0.22% 45

Other funds holding JPM

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

Northern Lights Advisors increased its JPMorgan Chase (JPM) stake by 7.2% in Q1 2026, buying an estimated $21.9K and bringing the position to 1,071 shares worth $315K. The position accounts for 0.21% of the portfolio, ranked #48.

Northern Lights Advisors first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $322K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Northern Lights Advisors held 1,071 shares of JPMorgan Chase worth $315K as of Q1 2026.
  • Northern Lights Advisors bought 72 JPMorgan Chase shares in Q1 2026, an estimated $21.9K.
  • JPMorgan Chase made up 0.21% of Northern Lights Advisors's portfolio in Q1 2026, its #48 holding.
  • Northern Lights Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Northern Lights Advisors's JPMorgan Chase position peaked at $322K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Northern Lights Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.