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Persium Advisors’s JPMorgan Chase JPM Stock Holding History

Persium 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 		$1.04M Buy
3,537
+45
+1% +$13.7K 0.82% 12
2025
Q4 		$1.13M Buy
3,492
+89
+3% +$27.6K 0.81% 9
2025
Q3 		$1.07M Sell
3,403
-63
-2% -$18.7K 0.8% 10
2025
Q2 		$1M Buy
3,466
+119
+4% +$30.4K 0.83% 10
2025
Q1 		$821K Sell
3,347
-119
-3% -$30.3K 0.78% 10
2024
Q4 		$831K Buy
+3,466
New +$807K 0.82% 10

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

Persium Advisors's JPM Position: Q1 2026 in Review

Persium Advisors increased its JPMorgan Chase (JPM) stake by 1.3% in Q1 2026, buying an estimated $13.7K and bringing the position to 3,537 shares worth $1.04M. The position accounts for 0.82% of the portfolio, ranked #12.

Persium Advisors first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Persium Advisors held 3,537 shares of JPMorgan Chase worth $1.04M as of Q1 2026.
  • Persium Advisors bought 45 JPMorgan Chase shares in Q1 2026, an estimated $13.7K.
  • JPMorgan Chase made up 0.82% of Persium Advisors's portfolio in Q1 2026, its #12 holding.
  • Persium Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Persium Advisors's JPMorgan Chase position peaked at $1.13M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Persium Advisors's 13F filing for Q1 2026, filed 1 May 2026.