Bartlett & Co Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $227M | Sell |
738,691
-8,192
| -1% | -$2.49M | 2.91% | 7 |
|
|
2025
Q4 | $241M | Sell |
746,883
-8,340
| -1% | -$2.58M | 3.15% | 4 |
|
|
2025
Q3 | $238M | Sell |
755,223
-12,105
| -2% | -$3.6M | 3.15% | 4 |
|
|
2025
Q2 | $222M | Buy |
767,328
+11,988
| +2% | +$3.06M | 3.1% | 4 |
|
|
2025
Q1 | $185M | Sell |
755,340
-6,127
| -0.8% | -$1.56M | 2.73% | 6 |
|
|
2024
Q4 | $183M | Sell |
761,467
-8,025
| -1% | -$1.87M | 2.65% | 6 |
|
|
2024
Q3 | $162M | Sell |
769,492
-21,301
| -3% | -$4.49M | 2.33% | 8 |
|
|
2024
Q2 | $160M | Sell |
790,793
-6,777
| -0.8% | -$1.32M | 2.43% | 6 |
|
|
2024
Q1 | $160M | Sell |
797,570
-23,547
| -3% | -$4.25M | 2.46% | 6 |
|
|
2023
Q4 | $140M | Buy |
821,117
+2,427
| +0.3% | +$368K | 2.27% | 6 |
|
|
2023
Q3 | $119M | Buy |
818,690
+5,039
| +0.6% | +$755K | 2.13% | 8 |
|
|
2023
Q2 | $118M | Buy |
813,651
+77,340
| +11% | +$10.6M | 2.05% | 9 |
|
|
2023
Q1 | $95.9M | Buy |
736,311
+11,166
| +2% | +$1.53M | 1.85% | 10 |
|
|
2022
Q4 | $97.2M | Buy |
725,145
+5,231
| +0.7% | +$663K | 1.96% | 11 |
|
|
2022
Q3 | $75.2M | Sell |
719,914
-883
| -0.1% | -$101K | 1.62% | 11 |
|
|
2022
Q2 | $81.2M | Buy |
720,797
+2,832
| +0.4% | +$351K | 1.64% | 12 |
|
|
2022
Q1 | $97.9M | Buy |
717,965
+38,401
| +6% | +$5.67M | 1.71% | 10 |
|
|
2021
Q4 | $108M | Buy |
679,564
+2,888
| +0.4% | +$474K | 1.82% | 10 |
|
|
2021
Q3 | $111M | Buy |
676,676
+3,178
| +0.5% | +$498K | 2.11% | 8 |
|
|
2021
Q2 | $105M | Buy |
673,498
+1,704
| +0.3% | +$268K | 2% | 9 |
|
|
2021
Q1 | $102M | Buy |
671,794
+5,582
| +0.8% | +$803K | 2.06% | 9 |
|
|
2020
Q4 | $84.7M | Sell |
666,212
-67
| -0% | -$7.49K | 1.81% | 12 |
|
|
2020
Q3 | $64.1M | Buy |
666,279
+10,824
| +2% | +$1.06M | 1.5% | 15 |
|
|
2020
Q2 | $61.7M | Buy |
655,455
+11,981
| +2% | +$1.14M | 1.61% | 14 |
|
|
2020
Q1 | $57.9M | Buy |
643,474
+793
| +0.1% | +$96.3K | 1.76% | 11 |
|
|
2019
Q4 | $89.6M | Sell |
642,681
-1,013
| -0.2% | -$130K | 2.19% | 9 |
|
|
2019
Q3 | $75.8M | Buy |
643,694
+401,532
| +166% | +$45.4M | 1.99% | 11 |
|
|
2019
Q2 | $27.1M | Buy |
242,162
+15,724
| +7% | +$1.73M | 1.01% | 37 |
|
|
2019
Q1 | $22.9M | Buy |
226,438
+132,552
| +141% | +$13.7M | 0.88% | 47 |
|
|
2018
Q4 | $9.17M | Sell |
93,886
-4,135
| -4% | -$441K | 0.39% | 63 |
|
|
2018
Q3 | $11.1M | Buy |
98,021
+546
| +0.6% | +$62K | 0.41% | 65 |
|
|
2018
Q2 | $10.2M | Buy |
97,475
+1,395
| +1% | +$153K | 0.41% | 66 |
|
|
2018
Q1 | $10.6M | Buy |
+96,080
| New | +$10.9M | 0.44% | 66 |
|
Other funds holding JPM
VCM
VPM
Bartlett & Co Wealth Management's JPM Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, selling an estimated $2.49M and leaving 738,691 shares worth $227M. The position accounts for 2.91% of the portfolio, ranked #7.
Bartlett & Co Wealth Management first reported a position in JPM in Q1 2018 and has held it in 33 quarters since. The position peaked at $241M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Bartlett & Co Wealth Management held 738,691 shares of JPMorgan Chase worth $227M as of Q1 2026.
- Bartlett & Co Wealth Management sold 8,192 JPMorgan Chase shares in Q1 2026, an estimated $2.49M.
- JPMorgan Chase made up 2.91% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #7 holding.
- Bartlett & Co Wealth Management first reported a position in JPMorgan Chase in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's JPMorgan Chase position peaked at $241M in Q4 2025.
- 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.