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Ashton Thomas Private Wealth’s JPMorgan Chase JPM Stock Holding History

Ashton Thomas Private 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 		$30.3M Sell
102,974
-1,583
-2% -$480K 0.72% 25
2025
Q4 		$33.7M Sell
104,557
-10,059
-9% -$3.11M 0.82% 21
2025
Q3 		$36.2M Buy
114,616
+28,913
+34% +$8.6M 0.94% 16
2025
Q2 		$24.8M Sell
85,703
-1,270
-1% -$324K 0.88% 19
2025
Q1 		$21.3M Buy
86,973
+3,960
+5% +$1.01M 0.82% 20
2024
Q4 		$19.9M Buy
83,013
+6,453
+8% +$1.5M 0.77% 23
2024
Q3 		$16.1M Sell
76,560
-72
-0.1% -$15.2K 0.85% 25
2024
Q2 		$15.5M Buy
76,632
+466
+0.6% +$91.1K 0.85% 23
2024
Q1 		$15.3M Buy
76,166
+2,221
+3% +$401K 0.87% 21
2023
Q4 		$12.6M Buy
73,945
+623
+0.8% +$94.4K 0.79% 23
2023
Q3 		$10.6M Buy
73,322
+94
+0.1% +$14.1K 0.78% 23
2023
Q2 		$10.7M Buy
73,228
+9,359
+15% +$1.29M 0.81% 18
2023
Q1 		$8.32M Sell
63,869
-3,049
-5% -$418K 0.73% 25
2022
Q4 		$8.97M Buy
66,918
+1,365
+2% +$173K 0.89% 18
2022
Q3 		$6.85M Buy
65,553
+9,105
+16% +$1.04M 0.77% 24
2022
Q2 		$6.36M Buy
56,448
+1,984
+4% +$246K 0.69% 30
2022
Q1 		$7.42M Buy
54,464
+16,612
+44% +$2.45M 0.65% 30
2021
Q4 		$5.99M Buy
37,852
+19,543
+107% +$3.21M 0.58% 39
2021
Q3 		$3M Buy
18,309
+2,905
+19% +$455K 0.43% 57
2021
Q2 		$2.4M Buy
15,404
+216
+1% +$33.9K 0.37% 74
2021
Q1 		$2.31M Sell
15,188
-1,095
-7% -$158K 0.39% 68
2020
Q4 		$2.07M Buy
16,283
+872
+6% +$97.5K 0.4% 69
2020
Q3 		$1.48M Buy
15,411
+6,754
+78% +$663K 0.37% 71
2020
Q2 		$814K Buy
8,657
+1,729
+25% +$164K 0.24% 110
2020
Q1 		$624K Sell
6,928
-1,605
-19% -$195K 0.26% 105
2019
Q4 		$1.19M Buy
8,533
+2,545
+43% +$326K 0.39% 75
2019
Q3 		$705K Buy
5,988
+169
+3% +$19.1K 0.29% 83
2019
Q2 		$651K Buy
5,819
+530
+10% +$58.4K 0.25% 87
2019
Q1 		$535K Buy
+5,289
New +$545K 0.22% 93

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

Ashton Thomas Private Wealth's JPM Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its JPMorgan Chase (JPM) stake by 1.5% in Q1 2026, selling an estimated $480K and leaving 102,974 shares worth $30.3M. The position accounts for 0.72% of the portfolio, ranked #25.

Ashton Thomas Private Wealth first reported a position in JPM in Q1 2019 and has held it in 29 quarters since. The position peaked at $36.2M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Ashton Thomas Private Wealth held 102,974 shares of JPMorgan Chase worth $30.3M as of Q1 2026.
  • Ashton Thomas Private Wealth sold 1,583 JPMorgan Chase shares in Q1 2026, an estimated $480K.
  • JPMorgan Chase made up 0.72% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #25 holding.
  • Ashton Thomas Private Wealth first reported a position in JPMorgan Chase in Q1 2019 and has held it in 29 quarters since.
  • Ashton Thomas Private Wealth's JPMorgan Chase position peaked at $36.2M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.