AWM
JPM icon

Able Wealth Management’s JPMorgan Chase JPM Stock Holding History

Able 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 		$529K Buy
1,805
+146
+9% +$44.3K 0.14% 78
2025
Q4 		$497K Buy
1,659
+145
+10% +$44.9K 0.16% 74
2025
Q3 		$478K Buy
1,514
+71
+5% +$21.1K 0.18% 69
2025
Q2 		$418K Buy
1,443
+53
+4% +$13.5K 0.21% 70
2025
Q1 		$341K Buy
1,390
+2
+0.1% +$510 0.2% 76
2024
Q4 		$333K Buy
1,388
+61
+5% +$14.2K 0.22% 68
2024
Q3 		$280K Buy
1,327
+301
+29% +$63.4K 0.21% 74
2024
Q2 		$208K Sell
1,026
-547
-35% -$107K 0.17% 78
2024
Q1 		$315K Hold
1,573
– – 0.28% 58
2023
Q4 		$268K Buy
+1,573
New +$238K 0.24% 63

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

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

Able Wealth Management increased its JPMorgan Chase (JPM) stake by 8.8% in Q1 2026, buying an estimated $44.3K and bringing the position to 1,805 shares worth $529K. The position accounts for 0.14% of the portfolio, ranked #78.

Able Wealth Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Able Wealth Management held 1,805 shares of JPMorgan Chase worth $529K as of Q1 2026.
  • Able Wealth Management bought 146 JPMorgan Chase shares in Q1 2026, an estimated $44.3K.
  • JPMorgan Chase made up 0.14% of Able Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Able Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.