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Cauble & Harre Wealth Management’s JPMorgan Chase JPM Stock Holding History

Cauble & Harre 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 		$476K Sell
1,562
-96
-6% -$29.1K 0.38% 50
2025
Q4 		$534K Buy
+1,658
New +$513K 0.45% 40

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

Cauble & Harre Wealth Management's JPM Position: Q1 2026 in Review

Cauble & Harre Wealth Management reduced its JPMorgan Chase (JPM) stake by 5.8% in Q1 2026, selling an estimated $29.1K and leaving 1,562 shares worth $476K. The position accounts for 0.38% of the portfolio, ranked #50.

Cauble & Harre Wealth Management first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $534K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cauble & Harre Wealth Management held 1,562 shares of JPMorgan Chase worth $476K as of Q1 2026.
  • Cauble & Harre Wealth Management sold 96 JPMorgan Chase shares in Q1 2026, an estimated $29.1K.
  • JPMorgan Chase made up 0.38% of Cauble & Harre Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Cauble & Harre Wealth Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Cauble & Harre Wealth Management's JPMorgan Chase position peaked at $534K in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.