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BWM Planning’s JPMorgan Chase JPM Stock Holding History

BWM Planning’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 		$1.44M Sell
4,883
-97
-2% -$29.4K 0.38% 38
2025
Q4 		$1.6M Buy
4,980
+231
+5% +$71.5K 0.43% 34
2025
Q3 		$1.5M Buy
4,749
+135
+3% +$40.2K 0.45% 34
2025
Q2 		$1.34M Buy
4,614
+229
+5% +$58.4K 0.46% 33
2025
Q1 		$1.08M Buy
4,385
+1
+0% +$255 0.46% 39
2024
Q4 		$1.05M Hold
4,384
– – 0.46% 40
2024
Q3 		$924K Buy
+4,384
New +$923K 0.41% 44

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

BWM Planning's JPM Position: Q1 2026 in Review

BWM Planning reduced its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, selling an estimated $29.4K and leaving 4,883 shares worth $1.44M. The position accounts for 0.38% of the portfolio, ranked #38.

BWM Planning first reported a position in JPM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • BWM Planning held 4,883 shares of JPMorgan Chase worth $1.44M as of Q1 2026.
  • BWM Planning sold 97 JPMorgan Chase shares in Q1 2026, an estimated $29.4K.
  • JPMorgan Chase made up 0.38% of BWM Planning's portfolio in Q1 2026, its #38 holding.
  • BWM Planning first reported a position in JPMorgan Chase in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's JPMorgan Chase position peaked at $1.6M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.