SFA
JPM icon

Souders Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Souders Financial 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 		$6.13M Sell
20,825
-2
-0% -$607 0.7% 36
2025
Q4 		$6.71M Buy
20,827
+5
+0% +$1.55K 0.77% 35
2025
Q3 		$6.57M Sell
20,822
-498
-2% -$148K 0.78% 32
2025
Q2 		$6.18M Sell
21,320
-1,374
-6% -$351K 0.79% 31
2025
Q1 		$5.57M Sell
22,694
-7,034
-24% -$1.79M 0.78% 29
2024
Q4 		$7.13M Sell
29,728
-7,169
-19% -$1.67M 1% 28
2024
Q3 		$7.78M Sell
36,897
-1,013
-3% -$213K 1.08% 21
2024
Q2 		$7.67M Buy
37,910
+1,792
+5% +$350K 1.16% 23
2024
Q1 		$7.23M Sell
36,118
-4,504
-11% -$813K 1.14% 22
2023
Q4 		$6.91M Sell
40,622
-466
-1% -$70.6K 1.18% 23
2023
Q3 		$5.96M Sell
41,088
-3,182
-7% -$477K 1.14% 23
2023
Q2 		$6.44M Sell
44,270
-1,909
-4% -$263K 1.23% 23
2023
Q1 		$6.02M Sell
46,179
-1,010
-2% -$138K 1.28% 21
2022
Q4 		$6.33M Buy
47,189
+619
+1% +$78.4K 1.45% 20
2022
Q3 		$4.87M Buy
46,570
+2,641
+6% +$303K 1.32% 19
2022
Q2 		$4.95M Buy
43,929
+7,909
+22% +$980K 1.42% 18
2022
Q1 		$4.91M Sell
36,020
-144
-0.4% -$21.3K 1.42% 16
2021
Q4 		$5.73M Buy
36,164
+2,223
+7% +$365K 1.64% 12
2021
Q3 		$5.56M Buy
33,941
+1,175
+4% +$184K 1.79% 11
2021
Q2 		$5.1M Sell
32,766
-576
-2% -$90.5K 1.72% 12
2021
Q1 		$5.08M Sell
33,342
-1,797
-5% -$259K 1.99% 10
2020
Q4 		$4.46M Buy
35,139
+123
+0.4% +$13.7K 1.95% 10
2020
Q3 		$4.08M Sell
35,016
-159
-0.5% -$15.6K 1.93% 10
2020
Q2 		$3.31M Buy
35,175
+5,690
+19% +$540K 1.89% 13
2020
Q1 		$2.65M Buy
+29,485
New +$3.58M 2.34% 9

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

Souders Financial Advisors's JPM Position: Q1 2026 in Review

Souders Financial Advisors reduced its JPMorgan Chase (JPM) stake by 0.01% in Q1 2026, selling an estimated $607 and leaving 20,825 shares worth $6.13M. The position accounts for 0.7% of the portfolio, ranked #36.

Souders Financial Advisors first reported a position in JPM in Q1 2020 and has held it in 25 quarters since. The position peaked at $7.78M in Q3 2024. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Souders Financial Advisors held 20,825 shares of JPMorgan Chase worth $6.13M as of Q1 2026.
  • Souders Financial Advisors sold 2 JPMorgan Chase shares in Q1 2026, an estimated $607.
  • JPMorgan Chase made up 0.7% of Souders Financial Advisors's portfolio in Q1 2026, its #36 holding.
  • Souders Financial Advisors first reported a position in JPMorgan Chase in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's JPMorgan Chase position peaked at $7.78M in Q3 2024.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.