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ROI Financial Advisors’s JPMorgan Chase JPM Stock Holding History

ROI 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 		$3.22M Buy
10,937
+620
+6% +$188K 1.92% 18
2025
Q4 		$3.32M Buy
10,317
+223
+2% +$69K 1.91% 18
2025
Q3 		$3.18M Buy
10,094
+936
+10% +$278K 1.9% 17
2025
Q2 		$2.66M Buy
9,158
+1,471
+19% +$375K 1.69% 19
2025
Q1 		$1.89M Buy
7,687
+1,030
+15% +$263K 1.37% 20
2024
Q4 		$1.6M Buy
6,657
+430
+7% +$100K 1.09% 24
2024
Q3 		$1.31M Buy
6,227
+591
+10% +$124K 0.91% 30
2024
Q2 		$1.14M Buy
5,636
+362
+7% +$70.8K 0.83% 30
2024
Q1 		$1.06M Sell
5,274
-148
-3% -$26.7K 0.83% 31
2023
Q4 		$922K Buy
+5,422
New +$822K 0.76% 36

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

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

ROI Financial Advisors increased its JPMorgan Chase (JPM) stake by 6% in Q1 2026, buying an estimated $188K and bringing the position to 10,937 shares worth $3.22M. The position accounts for 1.92% of the portfolio, ranked #18.

ROI Financial Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.32M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • ROI Financial Advisors held 10,937 shares of JPMorgan Chase worth $3.22M as of Q1 2026.
  • ROI Financial Advisors bought 620 JPMorgan Chase shares in Q1 2026, an estimated $188K.
  • JPMorgan Chase made up 1.92% of ROI Financial Advisors's portfolio in Q1 2026, its #18 holding.
  • ROI Financial Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • ROI Financial Advisors's JPMorgan Chase position peaked at $3.32M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.