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Safeguard Investment Advisory Group’s JPMorgan Chase JPM Stock Holding History

Safeguard Investment Advisory Group’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 		$1.07M Sell
3,624
-158
-4% -$48K 0.29% 38
2025
Q4 		$1.22M Sell
3,782
-185
-5% -$57.3K 0.31% 33
2025
Q3 		$1.25M Sell
3,967
-36
-0.9% -$10.7K 0.31% 35
2025
Q2 		$1.16M Sell
4,003
-256
-6% -$65.3K 0.29% 36
2025
Q1 		$1.05M Buy
4,259
+1,268
+42% +$323K 0.28% 37
2024
Q4 		$717K Buy
2,991
+119
+4% +$27.7K 0.2% 50
2024
Q3 		$606K Buy
2,872
+634
+28% +$134K 0.17% 53
2024
Q2 		$453K Sell
2,238
-474
-17% -$92.7K 0.14% 61
2024
Q1 		$543K Sell
2,712
-194
-7% -$35K 0.18% 54
2023
Q4 		$494K Buy
2,906
+11
+0.4% +$1.67K 0.19% 54
2023
Q3 		$420K Sell
2,895
-117
-4% -$17.5K 0.18% 54
2023
Q2 		$438K Buy
3,012
+592
+24% +$81.4K 0.19% 57
2023
Q1 		$315K Buy
2,420
+194
+9% +$26.6K 0.15% 76
2022
Q4 		$299K Buy
2,226
+177
+9% +$22.4K 0.18% 73
2022
Q3 		$214K Buy
+2,049
New +$235K 0.15% 83
2021
Q1 		– Sell
-993
Closed -$126K – 411
2020
Q4 		$126K Buy
+993
New +$111K 0.11% 100

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Safeguard Investment Advisory Group's JPM Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its JPMorgan Chase (JPM) stake by 4.2% in Q1 2026, selling an estimated $48K and leaving 3,624 shares worth $1.07M. The position accounts for 0.29% of the portfolio, ranked #38.

Safeguard Investment Advisory Group first reported a position in JPM in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.25M in Q3 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Safeguard Investment Advisory Group held 3,624 shares of JPMorgan Chase worth $1.07M as of Q1 2026.
  • Safeguard Investment Advisory Group sold 158 JPMorgan Chase shares in Q1 2026, an estimated $48K.
  • JPMorgan Chase made up 0.29% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #38 holding.
  • Safeguard Investment Advisory Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 16 quarters since.
  • Safeguard Investment Advisory Group's JPMorgan Chase position peaked at $1.25M in Q3 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.