PKS Advisory Services’s JPMorgan Chase JPM Stock Holding History

PKS Advisory Services’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	$2.79M	Buy	9,472 +4,050	+75%	+$1.23M	0.65%	31
2025 Q4	$1.75M	Sell	5,422 -56	-1%	-$17.3K	0.4%	50
2025 Q3	$1.73M	Buy	5,478 +113	+2%	+$33.6K	0.36%	51
2025 Q2	$1.56M	Buy	5,365 +149	+3%	+$38K	0.38%	53
2025 Q1	$1.28M	Buy	5,216 +96	+2%	+$24.5K	0.35%	57
2024 Q4	$1.23M	Buy	+5,120	New	+$1.19M	0.31%	56

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

PKS Advisory Services's JPM Position: Q1 2026 in Review

PKS Advisory Services increased its JPMorgan Chase (JPM) stake by 75% in Q1 2026, buying an estimated $1.23M and bringing the position to 9,472 shares worth $2.79M. The position accounts for 0.65% of the portfolio, ranked #31.

PKS Advisory Services first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

PKS Advisory Services held 9,472 shares of JPMorgan Chase worth $2.79M as of Q1 2026.
PKS Advisory Services bought 4,050 JPMorgan Chase shares in Q1 2026, an estimated $1.23M.
JPMorgan Chase made up 0.65% of PKS Advisory Services's portfolio in Q1 2026, its #31 holding.
PKS Advisory Services first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.