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BCWM LLC’s JPMorgan Chase JPM Stock Holding History

BCWM LLC’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 		$8.21M Sell
27,909
-724
-3% -$220K 2.33% 21
2025
Q4 		$9.23M Sell
28,633
-6,096
-18% -$1.89M 2.76% 15
2025
Q3 		$11M Sell
34,729
-7,040
-17% -$2.09M 3.28% 10
2025
Q2 		$12.1M Sell
41,769
-998
-2% -$255K 3.84% 4
2025
Q1 		$10.5M Sell
42,767
-737
-2% -$188K 3.65% 6
2024
Q4 		$10.4M Buy
+43,504
New +$10.1M 3.71% 6
2024
Q2 		$9.28M Buy
45,861
+1,438
+3% +$281K 3.34% 7
2024
Q1 		$8.9M Sell
44,423
-15,129
-25% -$2.73M 3.06% 8
2023
Q4 		$10.1M Sell
59,552
-900
-1% -$136K 3.43% 4
2023
Q3 		$8.77M Sell
60,452
-1,766
-3% -$265K 3.2% 6
2023
Q2 		$9.05M Buy
62,218
+68
+0.1% +$9.35K 2.98% 7
2023
Q1 		$8.1M Buy
62,150
+6,173
+11% +$846K 2.57% 14
2022
Q4 		$7.51M Buy
55,977
+280
+0.5% +$35.5K 2.47% 15
2022
Q3 		$5.82M Buy
55,697
+1,298
+2% +$149K 2.11% 21
2022
Q2 		$6.13M Buy
54,399
+1,862
+4% +$231K 2.09% 23
2022
Q1 		$7.16M Buy
52,537
+747
+1% +$110K 2.14% 22
2021
Q4 		$8.2M Buy
51,790
+220
+0.4% +$36.1K 2.41% 19
2021
Q3 		$8.44M Buy
51,570
+821
+2% +$129K 2.52% 16
2021
Q2 		$7.89M Buy
+50,749
New +$7.97M 2.33% 22

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

BCWM LLC's JPM Position: Q1 2026 in Review

BCWM LLC reduced its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, selling an estimated $220K and leaving 27,909 shares worth $8.21M. The position accounts for 2.33% of the portfolio, ranked #21.

BCWM LLC first reported a position in JPM in Q2 2021 and has held it in 19 quarters since. The position peaked at $12.1M in Q2 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • BCWM LLC held 27,909 shares of JPMorgan Chase worth $8.21M as of Q1 2026.
  • BCWM LLC sold 724 JPMorgan Chase shares in Q1 2026, an estimated $220K.
  • JPMorgan Chase made up 2.33% of BCWM LLC's portfolio in Q1 2026, its #21 holding.
  • BCWM LLC first reported a position in JPMorgan Chase in Q2 2021 and has held it in 19 quarters since.
  • BCWM LLC's JPMorgan Chase position peaked at $12.1M in Q2 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on BCWM LLC's 13F filing for Q1 2026, filed 14 May 2026.