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CCG Wealth Management’s JPMorgan Chase JPM Stock Holding History

CCG 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 		$1.47M Buy
4,992
+2,577
+107% +$782K 0.4% 42
2025
Q4 		$778K Sell
2,415
-131
-5% -$40.6K 0.33% 47
2025
Q3 		$803K Buy
2,546
+603
+31% +$179K 0.38% 38
2025
Q2 		$563K Buy
1,943
+104
+6% +$26.5K 0.3% 45
2025
Q1 		$451K Buy
1,839
+312
+20% +$79.5K 0.27% 47
2024
Q4 		$366K Buy
1,527
+132
+9% +$30.7K 0.2% 53
2024
Q3 		$294K Buy
1,395
+137
+11% +$28.9K 0.16% 57
2024
Q2 		$254K Buy
1,258
+91
+8% +$17.8K 0.14% 55
2024
Q1 		$234K Buy
+1,167
New +$211K 0.14% 64
2023
Q1 		– Sell
-2,083
Closed -$279K – 82
2022
Q4 		$279K Buy
+2,083
New +$264K 0.16% 72
2022
Q3 		– Sell
-1,898
Closed -$214K – 106
2022
Q2 		$214K Buy
1,898
+340
+22% +$42.1K 0.12% 98
2022
Q1 		$212K Buy
+1,558
New +$230K 0.1% 114

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

CCG Wealth Management's JPM Position: Q1 2026 in Review

CCG Wealth Management increased its JPMorgan Chase (JPM) stake by 107% in Q1 2026, buying an estimated $782K and bringing the position to 4,992 shares worth $1.47M. The position accounts for 0.4% of the portfolio, ranked #42.

CCG Wealth Management first reported a position in JPM in Q1 2022 and has held it in 12 quarters since. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • CCG Wealth Management held 4,992 shares of JPMorgan Chase worth $1.47M as of Q1 2026.
  • CCG Wealth Management bought 2,577 JPMorgan Chase shares in Q1 2026, an estimated $782K.
  • JPMorgan Chase made up 0.4% of CCG Wealth Management's portfolio in Q1 2026, its #42 holding.
  • CCG Wealth Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 12 quarters since.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.