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Beverly Hills Private Wealth’s JPMorgan Chase JPM Stock Holding History

Beverly Hills 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
2024
Q2 		– Sell
-4,400
Closed -$881 – 358
2024
Q1 		$881 Hold
4,400
– – ﹤0.01% 356
2023
Q4 		$748 Buy
4,400
+2,000
+83% +$303K ﹤0.01% 335
2023
Q3 		$348 Buy
+2,400
New +$360K ﹤0.01% 296

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

Beverly Hills Private Wealth's JPM Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its JPMorgan Chase (JPM) stake by 0.51% in Q1 2026, selling an estimated $72.2K and leaving 46,433 shares worth $13.7M. The position accounts for 2.28% of the portfolio, ranked #4.

Beverly Hills Private Wealth first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $16.1M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Beverly Hills Private Wealth held 46,433 shares of JPMorgan Chase worth $13.7M as of Q1 2026.
  • Beverly Hills Private Wealth sold 238 JPMorgan Chase shares in Q1 2026, an estimated $72.2K.
  • JPMorgan Chase made up 2.28% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #4 holding.
  • Beverly Hills Private Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's JPMorgan Chase position peaked at $16.1M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.