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Powers Advisory Group’s JPMorgan Chase JPM Stock Holding History

Powers Advisory Group’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 		$1.85M Sell
6,287
-45
-0.7% -$13.7K 0.65% 30
2025
Q4 		$2.04M Buy
6,332
+22
+0.3% +$6.81K 0.77% 26
2025
Q3 		$1.99M Buy
6,310
+64
+1% +$19K 0.79% 22
2025
Q2 		$1.81M Buy
6,246
+104
+2% +$26.5K 0.8% 24
2025
Q1 		$1.51M Buy
6,142
+11
+0.2% +$2.8K 0.72% 27
2024
Q4 		$1.47M Buy
6,131
+42
+0.7% +$9.78K 0.74% 24
2024
Q3 		$1.28M Sell
6,089
-13
-0.2% -$2.74K 0.64% 27
2024
Q2 		$1.23M Buy
6,102
+71
+1% +$13.9K 0.67% 26
2024
Q1 		$1.21M Buy
6,031
+226
+4% +$40.8K 0.69% 28
2023
Q4 		$987K Sell
5,805
-22
-0.4% -$3.33K 0.61% 30
2023
Q3 		$845K Sell
5,827
-83
-1% -$12.4K 0.57% 38
2023
Q2 		$860K Buy
5,910
+224
+4% +$30.8K 0.57% 37
2023
Q1 		$741K Sell
5,686
-77
-1% -$10.6K 0.52% 41
2022
Q4 		$773K Buy
5,763
+34
+0.6% +$4.31K 0.57% 38
2022
Q3 		$599K Buy
5,729
+279
+5% +$32K 0.48% 46
2022
Q2 		$614K Buy
5,450
+127
+2% +$15.7K 0.47% 49
2022
Q1 		$726K Buy
5,323
+167
+3% +$24.7K 0.51% 48
2021
Q4 		$816K Buy
+5,156
New +$847K 0.58% 44

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

Powers Advisory Group's JPM Position: Q1 2026 in Review

Powers Advisory Group reduced its JPMorgan Chase (JPM) stake by 0.71% in Q1 2026, selling an estimated $13.7K and leaving 6,287 shares worth $1.85M. The position accounts for 0.65% of the portfolio, ranked #30.

Powers Advisory Group first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.04M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Powers Advisory Group held 6,287 shares of JPMorgan Chase worth $1.85M as of Q1 2026.
  • Powers Advisory Group sold 45 JPMorgan Chase shares in Q1 2026, an estimated $13.7K.
  • JPMorgan Chase made up 0.65% of Powers Advisory Group's portfolio in Q1 2026, its #30 holding.
  • Powers Advisory Group first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Powers Advisory Group's JPMorgan Chase position peaked at $2.04M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Powers Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.