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Boomfish Wealth Group’s JPMorgan Chase JPM Stock Holding History

Boomfish 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 		$2.69M Buy
9,131
+8,048
+743% +$2.44M 1.43% 29
2025
Q4 		$349K Sell
1,083
-366
-25% -$113K 0.19% 75
2025
Q3 		$457K Buy
1,449
+48
+3% +$14.3K 0.25% 72
2025
Q2 		$406K Buy
1,401
+537
+62% +$137K 0.23% 71
2025
Q1 		$212K Sell
864
-54
-6% -$13.8K 0.14% 80
2024
Q4 		$220K Buy
+918
New +$214K 0.13% 88

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

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

Boomfish Wealth Group increased its JPMorgan Chase (JPM) stake by 743% in Q1 2026, buying an estimated $2.44M and bringing the position to 9,131 shares worth $2.69M. The position accounts for 1.43% of the portfolio, ranked #29.

Boomfish Wealth Group first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Boomfish Wealth Group held 9,131 shares of JPMorgan Chase worth $2.69M as of Q1 2026.
  • Boomfish Wealth Group bought 8,048 JPMorgan Chase shares in Q1 2026, an estimated $2.44M.
  • JPMorgan Chase made up 1.43% of Boomfish Wealth Group's portfolio in Q1 2026, its #29 holding.
  • Boomfish Wealth Group first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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