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Sound View Wealth Advisors Group’s JPMorgan Chase JPM Stock Holding History

Sound View Wealth Advisors 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 		$19M Sell
64,641
-608
-0.9% -$185K 1.29% 16
2025
Q4 		$21M Buy
65,249
+1,118
+2% +$346K 1.41% 16
2025
Q3 		$20.2M Buy
64,131
+672
+1% +$200K 1.39% 15
2025
Q2 		$18.4M Buy
63,459
+1,115
+2% +$285K 1.36% 16
2025
Q1 		$15.3M Sell
62,344
-296
-0.5% -$75.5K 1.25% 19
2024
Q4 		$15M Sell
62,640
-1,111
-2% -$259K 1.21% 21
2024
Q3 		$13.4M Buy
63,751
+7,624
+14% +$1.61M 1.1% 25
2024
Q2 		$11.4M Sell
56,127
-276
-0.5% -$54K 1.17% 22
2024
Q1 		$11.3M Sell
56,403
-6,548
-10% -$1.18M 1.2% 21
2023
Q4 		$10.7M Buy
62,951
+356
+0.6% +$54K 1.18% 20
2023
Q3 		$9.08M Buy
62,595
+3,902
+7% +$585K 1.13% 21
2023
Q2 		$8.54M Sell
58,693
-1,919
-3% -$264K 1.12% 21
2023
Q1 		$7.9M Sell
60,612
-2,339
-4% -$320K 1.08% 19
2022
Q4 		$10.7M Buy
62,951
+16,594
+36% +$2.1M 1.18% 20
2022
Q3 		$4.84M Sell
46,357
-2,789
-6% -$320K 1.09% 23
2022
Q2 		$5.53M Buy
49,146
+1,815
+4% +$225K 1.16% 23
2022
Q1 		$6.45M Buy
47,331
+1,776
+4% +$262K 1.23% 21
2021
Q4 		$7.21M Buy
45,555
+1,572
+4% +$258K 1.36% 16
2021
Q3 		$7.2M Sell
43,983
-365
-0.8% -$57.2K 1.5% 15
2021
Q2 		$6.9M Sell
44,348
-2,971
-6% -$467K 1.45% 15
2021
Q1 		$7.2M Buy
47,319
+2,969
+7% +$427K 1.68% 13
2020
Q4 		$5.63M Sell
44,350
-69
-0.2% -$7.71K 1.38% 16
2020
Q3 		$4.28M Sell
44,419
-3,798
-8% -$373K 1.13% 26
2020
Q2 		$4.54M Buy
48,217
+2,551
+6% +$242K 1.28% 20
2020
Q1 		$4.11M Buy
45,666
+1,981
+5% +$241K 1.42% 19
2019
Q4 		$6.09M Sell
43,685
-1,611
-4% -$207K 1.72% 8
2019
Q3 		$5.33M Sell
45,296
-1,407
-3% -$159K 1.59% 11
2019
Q2 		$5.22M Buy
+46,703
New +$5.15M 1.54% 12

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

Sound View Wealth Advisors Group's JPM Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its JPMorgan Chase (JPM) stake by 0.93% in Q1 2026, selling an estimated $185K and leaving 64,641 shares worth $19M. The position accounts for 1.29% of the portfolio, ranked #16.

Sound View Wealth Advisors Group first reported a position in JPM in Q2 2019 and has held it in 28 quarters since. The position peaked at $21M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sound View Wealth Advisors Group held 64,641 shares of JPMorgan Chase worth $19M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 608 JPMorgan Chase shares in Q1 2026, an estimated $185K.
  • JPMorgan Chase made up 1.29% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #16 holding.
  • Sound View Wealth Advisors Group first reported a position in JPMorgan Chase in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's JPMorgan Chase position peaked at $21M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.