UP Strategic Wealth Investment Advisors’s JPMorgan Chase JPM Stock Holding History

UP Strategic Wealth Investment 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	$1.99M	Buy	6,494 +1,035	+19%	+$314K	1.25%	14
2025 Q4	$1.76M	Hold	5,459	–	–	1.28%	13
2025 Q3	$1.67M	Sell	5,459 -175	-3%	-$52K	1.25%	13
2025 Q2	$1.63M	Buy	5,634 +726	+15%	+$185K	1.27%	13
2025 Q1	$1.2M	Sell	4,908 -95	-2%	-$24.2K	1.07%	16
2024 Q4	$1.2M	Buy	5,003 +859	+21%	+$200K	1.2%	13
2024 Q3	$874K	Buy	4,144 +599	+17%	+$126K	0.98%	21
2024 Q2	$717K	Buy	3,545 +175	+5%	+$34.2K	1.09%	21
2024 Q1	$675K	Hold	3,370	–	–	1.1%	21
2023 Q4	$573K	Buy	+3,370	New	+$511K	1.05%	21

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

UP Strategic Wealth Investment Advisors's JPM Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its JPMorgan Chase (JPM) stake by 19% in Q1 2026, buying an estimated $314K and bringing the position to 6,494 shares worth $1.99M. The position accounts for 1.25% of the portfolio, ranked #14.

UP Strategic Wealth Investment Advisors first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

UP Strategic Wealth Investment Advisors held 6,494 shares of JPMorgan Chase worth $1.99M as of Q1 2026.
UP Strategic Wealth Investment Advisors bought 1,035 JPMorgan Chase shares in Q1 2026, an estimated $314K.
JPMorgan Chase made up 1.25% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #14 holding.
UP Strategic Wealth Investment Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.