Cassaday & Co Wealth Management’s JPMorgan Chase JPM Stock Holding History

Cassaday & Co 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	$5.76M	Sell	19,570 -930	-5%	-$282K	0.12%	41
2025 Q4	$6.61M	Sell	20,500 -1,746	-8%	-$541K	0.14%	40
2025 Q3	$7.02M	Buy	22,246 +271	+1%	+$80.6K	0.16%	38
2025 Q2	$6.37M	Buy	21,975 +213	+1%	+$54.4K	0.16%	38
2025 Q1	$5.34M	Buy	21,762 +756	+4%	+$193K	0.15%	36
2024 Q4	$5.04M	Buy	21,006 +710	+3%	+$165K	0.14%	38
2024 Q3	$4.28M	Buy	20,296 +290	+1%	+$61.1K	0.12%	39
2024 Q2	$4.05M	Sell	20,006 -203	-1%	-$39.7K	0.13%	39
2024 Q1	$4.05M	Sell	20,209 -316	-2%	-$57K	0.13%	39
2023 Q4	$3.49M	Buy	20,525 +76	+0.4%	+$11.5K	0.12%	38
2023 Q3	$2.97M	Sell	20,449 -824	-4%	-$124K	0.12%	42
2023 Q2	$3.09M	Sell	21,273 -331	-2%	-$45.5K	0.12%	40
2023 Q1	$2.82M	Sell	21,604 -690	-3%	-$94.5K	0.12%	40
2022 Q4	$2.99M	Buy	+22,294	New	+$2.82M	0.14%	37

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

Cassaday & Co Wealth Management's JPM Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its JPMorgan Chase (JPM) stake by 4.5% in Q1 2026, selling an estimated $282K and leaving 19,570 shares worth $5.76M. The position accounts for 0.12% of the portfolio, ranked #41.

Cassaday & Co Wealth Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.02M in Q3 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Cassaday & Co Wealth Management held 19,570 shares of JPMorgan Chase worth $5.76M as of Q1 2026.
Cassaday & Co Wealth Management sold 930 JPMorgan Chase shares in Q1 2026, an estimated $282K.
JPMorgan Chase made up 0.12% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #41 holding.
Cassaday & Co Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's JPMorgan Chase position peaked at $7.02M in Q3 2025.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.