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West Michigan Advisors’s JPMorgan Chase JPM Stock Holding History

West Michigan 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 		$5.54M Buy
18,844
+9
+0% +$2.73K 1.22% 9
2025
Q4 		$6.07M Sell
18,835
-438
-2% -$136K 1.39% 9
2025
Q3 		$6.08M Sell
19,273
-3,707
-16% -$1.1M 1.46% 9
2025
Q2 		$6.66M Buy
22,980
+389
+2% +$99.3K 1.88% 10
2025
Q1 		$5.54M Sell
22,591
-433
-2% -$110K 1.84% 9
2024
Q4 		$5.52M Sell
23,024
-499
-2% -$116K 1.67% 12
2024
Q3 		$4.96M Buy
23,523
+289
+1% +$60.9K 1.5% 13
2024
Q2 		$4.7M Buy
23,234
+317
+1% +$62K 1.5% 14
2024
Q1 		$4.59M Sell
22,917
-323
-1% -$58.3K 1.49% 13
2023
Q4 		$3.95M Buy
23,240
+2,104
+10% +$319K 1.5% 14
2023
Q3 		$3.07M Buy
21,136
+271
+1% +$40.6K 1.64% 16
2023
Q2 		$3.03M Buy
20,865
+4,583
+28% +$630K 1.21% 20
2023
Q1 		$2.12M Buy
16,282
+4,065
+33% +$557K 1.2% 18
2022
Q4 		$1.64M Buy
12,217
+24
+0.2% +$3.04K 1.19% 18
2022
Q3 		$1.27M Buy
12,193
+263
+2% +$30.2K 1.11% 24
2022
Q2 		$1.34M Buy
11,930
+725
+6% +$89.8K 1.15% 23
2022
Q1 		$1.53M Buy
11,205
+1,383
+14% +$204K 1.03% 23
2021
Q4 		$1.55M Buy
+9,822
New +$1.61M 1.16% 17

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

West Michigan Advisors's JPM Position: Q1 2026 in Review

West Michigan Advisors increased its JPMorgan Chase (JPM) stake by 0.05% in Q1 2026, buying an estimated $2.73K and bringing the position to 18,844 shares worth $5.54M. The position accounts for 1.22% of the portfolio, ranked #9.

West Michigan Advisors first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.66M in Q2 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • West Michigan Advisors held 18,844 shares of JPMorgan Chase worth $5.54M as of Q1 2026.
  • West Michigan Advisors bought 9 JPMorgan Chase shares in Q1 2026, an estimated $2.73K.
  • JPMorgan Chase made up 1.22% of West Michigan Advisors's portfolio in Q1 2026, its #9 holding.
  • West Michigan Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • West Michigan Advisors's JPMorgan Chase position peaked at $6.66M in Q2 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.