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BlackDiamond Wealth Management’s JPMorgan Chase JPM Stock Holding History

BlackDiamond 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 		$2.43M Sell
8,261
-183
-2% -$55.5K 1.17% 21
2025
Q4 		$2.72M Sell
8,444
-1,023
-11% -$317K 1.33% 22
2025
Q3 		$2.99M Sell
9,467
-6,973
-42% -$2.07M 1.63% 19
2025
Q2 		$4.77M Buy
16,440
+7,384
+82% +$1.88M 2.76% 6
2025
Q1 		$2.29M Sell
9,056
-3,024
-25% -$771K 1.55% 19
2024
Q4 		$2.9M Buy
12,080
+354
+3% +$82.5K 1.67% 16
2024
Q3 		$2.81M Buy
11,726
+257
+2% +$54.1K 1.7% 18
2024
Q2 		$2.34M Buy
11,469
+159
+1% +$31.1K 1.54% 20
2024
Q1 		$2.27M Sell
11,310
-38
-0.3% -$6.86K 1.61% 18
2023
Q4 		$1.98M Buy
11,348
+1,288
+13% +$195K 1.45% 19
2023
Q3 		$1.38M Sell
10,060
-582
-5% -$87.2K 1.25% 23
2023
Q2 		$1.67M Buy
10,642
+169
+2% +$23.2K 1.41% 18
2023
Q1 		$1.44M Buy
10,473
+71
+0.7% +$9.73K 1.48% 17
2022
Q4 		$1.44M Buy
10,402
+57
+0.6% +$7.22K 1.63% 17
2022
Q3 		$1.27M Sell
10,345
-381
-4% -$43.7K 1.53% 21
2022
Q2 		$1.23M Sell
10,726
-20
-0.2% -$2.48K 1.53% 20
2022
Q1 		$1.47M Sell
10,746
-261
-2% -$38.5K 1.75% 19
2021
Q4 		$1.74M Buy
+11,007
New +$1.81M 2% 11

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

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

BlackDiamond Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.2% in Q1 2026, selling an estimated $55.5K and leaving 8,261 shares worth $2.43M. The position accounts for 1.17% of the portfolio, ranked #21.

BlackDiamond Wealth Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.77M in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • BlackDiamond Wealth Management held 8,261 shares of JPMorgan Chase worth $2.43M as of Q1 2026.
  • BlackDiamond Wealth Management sold 183 JPMorgan Chase shares in Q1 2026, an estimated $55.5K.
  • JPMorgan Chase made up 1.17% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #21 holding.
  • BlackDiamond Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • BlackDiamond Wealth Management's JPMorgan Chase position peaked at $4.77M in Q2 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.