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1776 Wealth’s JPMorgan Chase JPM Stock Holding History

1776 Wealth’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 		$1.05M Buy
3,582
+2
+0.1% +$607 0.41% 43
2025
Q4 		$1.15M Buy
3,580
+2
+0.1% +$619 0.43% 41
2025
Q3 		$1.13M Sell
3,578
-101
-3% -$30K 0.44% 43
2025
Q2 		$1.07M Buy
3,679
+25
+0.7% +$6.38K 0.44% 43
2025
Q1 		$896K Buy
3,654
+2
+0.1% +$510 0.41% 46
2024
Q4 		$875K Buy
3,652
+2
+0.1% +$466 0.4% 48
2024
Q3 		$770K Buy
3,650
+1
+0% +$211 0.34% 51
2024
Q2 		$738K Buy
3,649
+166
+5% +$32.5K 0.33% 56
2024
Q1 		$698K Sell
3,483
-13
-0.4% -$2.35K 0.33% 54
2023
Q4 		$595K Buy
3,496
+3
+0.1% +$455 0.29% 65
2023
Q3 		$507K Buy
3,493
+1
+0% +$150 0.27% 65
2023
Q2 		$508K Buy
3,492
+15
+0.4% +$2.06K 0.27% 74
2023
Q1 		$453K Buy
3,477
+542
+18% +$74.3K 0.27% 68
2022
Q4 		$394K Buy
2,935
+39
+1% +$4.94K 0.28% 72
2022
Q3 		$303K Buy
2,896
+3
+0.1% +$344 0.23% 82
2022
Q2 		$326K Buy
2,893
+2
+0.1% +$248 0.23% 81
2022
Q1 		$394K Buy
2,891
+720
+33% +$106K 0.23% 83
2021
Q4 		$344K Sell
2,171
-1
-0% -$164 0.18% 92
2021
Q3 		$356K Sell
2,172
-131
-6% -$20.5K 0.2% 79
2021
Q2 		$358K Buy
2,303
+35
+2% +$5.5K 0.2% 82
2021
Q1 		$345K Sell
2,268
-472
-17% -$67.9K 0.22% 77
2020
Q4 		$348K Buy
2,740
+2
+0.1% +$224 0.22% 73
2020
Q3 		$264K Sell
2,738
-1,596
-37% -$157K 0.19% 80
2020
Q2 		$407K Sell
4,334
-756
-15% -$71.7K 0.28% 57
2020
Q1 		$509K Buy
5,090
+4,057
+393% +$493K 0.22% 78
2019
Q4 		$144K Buy
+1,033
New +$132K 0.12% 119

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

1776 Wealth's JPM Position: Q1 2026 in Review

1776 Wealth increased its JPMorgan Chase (JPM) stake by 0.06% in Q1 2026, buying an estimated $607 and bringing the position to 3,582 shares worth $1.05M. The position accounts for 0.41% of the portfolio, ranked #43.

1776 Wealth first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.15M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • 1776 Wealth held 3,582 shares of JPMorgan Chase worth $1.05M as of Q1 2026.
  • 1776 Wealth bought 2 JPMorgan Chase shares in Q1 2026, an estimated $607.
  • JPMorgan Chase made up 0.41% of 1776 Wealth's portfolio in Q1 2026, its #43 holding.
  • 1776 Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • 1776 Wealth's JPMorgan Chase position peaked at $1.15M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.