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Concentrum Wealth Management’s JPMorgan Chase JPM Stock Holding History

Concentrum 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 		$965K Buy
3,282
+1,999
+156% +$607K 0.29% 40
2025
Q4 		$413K Sell
1,283
-4
-0.3% -$1.24K 0.12% 59
2025
Q3 		$406K Buy
1,287
+118
+10% +$35.1K 0.12% 48
2025
Q2 		$339K Buy
1,169
+162
+16% +$41.3K 0.11% 53
2025
Q1 		$247K Buy
1,007
+67
+7% +$17.1K 0.09% 72
2024
Q4 		$225K Buy
+940
New +$219K 0.08% 76

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

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

Concentrum Wealth Management increased its JPMorgan Chase (JPM) stake by 156% in Q1 2026, buying an estimated $607K and bringing the position to 3,282 shares worth $965K. The position accounts for 0.29% of the portfolio, ranked #40.

Concentrum Wealth Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Concentrum Wealth Management held 3,282 shares of JPMorgan Chase worth $965K as of Q1 2026.
  • Concentrum Wealth Management bought 1,999 JPMorgan Chase shares in Q1 2026, an estimated $607K.
  • JPMorgan Chase made up 0.29% of Concentrum Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Concentrum Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.