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Collaborative Wealth Management’s JPMorgan Chase JPM Stock Holding History

Collaborative 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 		– Sell
-2,515
Closed -$810K – 202
2025
Q4 		$810K Buy
+2,515
New +$779K 0.29% 77

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

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

Collaborative Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 2,515 shares — an estimated $810K sold.

Collaborative Wealth Management first reported a position in JPM in Q4 2025 and held it in 1 quarter. The position peaked at $810K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Collaborative Wealth Management reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 2,515 JPMorgan Chase shares in Q1 2026, an estimated $810K.
  • Collaborative Wealth Management first reported a position in JPMorgan Chase in Q4 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's JPMorgan Chase position peaked at $810K in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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