SWA
JPM icon

SFMG Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

SFMG Wealth 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 		$5.43M Buy
18,458
+2,398
+15% +$728K 0.37% 37
2025
Q4 		$5.18M Buy
16,060
+865
+6% +$268K 0.35% 43
2025
Q3 		$4.79M Buy
15,195
+477
+3% +$142K 0.33% 45
2025
Q2 		$4.27M Sell
14,718
-531
-3% -$136K 0.32% 44
2025
Q1 		$3.74M Buy
15,249
+78
+0.5% +$19.9K 0.3% 46
2024
Q4 		$3.64M Sell
15,171
-284
-2% -$66.1K 0.29% 47
2024
Q3 		$3.26M Sell
15,455
-124
-0.8% -$26.1K 0.26% 46
2024
Q2 		$3.15M Sell
15,579
-967
-6% -$189K 0.27% 48
2024
Q1 		$3.31M Buy
16,546
+1,311
+9% +$237K 0.28% 48
2023
Q4 		$2.59M Buy
15,235
+237
+2% +$35.9K 0.24% 57
2023
Q3 		$2.18M Sell
14,998
-101
-0.7% -$15.1K 0.22% 60
2023
Q2 		$2.2M Sell
15,099
-323
-2% -$44.4K 0.23% 60
2023
Q1 		$2.01M Sell
15,422
-250
-2% -$34.3K 0.22% 64
2022
Q4 		$2.1M Buy
15,672
+100
+0.6% +$12.7K 0.23% 61
2022
Q3 		$1.61M Buy
15,572
+250
+2% +$28.7K 0.19% 66
2022
Q2 		$1.73M Buy
15,322
+1,252
+9% +$155K 0.2% 63
2022
Q1 		$1.92M Sell
14,070
-89
-0.6% -$13.1K 0.19% 66
2021
Q4 		$2.24M Buy
14,159
+246
+2% +$40.4K 0.22% 60
2021
Q3 		$2.28M Sell
13,913
-347
-2% -$54.4K 0.25% 55
2021
Q2 		$2.22M Buy
14,260
+180
+1% +$28.3K 0.25% 52
2021
Q1 		$2.14M Sell
14,080
-133
-0.9% -$19.1K 0.25% 54
2020
Q4 		$1.81M Buy
14,213
+3,775
+36% +$422K 0.23% 53
2020
Q3 		$1M Buy
10,438
+2,099
+25% +$206K 0.14% 64
2020
Q2 		$784K Buy
8,339
+63
+0.8% +$5.98K 0.11% 67
2020
Q1 		$745K Sell
8,276
-2,140
-21% -$260K 0.11% 52
2019
Q4 		$1.45M Sell
10,416
-24
-0.2% -$3.08K 0.18% 54
2019
Q3 		$1.23M Buy
10,440
+60
+0.6% +$6.79K 0.17% 47
2019
Q2 		$1.21M Buy
10,380
+296
+3% +$32.6K 0.16% 38
2019
Q1 		$1.02M Sell
10,084
-581
-5% -$59.9K 0.15% 44
2018
Q4 		$1.04M Buy
10,665
+1,012
+10% +$108K 0.17% 40
2018
Q3 		$1.05M Buy
9,653
+109
+1% +$12.4K 0.16% 40
2018
Q2 		$994K Buy
9,544
+184
+2% +$20.2K 0.16% 45
2018
Q1 		$1.03M Buy
9,360
+884
+10% +$100K 0.17% 44
2017
Q4 		$906K Buy
8,476
+40
+0.5% +$4.05K 0.15% 48
2017
Q3 		$806K Buy
8,436
+14
+0.2% +$1.29K 0.16% 45
2017
Q2 		$770K Buy
8,422
+98
+1% +$8.46K 0.16% 49
2017
Q1 		$731K Sell
8,324
-32
-0.4% -$2.82K 0.15% 50
2016
Q4 		$721K Buy
8,356
+122
+1% +$9.3K 0.15% 53
2016
Q3 		$548K Buy
8,234
+304
+4% +$19.8K 0.12% 62
2016
Q2 		$493K Buy
7,930
+2,988
+60% +$187K 0.11% 69
2016
Q1 		$293K Sell
4,942
-679
-12% -$39.7K 0.06% 80
2015
Q4 		$371K Buy
5,621
+505
+10% +$32.9K 0.08% 79
2015
Q3 		$312K Buy
5,116
+20
+0.4% +$1.31K 0.08% 84
2015
Q2 		$345K Sell
5,096
-11,975
-70% -$782K 0.08% 83
2015
Q1 		$1.03M Buy
17,071
+12,296
+258% +$728K 0.08% 73
2014
Q4 		$299K Sell
4,775
-992
-17% -$59.7K 0.07% 89
2014
Q3 		$347K Buy
+5,767
New +$337K 0.11% 55
2014
Q1 		– Sell
-3,418
Closed -$200K – 83
2013
Q4 		$200K Buy
+3,418
New +$187K 0.07% 72

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

SFMG Wealth Advisors's JPM Position: Q1 2026 in Review

SFMG Wealth Advisors increased its JPMorgan Chase (JPM) stake by 15% in Q1 2026, buying an estimated $728K and bringing the position to 18,458 shares worth $5.43M. The position accounts for 0.37% of the portfolio, ranked #37.

SFMG Wealth Advisors first reported a position in JPM in Q4 2013 and has held it in 48 quarters since. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • SFMG Wealth Advisors held 18,458 shares of JPMorgan Chase worth $5.43M as of Q1 2026.
  • SFMG Wealth Advisors bought 2,398 JPMorgan Chase shares in Q1 2026, an estimated $728K.
  • JPMorgan Chase made up 0.37% of SFMG Wealth Advisors's portfolio in Q1 2026, its #37 holding.
  • SFMG Wealth Advisors first reported a position in JPMorgan Chase in Q4 2013 and has held it in 48 quarters since.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.