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Phillips Financial Management’s JPMorgan Chase JPM Stock Holding History

Phillips Financial Management’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 		$8.92M Buy
30,340
+27
+0.1% +$8.19K 0.65% 30
2025
Q4 		$9.77M Buy
30,313
+119
+0.4% +$36.8K 0.63% 30
2025
Q3 		$9.52M Buy
30,194
+1,273
+4% +$379K 0.63% 35
2025
Q2 		$8.35M Buy
28,921
+12,776
+79% +$3.26M 0.61% 37
2025
Q1 		$3.96M Buy
16,145
+45
+0.3% +$11.5K 0.31% 55
2024
Q4 		$3.86M Buy
16,100
+188
+1% +$43.8K 0.3% 57
2024
Q3 		$3.36M Buy
15,912
+50
+0.3% +$10.5K 0.26% 62
2024
Q2 		$3.21M Buy
15,862
+323
+2% +$63.1K 0.26% 64
2024
Q1 		$3.11M Buy
15,539
+238
+2% +$42.9K 0.25% 65
2023
Q4 		$2.6M Sell
15,301
-115
-0.7% -$17.4K 0.23% 72
2023
Q3 		$2.24M Sell
15,416
-153
-1% -$22.9K 0.21% 77
2023
Q2 		$2.26M Buy
15,569
+108
+0.7% +$14.9K 0.21% 78
2023
Q1 		$2.01M Buy
15,461
+60
+0.4% +$8.22K 0.19% 77
2022
Q4 		$2.07M Buy
15,401
+179
+1% +$22.7K 0.21% 75
2022
Q3 		$1.59M Buy
15,222
+659
+5% +$75.6K 0.18% 77
2022
Q2 		$1.64M Buy
14,563
+233
+2% +$28.9K 0.18% 74
2022
Q1 		$1.95M Sell
14,330
-3
-0% -$443 0.18% 66
2021
Q4 		$2.27M Buy
14,333
+3
+0% +$493 0.22% 60
2021
Q3 		$2.35M Buy
14,330
+11
+0.1% +$1.73K 0.24% 60
2021
Q2 		$2.23M Buy
14,319
+961
+7% +$151K 0.23% 59
2021
Q1 		$2.03M Buy
13,358
+39
+0.3% +$5.61K 0.25% 57
2020
Q4 		$1.69M Sell
13,319
-968
-7% -$108K 0.23% 60
2020
Q3 		$1.38M Buy
14,287
+16
+0.1% +$1.57K 0.22% 61
2020
Q2 		$1.34M Buy
14,271
+1,001
+8% +$95K 0.22% 60
2020
Q1 		$1.12M Sell
13,270
-121
-0.9% -$14.7K 0.22% 61
2019
Q4 		$1.87M Buy
13,391
+34
+0.3% +$4.36K 0.31% 52
2019
Q3 		$1.57M Sell
13,357
-93
-0.7% -$10.5K 0.28% 53
2019
Q2 		$1.53M Buy
13,450
+60
+0.4% +$6.62K 0.28% 55
2019
Q1 		$1.4M Buy
13,390
+14
+0.1% +$1.44K 0.27% 55
2018
Q4 		$1.31M Buy
13,376
+14
+0.1% +$1.49K 0.28% 52
2018
Q3 		$1.52M Sell
13,362
-79
-0.6% -$8.97K 0.31% 47
2018
Q2 		$1.41M Buy
13,441
+10
+0.1% +$1.1K 0.3% 47
2018
Q1 		$1.47M Buy
13,431
+8
+0.1% +$906 0.32% 44
2017
Q4 		$1.45M Sell
13,423
-757
-5% -$76.6K 0.31% 46
2017
Q3 		$1.35M Buy
14,180
+152
+1% +$14K 0.3% 45
2017
Q2 		$1.3M Buy
14,028
+294
+2% +$25.4K 0.3% 46
2017
Q1 		$1.16M Buy
13,734
+239
+2% +$21.1K 0.28% 50
2016
Q4 		$1.18M Sell
13,495
-576
-4% -$43.9K 0.29% 49
2016
Q3 		$950K Sell
14,071
-87
-0.6% -$5.67K 0.25% 50
2016
Q2 		$904K Sell
14,158
-536
-4% -$33.5K 0.24% 50
2016
Q1 		$880K Buy
14,694
+13
+0.1% +$759 0.24% 50
2015
Q4 		$842K Buy
14,681
+14
+0.1% +$912 0.25% 50
2015
Q3 		$910K Buy
14,667
+1,576
+12% +$103K 0.27% 50
2015
Q2 		$907K Sell
13,091
-115
-0.9% -$7.51K 0.25% 51
2015
Q1 		$835K Buy
13,206
+14
+0.1% +$829 0.23% 52
2014
Q4 		$779K Sell
13,192
-771
-6% -$46.4K 0.22% 54
2014
Q3 		$817K Sell
13,963
-87
-0.6% -$5.09K 0.25% 54
2014
Q2 		$781K Sell
14,050
-266
-2% -$15K 0.23% 54
2014
Q1 		$791K Sell
14,316
-188
-1% -$10.9K 0.25% 55
2013
Q4 		$851K Sell
14,504
-1,329
-8% -$72.8K 0.28% 50
2013
Q3 		$834K Sell
15,833
-188
-1% -$10.1K 0.3% 49
2013
Q2 		$885K Buy
+16,021
New +$815K 0.32% 47

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

Phillips Financial Management's JPM Position: Q1 2026 in Review

Phillips Financial Management increased its JPMorgan Chase (JPM) stake by 0.09% in Q1 2026, buying an estimated $8.19K and bringing the position to 30,340 shares worth $8.92M. The position accounts for 0.65% of the portfolio, ranked #30.

Phillips Financial Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.77M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Phillips Financial Management held 30,340 shares of JPMorgan Chase worth $8.92M as of Q1 2026.
  • Phillips Financial Management bought 27 JPMorgan Chase shares in Q1 2026, an estimated $8.19K.
  • JPMorgan Chase made up 0.65% of Phillips Financial Management's portfolio in Q1 2026, its #30 holding.
  • Phillips Financial Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Phillips Financial Management's JPMorgan Chase position peaked at $9.77M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.