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Resurgent Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Resurgent Financial 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 		$4.75M Sell
16,156
-613
-4% -$186K 1.72% 9
2025
Q4 		$5.4M Sell
16,769
-935
-5% -$289K 2.71% 5
2025
Q3 		$5.58M Sell
17,704
-2,311
-12% -$687K 2.74% 5
2025
Q2 		$5.8M Buy
20,015
+493
+3% +$126K 3.19% 3
2025
Q1 		$4.79M Sell
19,522
-396
-2% -$101K 2.88% 4
2024
Q4 		$4.77M Sell
19,918
-617
-3% -$144K 2.81% 4
2024
Q3 		$4.33M Buy
20,535
+210
+1% +$44.2K 2.53% 4
2024
Q2 		$4.11M Sell
20,325
-706
-3% -$138K 2.56% 4
2024
Q1 		$4.21M Buy
21,031
+22
+0.1% +$3.97K 2.24% 7
2023
Q4 		$3.57M Sell
21,009
-69
-0.3% -$10.5K 2.19% 4
2023
Q3 		$3.06M Buy
21,078
+259
+1% +$38.8K 2.08% 4
2023
Q2 		$3.03M Buy
20,819
+342
+2% +$47K 2% 5
2023
Q1 		$2.67M Sell
20,477
-2,461
-11% -$337K 1.78% 9
2022
Q4 		$3.08M Buy
22,938
+472
+2% +$59.8K 1.62% 7
2022
Q3 		$2.35M Buy
22,466
+1,971
+10% +$226K 1.57% 10
2022
Q2 		$2.31M Buy
20,495
+1,352
+7% +$168K 1.48% 13
2022
Q1 		$2.61M Buy
19,143
+3,036
+19% +$448K 1.62% 9
2021
Q4 		$2.55M Buy
+16,107
New +$2.65M 2.03% 8

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

Resurgent Financial Advisors's JPM Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its JPMorgan Chase (JPM) stake by 3.7% in Q1 2026, selling an estimated $186K and leaving 16,156 shares worth $4.75M. The position accounts for 1.72% of the portfolio, ranked #9.

Resurgent Financial Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.8M in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Resurgent Financial Advisors held 16,156 shares of JPMorgan Chase worth $4.75M as of Q1 2026.
  • Resurgent Financial Advisors sold 613 JPMorgan Chase shares in Q1 2026, an estimated $186K.
  • JPMorgan Chase made up 1.72% of Resurgent Financial Advisors's portfolio in Q1 2026, its #9 holding.
  • Resurgent Financial Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Resurgent Financial Advisors's JPMorgan Chase position peaked at $5.8M in Q2 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.