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Spectrum Wealth Advisory Group’s JPMorgan Chase JPM Stock Holding History

Spectrum Wealth Advisory 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 		– Sell
-726
Closed -$234K – 60
2025
Q4 		$234K Sell
726
-61
-8% -$18.9K 0.09% 54
2025
Q3 		$248K Sell
787
-4
-0.5% -$1.19K 0.1% 57
2025
Q2 		$229K Buy
+791
New +$202K 0.11% 56

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

Spectrum Wealth Advisory Group's JPM Position: Q1 2026 in Review

Spectrum Wealth Advisory Group sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 726 shares — an estimated $234K sold.

Spectrum Wealth Advisory Group first reported a position in JPM in Q2 2025 and held it in 3 quarters. The position peaked at $248K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Spectrum Wealth Advisory Group reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 726 JPMorgan Chase shares in Q1 2026, an estimated $234K.
  • Spectrum Wealth Advisory Group first reported a position in JPMorgan Chase in Q2 2025 and held it in 3 quarters.
  • Spectrum Wealth Advisory Group's JPMorgan Chase position peaked at $248K in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.