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Bernard Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bernard 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 		$3.74M Buy
12,709
+215
+2% +$65.2K 1.6% 17
2025
Q4 		$4.03M Sell
12,494
-64
-0.5% -$19.8K 1.63% 18
2025
Q3 		$3.96M Buy
12,558
+39
+0.3% +$11.6K 1.65% 18
2025
Q2 		$3.63M Sell
12,519
-5,096
-29% -$1.3M 1.68% 18
2025
Q1 		$4.32M Buy
17,615
+8,984
+104% +$2.29M 2.11% 12
2024
Q4 		$2.07M Buy
+8,631
New +$2.01M 0.97% 23

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

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

Bernard Wealth Management increased its JPMorgan Chase (JPM) stake by 1.7% in Q1 2026, buying an estimated $65.2K and bringing the position to 12,709 shares worth $3.74M. The position accounts for 1.6% of the portfolio, ranked #17.

Bernard Wealth Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.32M in Q1 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Bernard Wealth Management held 12,709 shares of JPMorgan Chase worth $3.74M as of Q1 2026.
  • Bernard Wealth Management bought 215 JPMorgan Chase shares in Q1 2026, an estimated $65.2K.
  • JPMorgan Chase made up 1.6% of Bernard Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Bernard Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's JPMorgan Chase position peaked at $4.32M in Q1 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.