USA Financial Formulas’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $882 | Sell |
3
-2,223
| -100% | -$675K | ﹤0.01% | 338 |
|
|
2025
Q4 | $717K | Sell |
2,226
-1,631
| -42% | -$505K | 0.13% | 52 |
|
|
2025
Q3 | $1.22M | Buy |
+3,857
| New | +$1.15M | 0.21% | 32 |
|
|
2025
Q2 | – | Sell |
-918
| Closed | -$225K | – | 310 |
|
|
2025
Q1 | $225K | Buy |
+918
| New | +$234K | 0.04% | 127 |
|
|
2024
Q4 | – | Sell |
-5,949
| Closed | -$1.25M | – | 332 |
|
|
2024
Q3 | $1.25M | Buy |
5,949
+1,008
| +20% | +$212K | 0.2% | 47 |
|
|
2024
Q2 | $999K | Buy |
4,941
+3,405
| +222% | +$666K | 0.16% | 70 |
|
|
2024
Q1 | $308K | Sell |
1,536
-1,191
| -44% | -$215K | 0.05% | 145 |
|
|
2023
Q4 | $464K | Buy |
2,727
+2,694
| +8,164% | +$408K | 0.08% | 90 |
|
|
2023
Q3 | $4.79K | Hold |
33
| – | – | 0.01% | 252 |
|
|
2023
Q2 | $4.8K | Hold |
33
| – | – | 0.01% | 218 |
|
|
2023
Q1 | $4.3K | Buy |
+33
| New | +$4.52K | 0.01% | 171 |
|
|
2022
Q3 | $4K | Buy |
43
+32
| +291% | +$3.67K | 0.01% | 129 |
|
|
2022
Q2 | $1K | Sell |
11
-28
| -72% | -$3.47K | ﹤0.01% | 274 |
|
|
2022
Q1 | $5K | Sell |
39
-31
| -44% | -$4.58K | 0.01% | 180 |
|
|
2021
Q4 | $11K | Sell |
70
-99
| -59% | -$16.3K | 0.01% | 191 |
|
|
2021
Q3 | $28K | Sell |
169
-10,993
| -98% | -$1.72M | 0.03% | 221 |
|
|
2021
Q2 | $1.74M | Buy |
11,162
+2,567
| +30% | +$403K | 1.45% | 7 |
|
|
2021
Q1 | $1.31M | Buy |
8,595
+8,574
| +40,829% | +$1.23M | 1.06% | 22 |
|
|
2020
Q4 | $3K | Sell |
21
-16
| -43% | -$1.79K | ﹤0.01% | 218 |
|
|
2020
Q3 | $4K | Buy |
37
+25
| +208% | +$2.46K | ﹤0.01% | 184 |
|
|
2020
Q2 | $1K | Sell |
12
-10
| -45% | -$949 | ﹤0.01% | 176 |
|
|
2020
Q1 | $2K | Buy |
+22
| New | +$2.67K | ﹤0.01% | 176 |
|
|
2018
Q3 | – | Sell |
-58,022
| Closed | -$6.38M | – | 332 |
|
|
2018
Q2 | $6.38M | Sell |
58,022
-315
| -0.5% | -$34.6K | 1.55% | 12 |
|
|
2018
Q1 | $6.42M | Buy |
58,337
+34,782
| +148% | +$3.94M | 1.55% | 12 |
|
|
2017
Q4 | $2.52M | Buy |
+23,555
| New | +$2.38M | 0.6% | 70 |
|
|
2017
Q2 | – | Sell |
-79,744
| Closed | -$7M | – | 270 |
|
|
2017
Q1 | $7M | Sell |
79,744
-38,494
| -33% | -$3.4M | 1.69% | 17 |
|
|
2016
Q4 | $10.2M | Buy |
+118,238
| New | +$9.02M | 2.54% | 5 |
|
Other funds holding JPM
VCM
VPM
USA Financial Formulas's JPM Position: Q1 2026 in Review
USA Financial Formulas reduced its JPMorgan Chase (JPM) stake by 100% in Q1 2026, selling an estimated $675K and leaving 3 shares worth $882. The position accounts for ﹤0.01% of the portfolio, ranked #338.
USA Financial Formulas first reported a position in JPM in Q4 2016 and has held it in 27 quarters since. The position peaked at $10.2M in Q4 2016. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- USA Financial Formulas held 3 shares of JPMorgan Chase worth $882 as of Q1 2026.
- USA Financial Formulas sold 2,223 JPMorgan Chase shares in Q1 2026, an estimated $675K.
- JPMorgan Chase made up ﹤0.01% of USA Financial Formulas's portfolio in Q1 2026, its #338 holding.
- USA Financial Formulas first reported a position in JPMorgan Chase in Q4 2016 and has held it in 27 quarters since.
- USA Financial Formulas's JPMorgan Chase position peaked at $10.2M in Q4 2016.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on USA Financial Formulas's 13F filing for Q1 2026, filed 14 Apr 2026.