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Stelac Advisory Services’s JPMorgan Chase JPM Stock Holding History

Stelac Advisory Services’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 		$250K Buy
851
+261
+44% +$79.2K 0.05% 115
2025
Q4 		$190K Sell
590
-3
-0.5% -$929 0.07% 82
2025
Q3 		$187K Sell
593
-1,454
-71% -$432K 0.06% 88
2025
Q2 		$595K Sell
2,047
-1,333
-39% -$340K 0.23% 57
2025
Q1 		$830K Buy
3,380
+2,945
+677% +$751K 0.34% 48
2024
Q4 		$104K Buy
+435
New +$101K 0.04% 105
2023
Q3 		– Sell
-3,478
Closed -$506K – 135
2023
Q2 		$506K Sell
3,478
-403
-10% -$55.4K 0.23% 86
2023
Q1 		$506K Buy
3,881
+90
+2% +$12.3K 0.22% 81
2022
Q4 		$508K Sell
3,791
-808
-18% -$102K 0.23% 72
2022
Q3 		$482K Hold
4,599
– – 0.22% 78
2022
Q2 		$518K Buy
4,599
+2,963
+181% +$367K 0.21% 77
2022
Q1 		$223K Sell
1,636
-2,985
-65% -$441K 0.08% 94
2021
Q4 		$732K Sell
4,621
-1,501
-25% -$246K 0.2% 70
2021
Q3 		$1M Sell
6,122
-3,802
-38% -$596K 0.27% 58
2021
Q2 		$1.54M Buy
9,924
+500
+5% +$78.5K 0.35% 55
2021
Q1 		$1.43M Sell
9,424
-7,736
-45% -$1.11M 0.53% 44
2020
Q4 		$2.18M Buy
17,160
+3,947
+30% +$441K 0.56% 37
2020
Q3 		$1.27M Buy
13,213
+1,854
+16% +$182K 0.43% 39
2020
Q2 		$1.07M Buy
11,359
+899
+9% +$85.3K 0.41% 41
2020
Q1 		$942K Buy
+10,460
New +$1.27M 0.45% 38
2018
Q3 		– Sell
-1,475
Closed -$154K – 156
2018
Q2 		$154K Hold
1,475
– – 0.04% 103
2018
Q1 		$162K Buy
+1,475
New +$167K 0.05% 83
2016
Q3 		– Sell
-9,285
Closed -$577K – 60
2016
Q2 		$577K Buy
+9,285
New +$580K 0.18% 28
2016
Q1 		– Sell
-10,095
Closed -$667K – 54
2015
Q4 		$667K Sell
10,095
-793
-7% -$51.6K 0.21% 25
2015
Q3 		$664K Buy
+10,888
New +$713K 0.18% 24

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

Stelac Advisory Services's JPM Position: Q1 2026 in Review

Stelac Advisory Services increased its JPMorgan Chase (JPM) stake by 44% in Q1 2026, buying an estimated $79.2K and bringing the position to 851 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #115.

Stelac Advisory Services first reported a position in JPM in Q3 2015 and has held it in 25 quarters since. The position peaked at $2.18M in Q4 2020. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Stelac Advisory Services held 851 shares of JPMorgan Chase worth $250K as of Q1 2026.
  • Stelac Advisory Services bought 261 JPMorgan Chase shares in Q1 2026, an estimated $79.2K.
  • JPMorgan Chase made up 0.05% of Stelac Advisory Services's portfolio in Q1 2026, its #115 holding.
  • Stelac Advisory Services first reported a position in JPMorgan Chase in Q3 2015 and has held it in 25 quarters since.
  • Stelac Advisory Services's JPMorgan Chase position peaked at $2.18M in Q4 2020.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.