44 Wealth Management’s JPMorgan Chase JPM Stock Holding History

44 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 Q1	$4.86M	Sell	16,509 -1,083	-6%	-$329K	1.7%	4
2025 Q4	$5.67M	Sell	17,592 -160	-0.9%	-$49.5K	1.9%	4
2025 Q3	$5.6M	Buy	17,752 +6,683	+60%	+$1.99M	1.9%	4
2025 Q2	$3.21M	Buy	11,069 +9	+0.1%	+$2.3K	1.14%	11
2025 Q1	$2.71M	Sell	11,060 -24	-0.2%	-$6.12K	1.02%	24
2024 Q4	$2.66M	Sell	11,084 -568	-5%	-$132K	1.02%	22
2024 Q3	$2.6M	Buy	+11,652	New	+$2.45M	0.92%	27
2023 Q2	$1.55M	Sell	10,679 -1,005	-9%	-$138K	0.53%	51
2023 Q1	$1.52M	Sell	11,684 -1,130	-9%	-$155K	0.52%	50
2022 Q4	$1.72M	Buy	12,814 +1,155	+10%	+$146K	0.59%	46
2022 Q3	$1.22M	Sell	11,659 -4	-0%	-$459	0.5%	53
2022 Q2	$1.31M	Buy	11,663 +1,746	+18%	+$216K	0.51%	52
2022 Q1	$1.35M	Sell	9,917 -4,731	-32%	-$698K	0.49%	57
2021 Q4	$2.32M	Sell	14,648 -1,325	-8%	-$218K	0.81%	32
2021 Q3	$2.62M	Sell	15,973 -38	-0.2%	-$5.96K	1%	24
2021 Q2	$2.49M	Sell	16,011 -766	-5%	-$120K	0.96%	23
2021 Q1	$2.55M	Sell	16,777 -779	-4%	-$112K	1.07%	22
2020 Q4	$2.23M	Buy	+17,556	New	+$1.96M	1.02%	24

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

44 Wealth Management's JPM Position: Q1 2026 in Review

44 Wealth Management reduced its JPMorgan Chase (JPM) stake by 6.2% in Q1 2026, selling an estimated $329K and leaving 16,509 shares worth $4.86M. The position accounts for 1.7% of the portfolio, ranked #4.

44 Wealth Management first reported a position in JPM in Q4 2020 and has held it in 18 quarters since. The position peaked at $5.67M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

44 Wealth Management held 16,509 shares of JPMorgan Chase worth $4.86M as of Q1 2026.
44 Wealth Management sold 1,083 JPMorgan Chase shares in Q1 2026, an estimated $329K.
JPMorgan Chase made up 1.7% of 44 Wealth Management's portfolio in Q1 2026, its #4 holding.
44 Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 18 quarters since.
44 Wealth Management's JPMorgan Chase position peaked at $5.67M in Q4 2025.
5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.