Tobias Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Tobias Financial 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	$914K	Sell	3,109 -425	-12%	-$129K	0.13%	73
2025 Q4	$1.14M	Buy	3,534 +1,137	+47%	+$352K	0.16%	68
2025 Q3	$756K	Buy	2,397 +324	+16%	+$96.4K	0.11%	78
2025 Q2	$601K	Buy	2,073 +631	+44%	+$161K	0.1%	80
2025 Q1	$354K	Hold	1,442	–	–	0.07%	84
2024 Q4	$346K	Buy	1,442 +161	+13%	+$37.5K	0.07%	81
2024 Q3	$270K	Buy	1,281 +100	+8%	+$21.1K	0.05%	87
2024 Q2	$239K	Buy	+1,181	New	+$231K	0.05%	91
2020 Q1	–	Sell	-83	Closed	-$11K	–	170
2019 Q4	$11K	Buy	+83	New	+$10.6K	0.01%	183

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Tobias Financial Advisors's JPM Position: Q1 2026 in Review

Tobias Financial Advisors reduced its JPMorgan Chase (JPM) stake by 12% in Q1 2026, selling an estimated $129K and leaving 3,109 shares worth $914K. The position accounts for 0.13% of the portfolio, ranked #73.

Tobias Financial Advisors first reported a position in JPM in Q4 2019 and has held it in 9 quarters since. The position peaked at $1.14M in Q4 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Tobias Financial Advisors held 3,109 shares of JPMorgan Chase worth $914K as of Q1 2026.
Tobias Financial Advisors sold 425 JPMorgan Chase shares in Q1 2026, an estimated $129K.
JPMorgan Chase made up 0.13% of Tobias Financial Advisors's portfolio in Q1 2026, its #73 holding.
Tobias Financial Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 9 quarters since.
Tobias Financial Advisors's JPMorgan Chase position peaked at $1.14M in Q4 2025.
5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.