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Stiles Financial Services’s JPMorgan Chase JPM Stock Holding History

Stiles Financial 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 		$4.28M Buy
14,567
+658
+5% +$200K 1.31% 15
2025
Q4 		$4.48M Buy
13,909
+618
+5% +$191K 1.38% 13
2025
Q3 		$4.19M Buy
13,291
+925
+7% +$275K 1.32% 14
2025
Q2 		$3.59M Buy
12,366
+1,411
+13% +$360K 1.24% 17
2025
Q1 		$2.69M Buy
10,955
+1,652
+18% +$421K 1.03% 28
2024
Q4 		$2.23M Buy
9,303
+332
+4% +$77.3K 0.81% 42
2024
Q3 		$1.89M Buy
8,971
+441
+5% +$92.9K 0.67% 50
2024
Q2 		$1.73M Sell
8,530
-48
-0.6% -$9.38K 0.66% 49
2024
Q1 		$1.72M Buy
8,578
+1,446
+20% +$261K 0.69% 49
2023
Q4 		$1.21M Buy
7,132
+172
+2% +$26.1K 0.55% 62
2023
Q3 		$1.01M Buy
6,960
+215
+3% +$32.2K 0.52% 62
2023
Q2 		$981K Buy
6,745
+179
+3% +$24.6K 0.49% 63
2023
Q1 		$856K Buy
6,566
+130
+2% +$17.8K 0.46% 66
2022
Q4 		$863K Sell
6,436
-158
-2% -$20K 0.49% 58
2022
Q3 		$689K Buy
6,594
+1,599
+32% +$184K 0.42% 68
2022
Q2 		$562K Buy
4,995
+79
+2% +$9.79K 0.34% 83
2022
Q1 		$670K Buy
4,916
+795
+19% +$117K 0.34% 87
2021
Q4 		$653K Buy
+4,121
New +$677K 0.31% 90

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

Stiles Financial Services's JPM Position: Q1 2026 in Review

Stiles Financial Services increased its JPMorgan Chase (JPM) stake by 4.7% in Q1 2026, buying an estimated $200K and bringing the position to 14,567 shares worth $4.28M. The position accounts for 1.31% of the portfolio, ranked #15.

Stiles Financial Services first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.48M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Stiles Financial Services held 14,567 shares of JPMorgan Chase worth $4.28M as of Q1 2026.
  • Stiles Financial Services bought 658 JPMorgan Chase shares in Q1 2026, an estimated $200K.
  • JPMorgan Chase made up 1.31% of Stiles Financial Services's portfolio in Q1 2026, its #15 holding.
  • Stiles Financial Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's JPMorgan Chase position peaked at $4.48M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.