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Aberdeen Wealth Management’s JPMorgan Chase JPM Stock Holding History

Aberdeen 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 		$4.4M Hold
14,962
– – 2.01% 6
2025
Q4 		$4.82M Buy
14,962
+129
+0.9% +$39.9K 2.23% 6
2025
Q3 		$4.68M Sell
14,833
-300
-2% -$89.2K 2.94% 5
2025
Q2 		$4.39M Hold
15,133
– – 2.92% 5
2025
Q1 		$3.71M Hold
15,133
– – 2.56% 6
2024
Q4 		$3.63M Sell
15,133
-300
-2% -$69.9K 2.49% 6
2024
Q3 		$3.25M Buy
15,433
+255
+2% +$53.7K 2.14% 7
2024
Q2 		$3.07M Sell
15,178
-291
-2% -$56.9K 2.08% 7
2024
Q1 		$3.1M Hold
15,469
– – 1.8% 9
2023
Q4 		$2.63M Sell
15,469
-245
-2% -$37.1K 1.91% 9
2023
Q3 		$2.28M Hold
15,714
– – 1.72% 11
2023
Q2 		$2.29M Hold
15,714
– – 1.65% 10
2023
Q1 		$2.05M Hold
15,714
– – 1.53% 12
2022
Q4 		$2.11M Hold
15,714
– – 1.59% 11
2022
Q3 		$1.64M Hold
15,714
– – 1.45% 15
2022
Q2 		$1.77M Sell
15,714
-80
-0.5% -$9.91K 1.41% 16
2022
Q1 		$2.15M Hold
15,794
– – 1.47% 14
2021
Q4 		$2.5M Sell
15,794
-510
-3% -$83.8K 1.63% 12
2021
Q3 		$2.67M Sell
16,304
-185
-1% -$29K 2.58% 4
2021
Q2 		$2.56M Sell
16,489
-10
-0.1% -$1.57K 2.36% 7
2021
Q1 		$2.51M Sell
16,499
-272
-2% -$39.1K 2% 8
2020
Q4 		$2.13M Buy
16,771
+152
+0.9% +$17K 1.61% 12
2020
Q3 		$1.6M Sell
16,619
-2,442
-13% -$240K 1.52% 16
2020
Q2 		$1.79M Buy
19,061
+1,663
+10% +$158K 1.92% 9
2020
Q1 		$1.57M Sell
17,398
-143
-0.8% -$17.4K 1.9% 10
2019
Q4 		$2.44M Buy
+17,541
New +$2.25M 1.82% 8

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

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

Aberdeen Wealth Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 14,962 shares worth $4.4M. The position accounts for 2.01% of the portfolio, ranked #6.

Aberdeen Wealth Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.82M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Aberdeen Wealth Management held 14,962 shares of JPMorgan Chase worth $4.4M as of Q1 2026.
  • Aberdeen Wealth Management left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 2.01% of Aberdeen Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Aberdeen Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Aberdeen Wealth Management's JPMorgan Chase position peaked at $4.82M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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