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Paces Ferry Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Paces Ferry 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 		$3.22M Sell
10,958
-42
-0.4% -$12.7K 1.34% 20
2025
Q4 		$3.54M Sell
11,000
-104
-0.9% -$32.2K 1.44% 19
2025
Q3 		$3.5M Hold
11,104
– – 1.46% 17
2025
Q2 		$3.22M Sell
11,104
-679
-6% -$173K 1.48% 16
2025
Q1 		$2.89M Buy
11,783
+328
+3% +$83.6K 1.44% 16
2024
Q4 		$2.75M Sell
11,455
-29
-0.3% -$6.75K 1.33% 17
2024
Q3 		$2.42M Sell
11,484
-64
-0.6% -$13.5K 1.39% 17
2024
Q2 		$2.34M Buy
11,548
+9
+0.1% +$1.76K 1.41% 19
2024
Q1 		$2.31M Sell
11,539
-129
-1% -$23.3K 1.48% 18
2023
Q4 		$1.98M Sell
11,668
-56
-0.5% -$8.49K 1.38% 21
2023
Q3 		$1.7M Buy
11,724
+38
+0.3% +$5.7K 1.35% 23
2023
Q2 		$1.7M Sell
11,686
-104
-0.9% -$14.3K 1.28% 22
2023
Q1 		$1.54M Buy
11,790
+267
+2% +$36.6K 1.24% 22
2022
Q4 		$1.55M Buy
11,523
+29
+0.3% +$3.67K 1.5% 18
2022
Q3 		$1.2M Buy
11,494
+30
+0.3% +$3.44K 1.31% 24
2022
Q2 		$1.29M Buy
11,464
+172
+2% +$21.3K 1.27% 24
2022
Q1 		$1.54M Buy
11,292
+153
+1% +$22.6K 1.22% 23
2021
Q4 		$1.76M Sell
11,139
-125
-1% -$20.5K 1.27% 24
2021
Q3 		$1.84M Buy
11,264
+19
+0.2% +$2.98K 1.47% 21
2021
Q2 		$1.75M Sell
11,245
-665
-6% -$104K 1.34% 23
2021
Q1 		$1.81M Buy
11,910
+101
+0.9% +$14.5K 1.58% 17
2020
Q4 		$1.5M Sell
11,809
-108
-0.9% -$12.1K 1.37% 21
2020
Q3 		$1.15M Buy
+11,917
New +$1.17M 1% 23

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

Paces Ferry Wealth Advisors's JPM Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.38% in Q1 2026, selling an estimated $12.7K and leaving 10,958 shares worth $3.22M. The position accounts for 1.34% of the portfolio, ranked #20.

Paces Ferry Wealth Advisors first reported a position in JPM in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.54M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Paces Ferry Wealth Advisors held 10,958 shares of JPMorgan Chase worth $3.22M as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 42 JPMorgan Chase shares in Q1 2026, an estimated $12.7K.
  • JPMorgan Chase made up 1.34% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #20 holding.
  • Paces Ferry Wealth Advisors first reported a position in JPMorgan Chase in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's JPMorgan Chase position peaked at $3.54M in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.