Talisman Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Talisman Wealth Advisors’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	$1.94M	Sell	6,585 -415	-6%	-$126K	1.56%	17
2025 Q4	$2.26M	Sell	7,000 -54	-0.8%	-$16.7K	1.76%	12
2025 Q3	$2.23M	Sell	7,054 -2	-0%	-$595	1.84%	15
2025 Q2	$2.05M	Buy	7,056 +6	+0.1%	+$1.53K	1.87%	14
2025 Q1	$1.73M	Sell	7,050 -138	-2%	-$35.2K	1.78%	16
2024 Q4	$1.72M	Sell	7,188 -83	-1%	-$19.3K	1.83%	14
2024 Q3	$1.53M	Sell	7,271 -53	-0.7%	-$11.2K	1.61%	18
2024 Q2	$1.48M	Buy	7,324 +310	+4%	+$60.6K	1.71%	18
2024 Q1	$1.4M	Sell	7,014 -47	-0.7%	-$8.48K	1.77%	18
2023 Q4	$1.2M	Sell	7,061 -578	-8%	-$87.6K	1.78%	17
2023 Q3	$1.11M	Sell	7,639 -47	-0.6%	-$7.04K	1.92%	16
2023 Q2	$1.12M	Buy	7,686 +6	+0.1%	+$825	1.91%	15
2023 Q1	$1M	Buy	7,680 +1,424	+23%	+$195K	1.81%	16
2022 Q4	$839K	Buy	+6,256	New	+$793K	1.78%	17

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Talisman Wealth Advisors's JPM Position: Q1 2026 in Review

Talisman Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 5.9% in Q1 2026, selling an estimated $126K and leaving 6,585 shares worth $1.94M. The position accounts for 1.56% of the portfolio, ranked #17.

Talisman Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.26M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Talisman Wealth Advisors held 6,585 shares of JPMorgan Chase worth $1.94M as of Q1 2026.
Talisman Wealth Advisors sold 415 JPMorgan Chase shares in Q1 2026, an estimated $126K.
JPMorgan Chase made up 1.56% of Talisman Wealth Advisors's portfolio in Q1 2026, its #17 holding.
Talisman Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's JPMorgan Chase position peaked at $2.26M in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Talisman Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.