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Private Advisory Group’s JPMorgan Chase JPM Stock Holding History

Private 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 		$13.4M Buy
45,677
+1,711
+4% +$519K 0.88% 28
2025
Q4 		$14.2M Buy
43,966
+1,188
+3% +$368K 1.11% 25
2025
Q3 		$13.5M Sell
42,778
-1,470
-3% -$437K 1.11% 24
2025
Q2 		$12.8M Buy
44,248
+18,988
+75% +$4.85M 1.16% 25
2025
Q1 		$6.2M Buy
25,260
+4,367
+21% +$1.11M 0.69% 43
2024
Q4 		$5.01M Buy
20,893
+1,023
+5% +$238K 0.56% 49
2024
Q3 		$4.19M Buy
19,870
+18,055
+995% +$3.8M 0.5% 49
2024
Q2 		$367K Buy
1,815
+777
+75% +$152K 0.05% 149
2024
Q1 		$208K Buy
+1,038
New +$187K 0.03% 173
2023
Q1 		– Sell
-68,107
Closed -$9.13M – 218
2022
Q4 		$9.13M Buy
68,107
+216
+0.3% +$27.4K 2% 11
2022
Q3 		$7.09M Sell
67,891
-21,053
-24% -$2.42M 1.62% 16
2022
Q2 		$10M Sell
88,944
-4,611
-5% -$571K 2.27% 8
2022
Q1 		$12.8M Buy
93,555
+11,354
+14% +$1.68M 2.5% 11
2021
Q4 		$13M Buy
82,201
+3,797
+5% +$624K 2.46% 11
2021
Q3 		$12.8M Buy
78,404
+404
+0.5% +$63.3K 3.13% 7
2021
Q2 		$12.1M Buy
78,000
+13,524
+21% +$2.12M 3.05% 8
2021
Q1 		$9.81M Sell
64,476
-1,623
-2% -$233K 2.81% 7
2020
Q4 		$8.4M Buy
66,099
+709
+1% +$79.2K 2.78% 7
2020
Q3 		$6.29M Sell
65,390
-276
-0.4% -$27.1K 2.53% 11
2020
Q2 		$6.18M Buy
65,666
+61,802
+1,599% +$5.86M 2.53% 8
2020
Q1 		$348K Buy
+3,864
New +$469K 0.18% 75
2018
Q2 		– Sell
-3,633
Closed -$400K – 134
2018
Q1 		$400K Buy
3,633
+164
+5% +$18.6K 0.25% 78
2017
Q4 		$371K Buy
+3,469
New +$351K 0.2% 97
2017
Q2 		– Sell
-3,024
Closed -$265K – 139
2017
Q1 		$265K Buy
+3,024
New +$267K 0.18% 115

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

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

Private Advisory Group increased its JPMorgan Chase (JPM) stake by 3.9% in Q1 2026, buying an estimated $519K and bringing the position to 45,677 shares worth $13.4M. The position accounts for 0.88% of the portfolio, ranked #28.

Private Advisory Group first reported a position in JPM in Q1 2017 and has held it in 24 quarters since. The position peaked at $14.2M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Private Advisory Group held 45,677 shares of JPMorgan Chase worth $13.4M as of Q1 2026.
  • Private Advisory Group bought 1,711 JPMorgan Chase shares in Q1 2026, an estimated $519K.
  • JPMorgan Chase made up 0.88% of Private Advisory Group's portfolio in Q1 2026, its #28 holding.
  • Private Advisory Group first reported a position in JPMorgan Chase in Q1 2017 and has held it in 24 quarters since.
  • Private Advisory Group's JPMorgan Chase position peaked at $14.2M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.