1WM
JPM icon

1900 Wealth Management’s JPMorgan Chase JPM Stock Holding History

1900 Wealth Management’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
Q2 		$2.73M Buy
8,355
+907
+12% +$282K 0.15% 74
2026
Q1 		$2.19M Sell
7,448
-1,322
-15% -$401K 0.14% 74
2025
Q4 		$2.83M Sell
8,770
-528
-6% -$163K 0.18% 67
2025
Q3 		$2.93M Sell
9,298
-545
-6% -$162K 0.2% 59
2025
Q2 		$2.85M Sell
9,843
-3,375
-26% -$861K 0.22% 58
2025
Q1 		$3.24M Sell
13,218
-5,226
-28% -$1.33M 0.27% 55
2024
Q4 		$4.42M Sell
18,444
-2,437
-12% -$568K 0.37% 47
2024
Q3 		$4.4M Sell
20,881
-4,274
-17% -$900K 0.38% 48
2024
Q2 		$5.09M Sell
25,155
-7,844
-24% -$1.53M 0.48% 39
2024
Q1 		$6.61M Sell
32,999
-1,937
-6% -$350K 0.6% 36
2023
Q4 		$5.94M Sell
34,936
-518
-1% -$78.5K 0.55% 44
2023
Q3 		$5.14M Sell
35,454
-6,498
-15% -$974K 0.51% 53
2023
Q2 		$6.1M Sell
41,952
-104
-0.2% -$14.3K 0.63% 46
2023
Q1 		$5.63M Buy
42,056
+1,209
+3% +$166K 0.61% 44
2022
Q4 		$5.48M Buy
40,847
+177
+0.4% +$22.4K 0.59% 44
2022
Q3 		$4.25M Sell
40,670
-2
-0% -$230 0.5% 52
2022
Q2 		$4.58M Sell
40,672
-136
-0.3% -$16.9K 0.5% 49
2022
Q1 		$5.56M Buy
40,808
+92
+0.2% +$13.6K 0.53% 48
2021
Q4 		$6.45M Buy
40,716
+2,763
+7% +$454K 0.58% 44
2021
Q3 		$6.21M Buy
37,953
+34,996
+1,183% +$5.49M 0.6% 42
2021
Q2 		$460K Buy
2,957
+238
+9% +$37.4K 0.04% 160
2021
Q1 		$413K Buy
+2,719
New +$391K 0.03% 134

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

1900 Wealth Management's JPM Position: Q2 2026 in Review

1900 Wealth Management increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $282K and bringing the position to 8,355 shares worth $2.73M. The position accounts for 0.15% of the portfolio, ranked #74.

1900 Wealth Management first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.61M in Q1 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • 1900 Wealth Management held 8,355 shares of JPMorgan Chase worth $2.73M as of Q2 2026.
  • 1900 Wealth Management bought 907 JPMorgan Chase shares in Q2 2026, an estimated $282K.
  • JPMorgan Chase made up 0.15% of 1900 Wealth Management's portfolio in Q2 2026, its #74 holding.
  • 1900 Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • 1900 Wealth Management's JPMorgan Chase position peaked at $6.61M in Q1 2024.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.