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Soltis Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Soltis Investment 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 		$9.6M Buy
32,620
+521
+2% +$158K 0.61% 35
2025
Q4 		$10.3M Buy
32,099
+1,820
+6% +$563K 0.68% 25
2025
Q3 		$9.55M Sell
30,279
-6,463
-18% -$1.92M 0.66% 27
2025
Q2 		$10.7M Sell
36,742
-5,234
-12% -$1.34M 0.84% 17
2025
Q1 		$10.3M Buy
41,976
+8,706
+26% +$2.22M 0.92% 21
2024
Q4 		$7.98M Buy
33,270
+1,004
+3% +$234K 0.74% 25
2024
Q3 		$6.8M Sell
32,266
-6,776
-17% -$1.43M 0.66% 40
2024
Q2 		$7.9M Buy
39,042
+330
+0.9% +$64.5K 0.84% 23
2024
Q1 		$7.75M Sell
38,712
-5,969
-13% -$1.08M 0.87% 23
2023
Q4 		$7.6M Sell
44,681
-14,122
-24% -$2.14M 0.86% 21
2023
Q3 		$8.53M Sell
58,803
-893
-1% -$134K 1.1% 16
2023
Q2 		$8.68M Buy
59,696
+4,085
+7% +$562K 1.01% 19
2023
Q1 		$7.25M Buy
55,611
+7,479
+16% +$1.02M 0.92% 19
2022
Q4 		$6.45M Buy
48,132
+7,767
+19% +$984K 0.85% 22
2022
Q3 		$4.22M Buy
40,365
+8,786
+28% +$1.01M 0.63% 36
2022
Q2 		$3.56M Buy
31,579
+6,215
+25% +$770K 0.52% 47
2022
Q1 		$3.46M Buy
25,364
+5,212
+26% +$769K 0.48% 46
2021
Q4 		$3.19M Buy
20,152
+1,178
+6% +$193K 0.45% 42
2021
Q3 		$3.11M Buy
18,974
+809
+4% +$127K 0.48% 40
2021
Q2 		$2.83M Buy
18,165
+1,721
+10% +$270K 0.45% 41
2021
Q1 		$2.5M Buy
16,444
+1,236
+8% +$178K 0.46% 41
2020
Q4 		$1.93M Buy
15,208
+2,793
+22% +$312K 0.36% 45
2020
Q3 		$1.2M Buy
12,415
+2,676
+27% +$263K 0.28% 76
2020
Q2 		$916K Buy
9,739
+3,666
+60% +$348K 0.24% 72
2020
Q1 		$547K Buy
6,073
+936
+18% +$114K 0.17% 69
2019
Q4 		$716K Buy
+5,137
New +$659K 0.14% 64

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

Soltis Investment Advisors's JPM Position: Q1 2026 in Review

Soltis Investment Advisors increased its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, buying an estimated $158K and bringing the position to 32,620 shares worth $9.6M. The position accounts for 0.61% of the portfolio, ranked #35.

Soltis Investment Advisors first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.7M in Q2 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Soltis Investment Advisors held 32,620 shares of JPMorgan Chase worth $9.6M as of Q1 2026.
  • Soltis Investment Advisors bought 521 JPMorgan Chase shares in Q1 2026, an estimated $158K.
  • JPMorgan Chase made up 0.61% of Soltis Investment Advisors's portfolio in Q1 2026, its #35 holding.
  • Soltis Investment Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Soltis Investment Advisors's JPMorgan Chase position peaked at $10.7M in Q2 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.