Campbell Deegan Wealth Management’s JPMorgan Chase JPM Stock Holding History

Campbell Deegan 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	$256K	Buy	869 +35	+4%	+$10.6K	0.2%	37
2025 Q4	$269K	Buy	834 +10	+1%	+$3.1K	0.22%	37
2025 Q3	$260K	Hold	824	–	–	0.23%	36
2025 Q2	$239K	Buy	824 +4	+0.5%	+$1.02K	0.24%	36
2025 Q1	$201K	Sell	820 -72	-8%	-$18.4K	0.23%	39
2024 Q4	$214K	Buy	+892	New	+$208K	0.26%	40

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Campbell Deegan Wealth Management's JPM Position: Q1 2026 in Review

Campbell Deegan Wealth Management increased its JPMorgan Chase (JPM) stake by 4.2% in Q1 2026, buying an estimated $10.6K and bringing the position to 869 shares worth $256K. The position accounts for 0.2% of the portfolio, ranked #37.

Campbell Deegan Wealth Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $269K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Campbell Deegan Wealth Management held 869 shares of JPMorgan Chase worth $256K as of Q1 2026.
Campbell Deegan Wealth Management bought 35 JPMorgan Chase shares in Q1 2026, an estimated $10.6K.
JPMorgan Chase made up 0.2% of Campbell Deegan Wealth Management's portfolio in Q1 2026, its #37 holding.
Campbell Deegan Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Campbell Deegan Wealth Management's JPMorgan Chase position peaked at $269K in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Campbell Deegan Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.