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Ross\Johnson & Associates’s JPMorgan Chase JPM Stock Holding History

Ross\Johnson & Associates’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 		$588 Sell
2
-1
-33% -$303 0.01% 98
2025
Q4 		$967 Buy
3
+1
+50% +$310 0.02% 99
2025
Q3 		$631 Hold
2
– – 0.01% 90
2025
Q2 		$580 Sell
2
-30
-94% -$7.66K 0.01% 93
2025
Q1 		$7.85K Buy
+32
New +$8.16K 0.13% 65

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

Ross\Johnson & Associates's JPM Position: Q1 2026 in Review

Ross\Johnson & Associates reduced its JPMorgan Chase (JPM) stake by 33% in Q1 2026, selling an estimated $303 and leaving 2 shares worth $588. The position accounts for 0.01% of the portfolio, ranked #98.

Ross\Johnson & Associates first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.85K in Q1 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Ross\Johnson & Associates held 2 shares of JPMorgan Chase worth $588 as of Q1 2026.
  • Ross\Johnson & Associates sold 1 JPMorgan Chase share in Q1 2026, an estimated $303.
  • JPMorgan Chase made up 0.01% of Ross\Johnson & Associates's portfolio in Q1 2026, its #98 holding.
  • Ross\Johnson & Associates first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • Ross\Johnson & Associates's JPMorgan Chase position peaked at $7.85K in Q1 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.