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Center for Wealth Management Advisory’s JPMorgan Chase JPM Stock Holding History

Center for Wealth Management Advisory’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 		$297K Buy
1,010
+1
+0.1% +$303 0.21% 53
2025
Q4 		$325K Buy
+1,009
New +$312K 0.24% 52

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

Center for Wealth Management Advisory's JPM Position: Q1 2026 in Review

Center for Wealth Management Advisory increased its JPMorgan Chase (JPM) stake by 0.1% in Q1 2026, buying an estimated $303 and bringing the position to 1,010 shares worth $297K. The position accounts for 0.21% of the portfolio, ranked #53.

Center for Wealth Management Advisory first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $325K in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Center for Wealth Management Advisory held 1,010 shares of JPMorgan Chase worth $297K as of Q1 2026.
  • Center for Wealth Management Advisory bought 1 JPMorgan Chase share in Q1 2026, an estimated $303.
  • JPMorgan Chase made up 0.21% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #53 holding.
  • Center for Wealth Management Advisory first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Center for Wealth Management Advisory's JPMorgan Chase position peaked at $325K in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.