Petix & Botte Financial’s JPMorgan Chase JPM Stock Holding History

Petix & Botte Financial’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	$499K	Sell	848 -768	-48%	-$233K	0.11%	86
2025 Q4	$521K	Hold	1,616	–	–	0.12%	81
2025 Q3	$510K	Hold	1,616	–	–	0.12%	84
2025 Q2	$468K	Hold	1,616	–	–	0.12%	90
2025 Q1	$396K	Hold	1,616	–	–	0.1%	94
2024 Q4	$387K	Hold	1,616	–	–	0.1%	98
2024 Q3	$341K	Hold	1,616	–	–	0.09%	92
2024 Q2	$327K	Buy	+1,616	New	+$316K	0.09%	89
2024 Q1	–	Sell	-1,616	Closed	-$275K	–	151
2023 Q4	$275K	Hold	1,616	–	–	0.08%	101
2023 Q3	$234K	Buy	+1,616	New	+$242K	0.07%	107
2022 Q2	–	Sell	-2,014	Closed	-$275K	–	93
2022 Q1	$275K	Buy	+2,014	New	+$297K	0.08%	93
2021 Q4	–	Sell	-2,014	Closed	-$329K	–	96
2021 Q3	$329K	Buy	+2,014	New	+$316K	0.11%	80

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

Petix & Botte Financial's JPM Position: Q1 2026 in Review

Petix & Botte Financial reduced its JPMorgan Chase (JPM) stake by 48% in Q1 2026, selling an estimated $233K and leaving 848 shares worth $499K. The position accounts for 0.11% of the portfolio, ranked #86.

Petix & Botte Financial first reported a position in JPM in Q3 2021 and has held it in 12 quarters since. The position peaked at $521K in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Petix & Botte Financial held 848 shares of JPMorgan Chase worth $499K as of Q1 2026.
Petix & Botte Financial sold 768 JPMorgan Chase shares in Q1 2026, an estimated $233K.
JPMorgan Chase made up 0.11% of Petix & Botte Financial's portfolio in Q1 2026, its #86 holding.
Petix & Botte Financial first reported a position in JPMorgan Chase in Q3 2021 and has held it in 12 quarters since.
Petix & Botte Financial's JPMorgan Chase position peaked at $521K in Q4 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.