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Cherry Tree Wealth Management’s JPMorgan Chase JPM Stock Holding History

Cherry Tree 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 		$345K Sell
1,172
-1,676
-59% -$509K 0.07% 119
2025
Q4 		$918K Sell
2,848
-70
-2% -$21.7K 0.19% 77
2025
Q3 		$920K Sell
2,918
-246
-8% -$73.2K 0.2% 74
2025
Q2 		$917K Sell
3,164
-78
-2% -$19.9K 0.21% 74
2025
Q1 		$795K Buy
3,242
+73
+2% +$18.6K 0.19% 77
2024
Q4 		$760K Hold
3,169
– – 0.19% 76
2024
Q3 		$668K Hold
3,169
– – 0.16% 80
2024
Q2 		$641K Buy
3,169
+30
+1% +$5.87K 0.16% 76
2024
Q1 		$629K Buy
3,139
+20
+0.6% +$3.61K 0.16% 76
2023
Q4 		$531K Sell
3,119
-842
-21% -$128K 0.14% 80
2023
Q3 		$574K Buy
3,961
+334
+9% +$50.1K 0.17% 75
2023
Q2 		$528K Buy
+3,627
New +$499K 0.15% 80

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cherry Tree Wealth Management's JPM Position: Q1 2026 in Review

Cherry Tree Wealth Management reduced its JPMorgan Chase (JPM) stake by 59% in Q1 2026, selling an estimated $509K and leaving 1,172 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #119.

Cherry Tree Wealth Management first reported a position in JPM in Q2 2023 and has held it in 12 quarters since. The position peaked at $920K in Q3 2025. 5,082 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cherry Tree Wealth Management held 1,172 shares of JPMorgan Chase worth $345K as of Q1 2026.
  • Cherry Tree Wealth Management sold 1,676 JPMorgan Chase shares in Q1 2026, an estimated $509K.
  • JPMorgan Chase made up 0.07% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Cherry Tree Wealth Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's JPMorgan Chase position peaked at $920K in Q3 2025.
  • 5,082 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.