Berry Wealth Group’s JPMorgan Chase JPM Stock Holding History

Berry Wealth Group’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	$1.98M	Sell	6,746 -378	-5%	-$115K	7.42%	5
2025 Q4	$2.3M	Sell	7,124 -382	-5%	-$118K	8.06%	4
2025 Q3	$2.37M	Sell	7,506 -20,704	-73%	-$6.16M	7.73%	6
2025 Q2	$8.18M	Buy	28,210 +25	+0.1%	+$6.38K	5.72%	3
2025 Q1	$6.91M	Sell	28,185 -740	-3%	-$189K	5.41%	4
2024 Q4	$6.93M	Sell	28,925 -528	-2%	-$123K	5%	6
2024 Q3	$6.21M	Buy	29,453 +216	+0.7%	+$45.5K	4.45%	6
2024 Q2	$5.91M	Buy	29,237 +644	+2%	+$126K	4.72%	7
2024 Q1	$5.73M	Sell	28,593 -1,337	-4%	-$241K	4.75%	7
2023 Q4	$5.09M	Buy	+29,930	New	+$4.54M	4.68%	7

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Berry Wealth Group's JPM Position: Q1 2026 in Review

Berry Wealth Group reduced its JPMorgan Chase (JPM) stake by 5.3% in Q1 2026, selling an estimated $115K and leaving 6,746 shares worth $1.98M. The position accounts for 7.42% of the portfolio, ranked #5.

Berry Wealth Group first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.18M in Q2 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Berry Wealth Group held 6,746 shares of JPMorgan Chase worth $1.98M as of Q1 2026.
Berry Wealth Group sold 378 JPMorgan Chase shares in Q1 2026, an estimated $115K.
JPMorgan Chase made up 7.42% of Berry Wealth Group's portfolio in Q1 2026, its #5 holding.
Berry Wealth Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Berry Wealth Group's JPMorgan Chase position peaked at $8.18M in Q2 2025.
5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.