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World Investment Advisors’s JPMorgan Chase JPM Stock Holding History

World 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 		$70.9M Sell
240,938
-5,080
-2% -$1.54M 1.14% 9
2025
Q4 		$79.3M Buy
246,018
+12,425
+5% +$3.85M 1.29% 9
2025
Q3 		$73.7M Buy
233,593
+2,001
+0.9% +$595K 1.51% 7
2025
Q2 		$67.1M Buy
231,592
+23,437
+11% +$5.98M 1.52% 7
2025
Q1 		$51.1M Buy
208,155
+7,718
+4% +$1.97M 1.33% 7
2024
Q4 		$48M Buy
200,437
+9,685
+5% +$2.26M 1.31% 8
2024
Q3 		$40.2M Buy
190,752
+121,819
+177% +$25.7M 1.26% 8
2024
Q2 		$13.9M Buy
68,933
+59,442
+626% +$11.6M 0.87% 24
2024
Q1 		$3.06M Sell
9,491
-9,791
-51% -$1.77M 0.44% 54
2023
Q4 		$3.28M Buy
19,282
+14,957
+346% +$2.27M 0.43% 52
2023
Q3 		$627K Buy
4,325
+213
+5% +$31.9K 0.12% 124
2023
Q2 		$598K Buy
4,112
+1,139
+38% +$157K 0.12% 120
2023
Q1 		$387K Sell
2,973
-95
-3% -$13K 0.08% 153
2022
Q4 		$411K Buy
3,068
+24
+0.8% +$3.04K 0.09% 148
2022
Q3 		$318K Sell
3,044
-68
-2% -$7.8K 0.08% 177
2022
Q2 		$354K Sell
3,112
-52
-2% -$6.44K 0.07% 178
2022
Q1 		$431K Sell
3,164
-35
-1% -$5.17K 0.09% 161
2021
Q4 		$499K Buy
3,199
+744
+30% +$122K 0.1% 145
2021
Q3 		$402K Sell
2,455
-145
-6% -$22.7K 0.09% 155
2021
Q2 		$404K Buy
2,600
+17
+0.7% +$2.67K 0.09% 150
2021
Q1 		$417K Sell
2,583
-161
-6% -$23.2K 0.1% 134
2020
Q4 		$388K Sell
2,744
-1
-0% -$112 0.1% 143
2020
Q3 		$264K Buy
+2,745
New +$270K 0.09% 133
2019
Q1 		– Sell
-5,322
Closed -$546K – 140
2018
Q4 		$546K Buy
+5,322
New +$567K 0.25% 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

World Investment Advisors's JPM Position: Q1 2026 in Review

World Investment Advisors reduced its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, selling an estimated $1.54M and leaving 240,938 shares worth $70.9M. The position accounts for 1.14% of the portfolio, ranked #9.

World Investment Advisors first reported a position in JPM in Q4 2018 and has held it in 24 quarters since. The position peaked at $79.3M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • World Investment Advisors held 240,938 shares of JPMorgan Chase worth $70.9M as of Q1 2026.
  • World Investment Advisors sold 5,080 JPMorgan Chase shares in Q1 2026, an estimated $1.54M.
  • JPMorgan Chase made up 1.14% of World Investment Advisors's portfolio in Q1 2026, its #9 holding.
  • World Investment Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 24 quarters since.
  • World Investment Advisors's JPMorgan Chase position peaked at $79.3M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.