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Angeles Wealth Management’s JPMorgan Chase JPM Stock Holding History

Angeles 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 		$10.5M Buy
35,718
+1,778
+5% +$540K 0.57% 27
2025
Q4 		$10.9M Buy
33,940
+5,193
+18% +$1.61M 0.6% 26
2025
Q3 		$9.07M Buy
28,747
+10,893
+61% +$3.24M 0.56% 26
2025
Q2 		$5.18M Sell
17,854
-133
-0.7% -$33.9K 0.36% 33
2025
Q1 		$4.41M Buy
17,987
+47
+0.3% +$12K 0.37% 34
2024
Q4 		$4.3M Buy
17,940
+3,201
+22% +$746K 0.35% 33
2024
Q3 		$3.11M Buy
14,739
+656
+5% +$138K 0.27% 37
2024
Q2 		$2.85M Buy
14,083
+2,228
+19% +$436K 0.27% 37
2024
Q1 		$2.37M Buy
11,855
+1,306
+12% +$236K 0.24% 39
2023
Q4 		$1.79M Buy
10,549
+287
+3% +$43.5K 0.22% 44
2023
Q3 		$1.49M Buy
10,262
+1,855
+22% +$278K 0.21% 43
2023
Q2 		$1.22M Buy
8,407
+257
+3% +$35.3K 0.17% 59
2023
Q1 		$1.06M Buy
8,150
+1,089
+15% +$149K 0.16% 66
2022
Q4 		$947K Buy
7,061
+1,058
+18% +$134K 0.17% 72
2022
Q3 		$627K Buy
6,003
+1,486
+33% +$171K 0.12% 81
2022
Q2 		$509K Sell
4,517
-122
-3% -$15.1K 0.1% 102
2022
Q1 		$632K Buy
+4,639
New +$685K 0.12% 90

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

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

Angeles Wealth Management increased its JPMorgan Chase (JPM) stake by 5.2% in Q1 2026, buying an estimated $540K and bringing the position to 35,718 shares worth $10.5M. The position accounts for 0.57% of the portfolio, ranked #27.

Angeles Wealth Management first reported a position in JPM in Q1 2022 and has held it in 17 quarters since. The position peaked at $10.9M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Angeles Wealth Management held 35,718 shares of JPMorgan Chase worth $10.5M as of Q1 2026.
  • Angeles Wealth Management bought 1,778 JPMorgan Chase shares in Q1 2026, an estimated $540K.
  • JPMorgan Chase made up 0.57% of Angeles Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Angeles Wealth Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 17 quarters since.
  • Angeles Wealth Management's JPMorgan Chase position peaked at $10.9M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.