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Theory Financial’s JPMorgan Chase JPM Stock Holding History

Theory Financial’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 		$276K Hold
939
– – 0.1% 86
2025
Q4 		$283K Buy
939
+4
+0.4% +$1.24K 0.1% 89
2025
Q3 		$283K Hold
935
– – 0.1% 83
2025
Q2 		$277K Buy
935
+10
+1% +$2.55K 0.11% 74
2025
Q1 		$227K Hold
925
– – 0.1% 75
2024
Q4 		$222K Buy
+925
New +$215K 0.09% 73

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

Theory Financial's JPM Position: Q1 2026 in Review

Theory Financial held its JPMorgan Chase (JPM) position steady in Q1 2026 at 939 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #86.

Theory Financial first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $283K in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Theory Financial held 939 shares of JPMorgan Chase worth $276K as of Q1 2026.
  • Theory Financial left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.1% of Theory Financial's portfolio in Q1 2026, its #86 holding.
  • Theory Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Theory Financial's JPMorgan Chase position peaked at $283K in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Theory Financial's 13F filing for Q1 2026, filed 5 May 2026.