Novak & Powell Financial Services’s JPMorgan Chase JPM Stock Holding History

Novak & Powell Financial Services’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	$1.35M	Sell	4,582 -55	-1%	-$16.7K	0.73%	37
2025 Q4	$1.49M	Sell	4,637 -1,033	-18%	-$320K	0.78%	33
2025 Q3	$1.79M	Buy	5,670 +150	+3%	+$44.6K	0.94%	23
2025 Q2	$1.6M	Sell	5,520 -280	-5%	-$71.5K	1.11%	19
2025 Q1	$1.42M	Sell	5,800 -56	-1%	-$14.3K	0.89%	28
2024 Q4	$1.4M	Sell	5,856 -78	-1%	-$18.2K	0.84%	31
2024 Q3	$1.25M	Sell	5,934 -620	-9%	-$131K	0.73%	34
2024 Q2	$1.33M	Sell	6,554 -174	-3%	-$34K	0.82%	34
2024 Q1	$1.35M	Sell	6,728 -106	-2%	-$19.1K	1.01%	23
2023 Q4	$1.16M	Buy	+6,834	New	+$1.04M	0.78%	36

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

Novak & Powell Financial Services's JPM Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its JPMorgan Chase (JPM) stake by 1.2% in Q1 2026, selling an estimated $16.7K and leaving 4,582 shares worth $1.35M. The position accounts for 0.73% of the portfolio, ranked #37.

Novak & Powell Financial Services first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.79M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Novak & Powell Financial Services held 4,582 shares of JPMorgan Chase worth $1.35M as of Q1 2026.
Novak & Powell Financial Services sold 55 JPMorgan Chase shares in Q1 2026, an estimated $16.7K.
JPMorgan Chase made up 0.73% of Novak & Powell Financial Services's portfolio in Q1 2026, its #37 holding.
Novak & Powell Financial Services first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's JPMorgan Chase position peaked at $1.79M in Q3 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.