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Phoenix Financial’s JPMorgan Chase JPM Stock Holding History

Phoenix 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 		$16.8M Sell
57,035
-19,558
-26% -$5.94M 0.16% 67
2025
Q4 		$21.2M Buy
76,593
+10,926
+17% +$3.38M 0.23% 60
2025
Q3 		$20.7M Sell
65,667
-11,099
-14% -$3.3M 0.25% 57
2025
Q2 		$22.2M Buy
76,766
+8,912
+13% +$2.27M 0.29% 56
2025
Q1 		$16.7M Sell
67,854
-20,783
-23% -$5.3M 0.26% 69
2024
Q4 		$21.2M Sell
88,637
-9,624
-10% -$2.24M 0.29% 65
2024
Q3 		$20.7M Buy
98,261
+10,344
+12% +$2.18M 0.31% 58
2024
Q2 		$17.7M Sell
87,917
-146,684
-63% -$28.7M 0.27% 62
2024
Q1 		$47M Buy
234,601
+39,424
+20% +$7.11M 0.65% 38
2023
Q4 		$37.3M Buy
195,177
+21,754
+13% +$3.3M 0.62% 44
2023
Q3 		$25.2M Buy
173,423
+17,102
+11% +$2.56M 0.46% 49
2023
Q2 		$22.7M Sell
156,321
-148,963
-49% -$20.5M 0.46% 45
2023
Q1 		$39.8M Sell
305,284
-767,597
-72% -$105M 0.89% 38
2022
Q4 		$144M Buy
1,072,881
+629,377
+142% +$79.7M 2.79% 8
2022
Q3 		$47.1M Sell
443,504
-1,385
-0.3% -$159K 1.04% 34
2022
Q2 		$50.1M Buy
444,889
+72,988
+20% +$9.04M 1.02% 37
2022
Q1 		$50.7M Sell
371,901
-49,709
-12% -$7.34M 0.85% 39
2021
Q4 		$66.8M Sell
421,610
-247,388
-37% -$40.6M 1.1% 28
2021
Q3 		$110M Sell
668,998
-9,712
-1% -$1.52M 1.9% 11
2021
Q2 		$106M Buy
678,710
+396,758
+141% +$62.3M 2.01% 5
2021
Q1 		$42.9M Buy
281,952
+481
+0.2% +$69.2K 0.97% 30
2020
Q4 		$35.7M Buy
281,471
+2,815
+1% +$315K 0.96% 30
2020
Q3 		$25.3M Buy
278,656
+18,076
+7% +$1.78M 1.06% 28
2020
Q2 		$23.3M Buy
260,580
+40,530
+18% +$3.85M 0.99% 34
2020
Q1 		$19.5M Sell
220,050
-16,950
-7% -$2.06M 0.99% 29
2019
Q4 		$32.8M Sell
237,000
-103
-0% -$13.2K 1.37% 18
2019
Q3 		$26.6M Buy
+237,103
New +$26.8M 1.26% 23

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Phoenix Financial's JPM Position: Q1 2026 in Review

Phoenix Financial reduced its JPMorgan Chase (JPM) stake by 26% in Q1 2026, selling an estimated $5.94M and leaving 57,035 shares worth $16.8M. The position accounts for 0.16% of the portfolio, ranked #67.

Phoenix Financial first reported a position in JPM in Q3 2019 and has held it in 27 quarters since. The position peaked at $144M in Q4 2022. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Phoenix Financial held 57,035 shares of JPMorgan Chase worth $16.8M as of Q1 2026.
  • Phoenix Financial sold 19,558 JPMorgan Chase shares in Q1 2026, an estimated $5.94M.
  • JPMorgan Chase made up 0.16% of Phoenix Financial's portfolio in Q1 2026, its #67 holding.
  • Phoenix Financial first reported a position in JPMorgan Chase in Q3 2019 and has held it in 27 quarters since.
  • Phoenix Financial's JPMorgan Chase position peaked at $144M in Q4 2022.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.