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Prudent Man Advisors’s JPMorgan Chase JPM Stock Holding History

Prudent Man Advisors’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 		$6.13M Buy
20,849
+7,388
+55% +$2.24M 1.84% 13
2025
Q4 		$4.34M Sell
13,461
-244
-2% -$75.5K 1.58% 13
2025
Q3 		$4.32M Sell
13,705
-5,314
-28% -$1.58M 1.59% 13
2025
Q2 		$5.51M Buy
19,019
+1,887
+11% +$482K 1.75% 10
2025
Q1 		$4.2M Buy
17,132
+481
+3% +$123K 1.53% 10
2024
Q4 		$3.99M Sell
16,651
-1,793
-10% -$418K 1.45% 10
2024
Q3 		$3.89M Sell
18,444
-1,937
-10% -$408K 1.3% 12
2024
Q2 		$4.12M Buy
20,381
+789
+4% +$154K 1.46% 11
2024
Q1 		$3.92M Sell
19,592
-1,160
-6% -$209K 1.47% 9
2023
Q4 		$3.53M Buy
20,752
+677
+3% +$103K 1.32% 12
2023
Q3 		$2.91M Buy
20,075
+2,687
+15% +$403K 1.16% 13
2023
Q2 		$2.53M Sell
17,388
-423
-2% -$58.2K 0.95% 13
2023
Q1 		$2.32M Buy
17,811
+4,008
+29% +$549K 0.91% 15
2022
Q4 		$1.85M Buy
13,803
+1,794
+15% +$227K 0.75% 20
2022
Q3 		$1.25M Buy
12,009
+241
+2% +$27.7K 0.59% 27
2022
Q2 		$1.32M Sell
11,768
-140
-1% -$17.3K 0.62% 26
2022
Q1 		$1.62M Buy
11,908
+5,462
+85% +$806K 0.66% 23
2021
Q4 		$1.02M Sell
6,446
-1,033
-14% -$170K 0.39% 53
2021
Q3 		$1.22M Buy
7,479
+7
+0.1% +$1.1K 0.46% 45
2021
Q2 		$1.16M Sell
7,472
-24
-0.3% -$3.77K 0.45% 46
2021
Q1 		$1.14M Buy
7,496
+286
+4% +$41.1K 0.48% 47
2020
Q4 		$916K Sell
7,210
-318
-4% -$35.5K 0.38% 50
2020
Q3 		$725K Buy
7,528
+255
+4% +$25K 0.38% 57
2020
Q2 		$684K Buy
+7,273
New +$690K 0.61% 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

Prudent Man Advisors's JPM Position: Q1 2026 in Review

Prudent Man Advisors increased its JPMorgan Chase (JPM) stake by 55% in Q1 2026, buying an estimated $2.24M and bringing the position to 20,849 shares worth $6.13M. The position accounts for 1.84% of the portfolio, ranked #13.

Prudent Man Advisors first reported a position in JPM in Q2 2020 and has held it in 24 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Prudent Man Advisors held 20,849 shares of JPMorgan Chase worth $6.13M as of Q1 2026.
  • Prudent Man Advisors bought 7,388 JPMorgan Chase shares in Q1 2026, an estimated $2.24M.
  • JPMorgan Chase made up 1.84% of Prudent Man Advisors's portfolio in Q1 2026, its #13 holding.
  • Prudent Man Advisors first reported a position in JPMorgan Chase in Q2 2020 and has held it in 24 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.