ProVise Management Group’s JPMorgan Chase JPM Stock Holding History

ProVise Management 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	$30.7M	Sell	104,455 -1,517	-1%	-$460K	2.21%	9
2025 Q4	$34.1M	Sell	105,972 -1,010	-0.9%	-$313K	2.43%	7
2025 Q3	$33.7M	Sell	106,982 -1,093	-1%	-$325K	2.49%	6
2025 Q2	$31.3M	Sell	108,075 -965	-0.9%	-$246K	2.47%	5
2025 Q1	$26.7M	Sell	109,040 -2,213	-2%	-$564K	2.27%	8
2024 Q4	$26.7M	Sell	111,253 -7,307	-6%	-$1.7M	2.29%	9
2024 Q3	$25M	Sell	118,560 -221	-0.2%	-$46.5K	1.98%	11
2024 Q2	$24M	Sell	118,781 -358	-0.3%	-$70K	2.04%	11
2024 Q1	$23.9M	Sell	119,139 -3,009	-2%	-$543K	2.07%	7
2023 Q4	$20.8M	Buy	122,148 +1,698	+1%	+$257K	1.76%	9
2023 Q3	$17.5M	Buy	120,450 +1,249	+1%	+$187K	1.62%	15
2023 Q2	$17.3M	Buy	119,201 +6,656	+6%	+$915K	1.57%	15
2023 Q1	$14.7M	Buy	112,545 +5,954	+6%	+$816K	1.4%	19
2022 Q4	$14.3M	Buy	106,591 +7,894	+8%	+$1M	1.45%	15
2022 Q3	$10.3M	Buy	98,697 +42,415	+75%	+$4.87M	1.15%	22
2022 Q2	$6.34M	Buy	56,282 +28,968	+106%	+$3.59M	0.68%	45
2022 Q1	$3.72M	Buy	27,314 +435	+2%	+$64.2K	0.35%	80
2021 Q4	$4.26M	Buy	26,879 +113	+0.4%	+$18.6K	0.39%	75
2021 Q3	$4.38M	Buy	26,766 +299	+1%	+$46.9K	0.43%	71
2021 Q2	$4.12M	Sell	26,467 -537	-2%	-$84.3K	0.42%	74
2021 Q1	$4.11M	Sell	27,004 -4,412	-14%	-$635K	0.44%	67
2020 Q4	$3.99M	Buy	31,416 +1,033	+3%	+$115K	0.46%	64
2020 Q3	$2.92M	Sell	30,383 -1,009	-3%	-$99.1K	0.39%	72
2020 Q2	$2.95M	Buy	31,392 +119	+0.4%	+$11.3K	0.42%	69
2020 Q1	$2.82M	Sell	31,273 -1,854	-6%	-$225K	0.47%	64
2019 Q4	$4.62M	Buy	33,127 +57	+0.2%	+$7.31K	0.57%	54
2019 Q3	$3.89M	Sell	33,070 -242	-0.7%	-$27.4K	0.52%	58
2019 Q2	$3.72M	Buy	33,312 +4,132	+14%	+$456K	0.5%	59
2019 Q1	$2.95M	Sell	29,180 -708	-2%	-$72.9K	0.41%	69
2018 Q4	$2.92M	Buy	29,888 +344	+1%	+$36.7K	0.46%	60
2018 Q3	$3.33M	Buy	29,544 +496	+2%	+$56.3K	0.44%	65
2018 Q2	$3.03K	Sell	29,048 -2,677	-8%	-$294K	0.23%	88
2018 Q1	$3.49M	Buy	31,725 +572	+2%	+$64.8K	0.51%	59
2017 Q4	$3.33M	Sell	31,153 -5,658	-15%	-$573K	0.48%	62
2017 Q3	$3.52M	Sell	36,811 -2,775	-7%	-$256K	0.51%	58
2017 Q2	$3.62M	Sell	39,586 -1,075	-3%	-$92.8K	0.55%	56
2017 Q1	$3.57M	Sell	40,661 -2,299	-5%	-$203K	0.57%	52
2016 Q4	$3.71M	Buy	42,960 +35	+0.1%	+$2.67K	0.63%	45
2016 Q3	$2.86M	Sell	42,925 -117	-0.3%	-$7.63K	0.5%	60
2016 Q2	$2.67M	Sell	43,042 -500	-1%	-$31.2K	0.49%	62
2016 Q1	$2.58M	Buy	43,542 +1,005	+2%	+$58.7K	0.53%	57
2015 Q4	$2.81M	Buy	42,537 +4,300	+11%	+$280K	0.59%	47
2015 Q3	$2.33M	Buy	38,237 +4,350	+13%	+$285K	0.54%	52
2015 Q2	$2.3M	Buy	33,887 +495	+1%	+$32.3K	0.49%	60
2015 Q1	$2.02M	Buy	33,392 +567	+2%	+$33.6K	0.43%	69
2014 Q4	$2.05M	Sell	32,825 -430	-1%	-$25.9K	0.44%	67
2014 Q3	$2M	Sell	33,255 -2,100	-6%	-$123K	0.43%	68
2014 Q2	$2.04M	Buy	35,355 +350	+1%	+$19.7K	0.44%	70
2014 Q1	$2.13M	Sell	35,005 -8,185	-19%	-$473K	0.51%	55
2013 Q4	$2.53M	Buy	43,190 +3,950	+10%	+$216K	0.65%	40
2013 Q3	$2.03M	Buy	39,240 +210	+0.5%	+$11.3K	0.57%	44
2013 Q2	$2.06M	Buy	+39,030	New	+$1.98M	0.61%	42

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

ProVise Management Group's JPM Position: Q1 2026 in Review

ProVise Management Group reduced its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, selling an estimated $460K and leaving 104,455 shares worth $30.7M. The position accounts for 2.21% of the portfolio, ranked #9.

ProVise Management Group first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.1M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

ProVise Management Group held 104,455 shares of JPMorgan Chase worth $30.7M as of Q1 2026.
ProVise Management Group sold 1,517 JPMorgan Chase shares in Q1 2026, an estimated $460K.
JPMorgan Chase made up 2.21% of ProVise Management Group's portfolio in Q1 2026, its #9 holding.
ProVise Management Group first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
ProVise Management Group's JPMorgan Chase position peaked at $34.1M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.