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Regal Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Regal Investment 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 		$5.08M Sell
17,259
-164
-0.9% -$49.8K 0.29% 90
2025
Q4 		$5.61M Buy
17,423
+2,367
+16% +$733K 0.34% 77
2025
Q3 		$4.75M Buy
15,056
+680
+5% +$202K 0.31% 86
2025
Q2 		$4.17M Buy
14,376
+1,149
+9% +$293K 0.31% 84
2025
Q1 		$3.24M Sell
13,227
-2,129
-14% -$543K 0.26% 106
2024
Q4 		$3.68M Sell
15,356
-1,105
-7% -$257K 0.28% 103
2024
Q3 		$3.47M Sell
16,461
-14,067
-46% -$2.96M 0.24% 120
2024
Q2 		$6.17M Sell
30,528
-114
-0.4% -$22.3K 0.4% 67
2024
Q1 		$6.14M Sell
30,642
-1,739
-5% -$314K 0.42% 66
2023
Q4 		$5.51M Buy
32,381
+8,677
+37% +$1.31M 0.42% 67
2023
Q3 		$3.44M Buy
23,704
+1,888
+9% +$283K 0.29% 95
2023
Q2 		$3.17M Buy
21,816
+1,266
+6% +$174K 0.27% 100
2023
Q1 		$2.68M Sell
20,550
-7,478
-27% -$1.02M 0.24% 119
2022
Q4 		$3.76M Sell
28,028
-1,216
-4% -$154K 0.36% 78
2022
Q3 		$3.06M Sell
29,244
-266
-0.9% -$30.5K 0.32% 83
2022
Q2 		$3.32M Buy
29,510
+1,076
+4% +$133K 0.35% 78
2022
Q1 		$3.88M Sell
28,434
-4,045
-12% -$597K 0.36% 74
2021
Q4 		$5.14M Sell
32,479
-1,881
-5% -$309K 0.46% 55
2021
Q3 		$5.62M Buy
34,360
+2,796
+9% +$438K 0.55% 43
2021
Q2 		$4.91M Buy
+31,564
New +$4.96M 0.49% 51
2021
Q1 		– Sell
-32,509
Closed -$4.13M – 245
2020
Q4 		$4.13M Buy
+32,509
New +$3.63M 0.47% 55
2020
Q3 		– Sell
-17,590
Closed -$1.66M – 143
2020
Q2 		$1.66M Buy
+17,590
New +$1.67M 0.3% 82
2020
Q1 		– Sell
-13,020
Closed -$1.81M – 182
2019
Q4 		$1.81M Buy
13,020
+1,307
+11% +$168K 0.33% 101
2019
Q3 		$1.38M Sell
11,713
-1,187
-9% -$134K 0.27% 114
2019
Q2 		$1.44M Buy
12,900
+826
+7% +$91.1K 0.28% 112
2019
Q1 		$1.22M Buy
12,074
+386
+3% +$39.8K 0.25% 117
2018
Q4 		$1.14M Buy
11,688
+4,839
+71% +$516K 0.25% 115
2018
Q3 		$773K Sell
6,849
-503
-7% -$57.1K 0.16% 152
2018
Q2 		$766K Sell
7,352
-3,867
-34% -$424K 0.23% 128
2018
Q1 		$1.23M Buy
11,219
+913
+9% +$103K 0.27% 112
2017
Q4 		$1.1M Buy
10,306
+442
+4% +$44.8K 0.25% 113
2017
Q3 		$942K Buy
9,864
+236
+2% +$21.8K 0.22% 124
2017
Q2 		$880K Buy
9,628
+158
+2% +$13.6K 0.22% 122
2017
Q1 		$832K Buy
9,470
+738
+8% +$65.1K 0.22% 122
2016
Q4 		$754K Sell
8,732
-2,320
-21% -$177K 0.21% 127
2016
Q3 		$736K Buy
11,052
+71
+0.6% +$4.63K 0.21% 122
2016
Q2 		$682K Buy
10,981
+734
+7% +$45.8K 0.19% 134
2016
Q1 		$607K Buy
10,247
+5,048
+97% +$295K 0.16% 135
2015
Q4 		$343K Buy
5,199
+948
+22% +$61.7K 0.09% 189
2015
Q3 		$259K Buy
4,251
+1,015
+31% +$66.5K 0.07% 206
2015
Q2 		$219K Sell
3,236
-391
-11% -$25.5K 0.06% 234
2015
Q1 		$220K Buy
3,627
+1,532
+73% +$90.7K 0.05% 241
2014
Q4 		$131K Sell
2,095
-205
-9% -$12.3K 0.04% 269
2014
Q3 		$139K Buy
2,300
+50
+2% +$2.92K 0.04% 268
2014
Q2 		$130K Buy
2,250
+590
+36% +$33.2K 0.05% 248
2014
Q1 		$101K Buy
1,660
+487
+42% +$28.1K 0.04% 263
2013
Q4 		$69K Sell
1,173
-881
-43% -$48.3K 0.04% 248
2013
Q3 		$106K Sell
2,054
-1,126
-35% -$60.4K 0.06% 230
2013
Q2 		$168K Buy
+3,180
New +$162K 0.09% 170

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

Regal Investment Advisors's JPM Position: Q1 2026 in Review

Regal Investment Advisors reduced its JPMorgan Chase (JPM) stake by 0.94% in Q1 2026, selling an estimated $49.8K and leaving 17,259 shares worth $5.08M. The position accounts for 0.29% of the portfolio, ranked #90.

Regal Investment Advisors first reported a position in JPM in Q2 2013 and has held it in 49 quarters since. The position peaked at $6.17M in Q2 2024. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Regal Investment Advisors held 17,259 shares of JPMorgan Chase worth $5.08M as of Q1 2026.
  • Regal Investment Advisors sold 164 JPMorgan Chase shares in Q1 2026, an estimated $49.8K.
  • JPMorgan Chase made up 0.29% of Regal Investment Advisors's portfolio in Q1 2026, its #90 holding.
  • Regal Investment Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's JPMorgan Chase position peaked at $6.17M in Q2 2024.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.