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Valued Retirements’s JPMorgan Chase JPM Stock Holding History

Valued Retirements’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 		$388K Hold
1,319
– – 0.38% 59
2025
Q4 		$425K Hold
1,319
– – 0.42% 58
2025
Q3 		$382K Hold
1,319
– – 0.43% 58
2025
Q2 		$382K Sell
1,319
-57
-4% -$14.5K 0.43% 58
2025
Q1 		$338K Buy
1,376
+85
+7% +$21.7K 0.44% 55
2024
Q4 		$310K Hold
1,291
– – 0.42% 54
2024
Q3 		$272K Buy
1,291
+95
+8% +$20K 0.38% 60
2024
Q2 		$242K Hold
1,196
– – 0.37% 57
2024
Q1 		$240K Hold
1,196
– – 0.38% 58
2023
Q4 		$203K Buy
+1,196
New +$181K 0.35% 64

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

Valued Retirements's JPM Position: Q1 2026 in Review

Valued Retirements held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,319 shares worth $388K. The position accounts for 0.38% of the portfolio, ranked #59.

Valued Retirements first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $425K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Valued Retirements held 1,319 shares of JPMorgan Chase worth $388K as of Q1 2026.
  • Valued Retirements left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.38% of Valued Retirements's portfolio in Q1 2026, its #59 holding.
  • Valued Retirements first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Valued Retirements's JPMorgan Chase position peaked at $425K in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.