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Challenger Wealth Management’s JPMorgan Chase JPM Stock Holding History

Challenger 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 		$1.17M Sell
3,991
-10
-0.2% -$3.04K 0.94% 23
2025
Q4 		$1.29M Hold
4,001
– – 0.98% 22
2025
Q3 		$1.26M Sell
4,001
-453
-10% -$135K 0.99% 23
2025
Q2 		$1.29M Sell
4,454
-9
-0.2% -$2.3K 0.9% 26
2025
Q1 		$1.09M Buy
4,463
+528
+13% +$135K 0.87% 25
2024
Q4 		$943K Buy
+3,935
New +$917K 0.81% 26

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

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

Challenger Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.25% in Q1 2026, selling an estimated $3.04K and leaving 3,991 shares worth $1.17M. The position accounts for 0.94% of the portfolio, ranked #23.

Challenger Wealth Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q2 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Challenger Wealth Management held 3,991 shares of JPMorgan Chase worth $1.17M as of Q1 2026.
  • Challenger Wealth Management sold 10 JPMorgan Chase shares in Q1 2026, an estimated $3.04K.
  • JPMorgan Chase made up 0.94% of Challenger Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Challenger Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Challenger Wealth Management's JPMorgan Chase position peaked at $1.29M in Q2 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.