NWF Advisory Services’s JPMorgan Chase JPM Stock Holding History

NWF Advisory 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	$4.92M	Sell	16,721 -1,816	-10%	-$551K	0.56%	45
2025 Q4	$5.97M	Buy	18,537 +1,206	+7%	+$373K	0.66%	39
2025 Q3	$5.47M	Sell	17,331 -495	-3%	-$147K	0.6%	41
2025 Q2	$5.17M	Buy	17,826 +2,132	+14%	+$544K	0.62%	39
2025 Q1	$3.85M	Sell	15,694 -1,339	-8%	-$341K	0.54%	46
2024 Q4	$4.08M	Sell	17,033 -2,309	-12%	-$538K	0.6%	43
2024 Q3	$4.08M	Sell	19,342 -3,381	-15%	-$712K	0.59%	41
2024 Q2	$4.6M	Sell	22,723 -1,381	-6%	-$270K	0.73%	36
2024 Q1	$4.83M	Sell	24,104 -2,607	-10%	-$470K	0.81%	31
2023 Q4	$4.54M	Buy	26,711 +1,044	+4%	+$158K	0.9%	27
2023 Q3	$3.72M	Sell	25,667 -1,054	-4%	-$158K	0.88%	29
2023 Q2	$3.89M	Hold	26,721	–	–	0.9%	26
2023 Q1	$3.89M	Buy	+26,721	New	+$3.66M	0.9%	26

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

NWF Advisory Services's JPM Position: Q1 2026 in Review

NWF Advisory Services reduced its JPMorgan Chase (JPM) stake by 9.8% in Q1 2026, selling an estimated $551K and leaving 16,721 shares worth $4.92M. The position accounts for 0.56% of the portfolio, ranked #45.

NWF Advisory Services first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.97M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

NWF Advisory Services held 16,721 shares of JPMorgan Chase worth $4.92M as of Q1 2026.
NWF Advisory Services sold 1,816 JPMorgan Chase shares in Q1 2026, an estimated $551K.
JPMorgan Chase made up 0.56% of NWF Advisory Services's portfolio in Q1 2026, its #45 holding.
NWF Advisory Services first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's JPMorgan Chase position peaked at $5.97M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.