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BKM Wealth Management’s JPMorgan Chase JPM Stock Holding History

BKM 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 		$5.72M Sell
19,455
-175
-0.9% -$53.1K 2.09% 8
2025
Q4 		$6.33M Buy
19,630
+1,763
+10% +$546K 2.31% 8
2025
Q3 		$5.64M Buy
17,867
+536
+3% +$159K 2.08% 8
2025
Q2 		$5.02M Buy
17,331
+35
+0.2% +$8.93K 1.96% 10
2025
Q1 		$4.24M Buy
17,296
+961
+6% +$245K 1.75% 10
2024
Q4 		$3.92M Buy
16,335
+938
+6% +$218K 1.61% 13
2024
Q3 		$3.25M Buy
15,397
+3,412
+28% +$719K 1.32% 18
2024
Q2 		$2.42M Sell
11,985
-2,675
-18% -$523K 1.17% 20
2024
Q1 		$2.94M Buy
14,660
+297
+2% +$53.6K 1.26% 17
2023
Q4 		$2.44M Buy
+14,363
New +$2.18M 1.04% 20

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

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

BKM Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.89% in Q1 2026, selling an estimated $53.1K and leaving 19,455 shares worth $5.72M. The position accounts for 2.09% of the portfolio, ranked #8.

BKM Wealth Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.33M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • BKM Wealth Management held 19,455 shares of JPMorgan Chase worth $5.72M as of Q1 2026.
  • BKM Wealth Management sold 175 JPMorgan Chase shares in Q1 2026, an estimated $53.1K.
  • JPMorgan Chase made up 2.09% of BKM Wealth Management's portfolio in Q1 2026, its #8 holding.
  • BKM Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's JPMorgan Chase position peaked at $6.33M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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