Providence Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.15M | Sell |
20,878
-43
| -0.2% | -$13.1K | 3.91% | 6 |
|
|
2025
Q4 | $7.04M | Buy |
20,921
+43
| +0.2% | +$13.3K | 4.4% | 5 |
|
|
2025
Q3 | $6.38M | Sell |
20,878
-22
| -0.1% | -$6.54K | 4.02% | 5 |
|
|
2025
Q2 | $6.03M | Buy |
20,900
+138
| +0.7% | +$35.2K | 4.14% | 5 |
|
|
2025
Q1 | $5.04M | Sell |
20,762
-38
| -0.2% | -$9.69K | 3.82% | 4 |
|
|
2024
Q4 | $5.03M | Sell |
20,800
-629
| -3% | -$147K | 3.81% | 5 |
|
|
2024
Q3 | $4.79M | Buy |
21,429
+50
| +0.2% | +$10.5K | 3.54% | 5 |
|
|
2024
Q2 | $4.39M | Buy |
21,379
+155
| +0.7% | +$30.3K | 3.5% | 5 |
|
|
2024
Q1 | $4.22M | Buy |
21,224
+14,263
| +205% | +$2.57M | 3.6% | 5 |
|
|
2023
Q4 | $1.54M | Sell |
6,961
-14,133
| -67% | -$2.14M | 1.39% | 20 |
|
|
2023
Q3 | $3.02M | Buy |
21,094
+85
| +0.4% | +$12.7K | 3.37% | 6 |
|
|
2023
Q2 | $3.04M | Buy |
21,009
+5,273
| +34% | +$725K | 3.36% | 5 |
|
|
2023
Q1 | $2.22M | Sell |
15,736
-300
| -2% | -$41.1K | 1.64% | 18 |
|
|
2022
Q4 | $2.17M | Sell |
16,036
-98
| -0.6% | -$12.4K | 1.61% | 19 |
|
|
2022
Q3 | $2.11M | Sell |
16,134
-347
| -2% | -$39.8K | 1.58% | 20 |
|
|
2022
Q2 | $1.84M | Buy |
16,481
+704
| +4% | +$87.2K | 1.33% | 28 |
|
|
2022
Q1 | $2.13M | Buy |
15,777
+275
| +2% | +$40.6K | 1.37% | 20 |
|
|
2021
Q4 | $2.6M | Sell |
15,502
-50
| -0.3% | -$8.21K | 1.63% | 16 |
|
|
2021
Q3 | $2.58M | Sell |
15,552
-328
| -2% | -$51.4K | 1.79% | 15 |
|
|
2021
Q2 | $2.45M | Buy |
15,880
+76
| +0.5% | +$11.9K | 1.68% | 15 |
|
|
2021
Q1 | $2.41M | Buy |
15,804
+207
| +1% | +$29.8K | 1.77% | 15 |
|
|
2020
Q4 | $1.96M | Buy |
15,597
+915
| +6% | +$102K | 1.62% | 16 |
|
|
2020
Q3 | $1.41M | Sell |
14,682
-938
| -6% | -$92.1K | 1.4% | 23 |
|
|
2020
Q2 | $1.47M | Buy |
15,620
+1,186
| +8% | +$113K | 1.5% | 22 |
|
|
2020
Q1 | $1.24M | Buy |
14,434
+101
| +0.7% | +$12.3K | 1.5% | 22 |
|
|
2019
Q4 | $1.99M | Sell |
14,333
-31,807
| -69% | -$4.08M | 1.83% | 15 |
|
|
2019
Q3 | $5.43M | Sell |
46,140
-12,197
| -21% | -$1.38M | 4.85% | 2 |
|
|
2019
Q2 | $6.64M | Sell |
58,337
-669
| -1% | -$73.8K | 6.17% | 1 |
|
|
2019
Q1 | $6.05M | Sell |
59,006
-935
| -2% | -$96.3K | 5.69% | 1 |
|
|
2018
Q4 | $5.8M | Sell |
59,941
-3,018
| -5% | -$322K | 6.44% | 1 |
|
|
2018
Q3 | $7.1M | Sell |
62,959
-1,575
| -2% | -$179K | 6.48% | 1 |
|
|
2018
Q2 | $6.72M | Sell |
64,534
-584
| -0.9% | -$64.1K | 6.55% | 1 |
|
|
2018
Q1 | $7.02M | Buy |
+65,118
| New | +$7.37M | 10.4% | 1 |
|
Other funds holding JPM
VCM
VPM
Providence Wealth Advisors's JPM Position: Q1 2026 in Review
Providence Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.21% in Q1 2026, selling an estimated $13.1K and leaving 20,878 shares worth $6.15M. The position accounts for 3.91% of the portfolio, ranked #6.
Providence Wealth Advisors first reported a position in JPM in Q1 2018 and has held it in 33 quarters since. The position peaked at $7.1M in Q3 2018. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Providence Wealth Advisors held 20,878 shares of JPMorgan Chase worth $6.15M as of Q1 2026.
- Providence Wealth Advisors sold 43 JPMorgan Chase shares in Q1 2026, an estimated $13.1K.
- JPMorgan Chase made up 3.91% of Providence Wealth Advisors's portfolio in Q1 2026, its #6 holding.
- Providence Wealth Advisors first reported a position in JPMorgan Chase in Q1 2018 and has held it in 33 quarters since.
- Providence Wealth Advisors's JPMorgan Chase position peaked at $7.1M in Q3 2018.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Providence Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.