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Cordatus Wealth Management’s JPMorgan Chase JPM Stock Holding History

Cordatus 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 		$10.7M Sell
36,391
-63
-0.2% -$19.1K 2.55% 7
2025
Q4 		$11.7M Sell
36,454
-107
-0.3% -$33.1K 2.72% 7
2025
Q3 		$11.5M Buy
36,561
+80
+0.2% +$23.8K 2.72% 7
2025
Q2 		$10.6M Sell
36,481
-70
-0.2% -$17.9K 2.6% 7
2025
Q1 		$8.97M Buy
36,551
+149
+0.4% +$38K 2.46% 8
2024
Q4 		$8.73M Buy
36,402
+480
+1% +$112K 2.3% 7
2024
Q3 		$7.57M Buy
35,922
+330
+0.9% +$69.5K 2.72% 7
2024
Q2 		$7.2M Buy
35,592
+37
+0.1% +$7.23K 2.7% 6
2024
Q1 		$7.12M Sell
35,555
-55
-0.2% -$9.92K 5.16% 4
2023
Q4 		$6.06M Sell
35,610
-554
-2% -$84K 5.01% 4
2023
Q3 		$5.24M Sell
36,164
-807
-2% -$121K 4.79% 4
2023
Q2 		$5.38M Buy
36,971
+11,930
+48% +$1.64M 2.02% 7
2023
Q1 		$3.26M Buy
25,041
+35
+0.1% +$4.8K 4.16% 4
2022
Q4 		$3.35M Buy
+25,006
New +$3.17M 4.92% 3
2022
Q3 		– Sell
-23,755
Closed -$2.67M – 110
2022
Q2 		$2.67M Buy
23,755
+573
+2% +$71K 1.25% 20
2022
Q1 		$3.16M Sell
23,182
-2,863
-11% -$423K 1.11% 13
2021
Q4 		$4.12M Buy
26,045
+4,577
+21% +$752K 1.21% 17
2021
Q3 		$3.51M Buy
+21,468
New +$3.37M 2.7% 9
2021
Q1 		$3.16M Buy
20,732
+482
+2% +$69.3K 1.21% 15
2020
Q4 		$2.57M Buy
20,250
+35
+0.2% +$3.91K 1.09% 25
2020
Q3 		$1.95M Buy
20,215
+78
+0.4% +$7.66K 0.94% 37
2020
Q2 		$1.89M Buy
20,137
+7,461
+59% +$708K 1.04% 28
2020
Q1 		$1.14M Buy
12,676
+3,479
+38% +$423K 0.82% 49
2019
Q4 		$1.28M Buy
9,197
+1,487
+19% +$191K 0.64% 56
2019
Q3 		$907K Buy
7,710
+1,359
+21% +$154K 0.47% 72
2019
Q2 		$710K Buy
6,351
+226
+4% +$24.9K 0.41% 80
2019
Q1 		$620K Buy
6,125
+1,014
+20% +$104K 0.34% 92
2018
Q4 		$499K Buy
+5,111
New +$545K 0.36% 70

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

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

Cordatus Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.17% in Q1 2026, selling an estimated $19.1K and leaving 36,391 shares worth $10.7M. The position accounts for 2.55% of the portfolio, ranked #7.

Cordatus Wealth Management first reported a position in JPM in Q4 2018 and has held it in 28 quarters since. The position peaked at $11.7M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Cordatus Wealth Management held 36,391 shares of JPMorgan Chase worth $10.7M as of Q1 2026.
  • Cordatus Wealth Management sold 63 JPMorgan Chase shares in Q1 2026, an estimated $19.1K.
  • JPMorgan Chase made up 2.55% of Cordatus Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Cordatus Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 28 quarters since.
  • Cordatus Wealth Management's JPMorgan Chase position peaked at $11.7M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.