SPIA
JPM icon

Steward Partners Investment Advisory’s JPMorgan Chase JPM Stock Holding History

Steward Partners Investment Advisory’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 		$293M Buy
996,961
+66,875
+7% +$20.3M 1.5% 10
2025
Q4 		$300M Sell
930,086
-253
-0% -$78.3K 1.64% 10
2025
Q3 		$293M Buy
930,339
+244,418
+36% +$72.7M 1.68% 9
2025
Q2 		$199M Buy
685,921
+19,132
+3% +$4.88M 1.55% 7
2025
Q1 		$164M Buy
666,789
+29,877
+5% +$7.62M 1.45% 7
2024
Q4 		$153M Buy
636,912
+20,088
+3% +$4.68M 1.35% 8
2024
Q3 		$130M Buy
616,824
+57,482
+10% +$12.1M 1.2% 9
2024
Q2 		$113M Sell
559,342
-10,221
-2% -$2M 1.19% 9
2024
Q1 		$114M Buy
569,563
+96,309
+20% +$17.4M 1.26% 9
2023
Q4 		$80.5M Buy
473,254
+6,019
+1% +$912K 1.09% 10
2023
Q3 		$67.8M Sell
467,235
-18,931
-4% -$2.84M 1.04% 12
2023
Q2 		$70.7M Buy
486,166
+24,358
+5% +$3.35M 1.06% 12
2023
Q1 		$60.2M Buy
461,808
+2,670
+0.6% +$366K 0.96% 12
2022
Q4 		$61.6M Buy
459,138
+41,030
+10% +$5.2M 1.05% 11
2022
Q3 		$43.7M Buy
418,108
+34,215
+9% +$3.93M 0.82% 16
2022
Q2 		$43.2M Sell
383,893
-14,821
-4% -$1.84M 0.79% 15
2022
Q1 		$54.4M Sell
398,714
-9,015
-2% -$1.33M 0.84% 15
2021
Q4 		$64.6M Buy
407,729
+28,758
+8% +$4.72M 0.98% 12
2021
Q3 		$62M Buy
378,971
+26,906
+8% +$4.22M 1.07% 10
2021
Q2 		$54.8M Sell
352,065
-2,454
-0.7% -$385K 0.93% 12
2021
Q1 		$54M Buy
354,519
+55,117
+18% +$7.93M 0.95% 12
2020
Q4 		$38M Buy
299,402
+2,453
+0.8% +$274K 0.82% 15
2020
Q3 		$28.6M Buy
296,949
+27,751
+10% +$2.73M 0.72% 22
2020
Q2 		$25.3M Buy
269,198
+27,536
+11% +$2.61M 0.72% 22
2020
Q1 		$21.8M Buy
241,662
+14,061
+6% +$1.71M 0.8% 19
2019
Q4 		$31.7M Buy
227,601
+782
+0.3% +$100K 0.94% 14
2019
Q3 		$26.7M Buy
226,819
+8,584
+4% +$971K 0.9% 17
2019
Q2 		$24.4M Buy
218,235
+12,486
+6% +$1.38M 0.9% 18
2019
Q1 		$20.8M Sell
205,749
-5,588
-3% -$576K 0.88% 23
2018
Q4 		$20.6M Buy
211,337
+18,251
+9% +$1.94M 1% 16
2018
Q3 		$21.8M Buy
193,086
+30,989
+19% +$3.52M 1.04% 12
2018
Q2 		$16.9M Buy
162,097
+17,349
+12% +$1.9M 1.01% 13
2018
Q1 		$15.9M Buy
144,748
+10,054
+7% +$1.14M 1.09% 15
2017
Q4 		$14.4M Buy
134,694
+36,658
+37% +$3.71M 1.1% 14
2017
Q3 		$9.36M Buy
98,036
+9,555
+11% +$881K 0.95% 20
2017
Q2 		$8.09M Buy
88,481
+18,317
+26% +$1.58M 0.91% 20
2017
Q1 		$6.16M Buy
70,164
+23,476
+50% +$2.07M 0.93% 25
2016
Q4 		$4.03M Buy
+46,688
New +$3.56M 1.84% 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

Steward Partners Investment Advisory's JPM Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its JPMorgan Chase (JPM) stake by 7.2% in Q1 2026, buying an estimated $20.3M and bringing the position to 996,961 shares worth $293M. The position accounts for 1.5% of the portfolio, ranked #10.

Steward Partners Investment Advisory first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $300M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Steward Partners Investment Advisory held 996,961 shares of JPMorgan Chase worth $293M as of Q1 2026.
  • Steward Partners Investment Advisory bought 66,875 JPMorgan Chase shares in Q1 2026, an estimated $20.3M.
  • JPMorgan Chase made up 1.5% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #10 holding.
  • Steward Partners Investment Advisory first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's JPMorgan Chase position peaked at $300M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.