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Signal Advisors Wealth’s JPMorgan Chase JPM Stock Holding History

Signal Advisors Wealth’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 		$13.7M Buy
46,696
+5,641
+14% +$1.71M 0.94% 20
2025
Q4 		$13.2M Sell
41,055
-415
-1% -$128K 1.05% 20
2025
Q3 		$13.1M Buy
41,470
+10,476
+34% +$3.12M 1.19% 16
2025
Q2 		$8.99M Buy
30,994
+3,136
+11% +$800K 0.7% 40
2025
Q1 		$6.83M Buy
27,858
+3,237
+13% +$825K 0.67% 35
2024
Q4 		$5.9M Buy
24,621
+2,515
+11% +$586K 0.67% 41
2024
Q3 		$4.66M Buy
22,106
+20,083
+993% +$4.23M 0.67% 35
2024
Q2 		$409K Sell
2,023
-7,191
-78% -$1.41M 0.89% 34
2024
Q1 		$1.85M Buy
9,214
+7,090
+334% +$1.28M 0.46% 60
2023
Q4 		$361K Buy
+2,124
New +$322K 0.13% 153

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

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

Signal Advisors Wealth increased its JPMorgan Chase (JPM) stake by 14% in Q1 2026, buying an estimated $1.71M and bringing the position to 46,696 shares worth $13.7M. The position accounts for 0.94% of the portfolio, ranked #20.

Signal Advisors Wealth first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Signal Advisors Wealth held 46,696 shares of JPMorgan Chase worth $13.7M as of Q1 2026.
  • Signal Advisors Wealth bought 5,641 JPMorgan Chase shares in Q1 2026, an estimated $1.71M.
  • JPMorgan Chase made up 0.94% of Signal Advisors Wealth's portfolio in Q1 2026, its #20 holding.
  • Signal Advisors Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.