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Resonant Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Resonant Capital 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 		$10.6M Buy
35,957
+924
+3% +$280K 0.56% 41
2025
Q4 		$11.3M Sell
35,033
-148
-0.4% -$45.8K 0.62% 40
2025
Q3 		$11.1M Sell
35,181
-123
-0.3% -$36.6K 0.65% 37
2025
Q2 		$10.2M Buy
35,304
+2,718
+8% +$694K 0.65% 36
2025
Q1 		$7.99M Sell
32,586
-156
-0.5% -$39.8K 0.56% 39
2024
Q4 		$7.85M Buy
32,742
+148
+0.5% +$34.5K 0.57% 40
2024
Q3 		$6.87M Buy
32,594
+246
+0.8% +$51.8K 0.51% 43
2024
Q2 		$6.54M Buy
32,348
+3,044
+10% +$595K 0.53% 43
2024
Q1 		$5.87M Buy
29,304
+1,514
+5% +$273K 0.5% 43
2023
Q4 		$4.73M Sell
27,790
-1,768
-6% -$268K 0.46% 48
2023
Q3 		$4.29M Sell
29,558
-492
-2% -$73.8K 0.46% 47
2023
Q2 		$4.37M Sell
30,050
-375
-1% -$51.6K 0.48% 49
2023
Q1 		$3.96M Sell
30,425
-473
-2% -$64.8K 0.45% 52
2022
Q4 		$4.14M Buy
30,898
+3,735
+14% +$473K 0.52% 50
2022
Q3 		$2.84M Sell
27,163
-717
-3% -$82.3K 0.43% 64
2022
Q2 		$3.14M Buy
27,880
+1,064
+4% +$132K 0.49% 56
2022
Q1 		$3.63M Buy
26,816
+1,397
+5% +$206K 0.54% 43
2021
Q4 		$4.03M Buy
25,419
+1,697
+7% +$279K 0.61% 35
2021
Q3 		$3.88M Buy
23,722
+3,521
+17% +$552K 0.68% 31
2021
Q2 		$3.14M Sell
20,201
-46
-0.2% -$7.22K 0.61% 31
2021
Q1 		$3.08M Buy
20,247
+1,077
+6% +$155K 0.63% 29
2020
Q4 		$2.44M Buy
19,170
+865
+5% +$96.7K 0.58% 32
2020
Q3 		$1.76M Buy
18,305
+469
+3% +$46.1K 0.5% 39
2020
Q2 		$1.68M Sell
17,836
-5,226
-23% -$496K 0.49% 42
2020
Q1 		$2.08M Buy
23,062
+2,819
+14% +$342K 0.76% 36
2019
Q4 		$2.82M Buy
+20,243
New +$2.6M 0.89% 24

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

Resonant Capital Advisors's JPM Position: Q1 2026 in Review

Resonant Capital Advisors increased its JPMorgan Chase (JPM) stake by 2.6% in Q1 2026, buying an estimated $280K and bringing the position to 35,957 shares worth $10.6M. The position accounts for 0.56% of the portfolio, ranked #41.

Resonant Capital Advisors first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.3M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Resonant Capital Advisors held 35,957 shares of JPMorgan Chase worth $10.6M as of Q1 2026.
  • Resonant Capital Advisors bought 924 JPMorgan Chase shares in Q1 2026, an estimated $280K.
  • JPMorgan Chase made up 0.56% of Resonant Capital Advisors's portfolio in Q1 2026, its #41 holding.
  • Resonant Capital Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Resonant Capital Advisors's JPMorgan Chase position peaked at $11.3M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.