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Phoenix Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Phoenix 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 		$4.07M Sell
13,819
-498
-3% -$151K 1.61% 19
2025
Q4 		$4.61M Buy
14,317
+102
+0.7% +$31.6K 1.77% 15
2025
Q3 		$4.48M Buy
14,215
+46
+0.3% +$13.7K 1.72% 17
2025
Q2 		$4.11M Sell
14,169
-974
-6% -$249K 1.72% 16
2025
Q1 		$3.71M Sell
15,143
-1,819
-11% -$464K 1.62% 15
2024
Q4 		$4.07M Sell
16,962
-449
-3% -$105K 1.76% 16
2024
Q3 		$3.67M Sell
17,411
-1,982
-10% -$417K 1.7% 13
2024
Q2 		$3.92M Sell
19,393
-443
-2% -$86.6K 1.97% 10
2024
Q1 		$3.97M Sell
19,836
-1,638
-8% -$296K 2.42% 8
2023
Q4 		$3.7M Sell
21,474
-221
-1% -$33.5K 2.57% 7
2023
Q3 		$3.15M Buy
21,695
+382
+2% +$57.3K 1.85% 11
2023
Q2 		$3.1M Sell
21,313
-198
-0.9% -$27.2K 1.8% 12
2023
Q1 		$2.8M Sell
21,511
-1,127
-5% -$154K 1.74% 15
2022
Q4 		$3.04M Buy
22,638
+610
+3% +$77.3K 1.83% 13
2022
Q3 		$2.3M Sell
22,028
-66
-0.3% -$7.57K 2.3% 17
2022
Q2 		$2.49M Buy
22,094
+499
+2% +$61.8K 2.45% 14
2022
Q1 		$2.84M Buy
21,595
+261
+1% +$38.5K 2.94% 13
2021
Q4 		$3.38M Buy
21,334
+1,208
+6% +$198K 2.55% 7
2021
Q3 		$3.29M Buy
20,126
+91
+0.5% +$14.3K 2.46% 4
2021
Q2 		$3.07M Sell
20,035
-186
-0.9% -$29.2K 2.22% 5
2021
Q1 		$3.11M Sell
20,221
-1,237
-6% -$178K 2.42% 5
2020
Q4 		$2.73M Buy
+21,458
New +$2.4M 2.07% 9

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

Phoenix Wealth Advisors's JPM Position: Q1 2026 in Review

Phoenix Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 3.5% in Q1 2026, selling an estimated $151K and leaving 13,819 shares worth $4.07M. The position accounts for 1.61% of the portfolio, ranked #19.

Phoenix Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.61M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Phoenix Wealth Advisors held 13,819 shares of JPMorgan Chase worth $4.07M as of Q1 2026.
  • Phoenix Wealth Advisors sold 498 JPMorgan Chase shares in Q1 2026, an estimated $151K.
  • JPMorgan Chase made up 1.61% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Phoenix Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's JPMorgan Chase position peaked at $4.61M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.