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Alaethes Wealth’s JPMorgan Chase JPM Stock Holding History

Alaethes 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 		$3.85M Buy
13,076
+136
+1% +$41.3K 1.1% 22
2025
Q4 		$4.17M Sell
12,940
-38
-0.3% -$11.8K 1.17% 18
2025
Q3 		$4.09M Sell
12,978
-1,006
-7% -$299K 1.16% 16
2025
Q2 		$4.05M Buy
13,984
+114
+0.8% +$29.1K 1.21% 17
2025
Q1 		$3.4M Sell
13,870
-23
-0.2% -$5.86K 1.25% 15
2024
Q4 		$3.33M Buy
13,893
+92
+0.7% +$21.4K 1.19% 18
2024
Q3 		$2.91M Sell
13,801
-1,394
-9% -$294K 1.07% 20
2024
Q2 		$3.07M Sell
15,195
-77
-0.5% -$15.1K 1.27% 18
2024
Q1 		$3.06M Sell
15,272
-16
-0.1% -$2.89K 1.34% 15
2023
Q4 		$2.6M Sell
15,288
-52
-0.3% -$7.88K 1.23% 18
2023
Q3 		$2.22M Sell
15,340
-23
-0.1% -$3.45K 1.22% 18
2023
Q2 		$2.23M Sell
15,363
-1,121
-7% -$154K 1.23% 15
2023
Q1 		$2.15M Buy
16,484
+1,157
+8% +$159K 1.26% 13
2022
Q4 		$2.06M Sell
15,327
-5,788
-27% -$733K 1.41% 14
2022
Q3 		$2.21M Buy
21,115
+645
+3% +$74K 1.62% 9
2022
Q2 		$2.31M Sell
20,470
-2,623
-11% -$325K 1.71% 8
2022
Q1 		$3.15M Buy
23,093
+1,609
+7% +$238K 2% 7
2021
Q4 		$3.4M Buy
21,484
+1,628
+8% +$267K 2.14% 7
2021
Q3 		$3.25M Buy
19,856
+1,357
+7% +$213K 2.36% 7
2021
Q2 		$2.88M Buy
18,499
+458
+3% +$71.9K 2.22% 8
2021
Q1 		$2.75M Buy
+18,041
New +$2.6M 2.54% 6

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

Alaethes Wealth's JPM Position: Q1 2026 in Review

Alaethes Wealth increased its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, buying an estimated $41.3K and bringing the position to 13,076 shares worth $3.85M. The position accounts for 1.1% of the portfolio, ranked #22.

Alaethes Wealth first reported a position in JPM in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.17M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Alaethes Wealth held 13,076 shares of JPMorgan Chase worth $3.85M as of Q1 2026.
  • Alaethes Wealth bought 136 JPMorgan Chase shares in Q1 2026, an estimated $41.3K.
  • JPMorgan Chase made up 1.1% of Alaethes Wealth's portfolio in Q1 2026, its #22 holding.
  • Alaethes Wealth first reported a position in JPMorgan Chase in Q1 2021 and has held it in 21 quarters since.
  • Alaethes Wealth's JPMorgan Chase position peaked at $4.17M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.