Correct Capital Wealth Management’s JPMorgan Chase JPM Stock Holding History

Correct Capital 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	$3.56M	Sell	12,105 -103	-0.8%	-$31.3K	0.66%	24
2025 Q4	$3.93M	Buy	12,208 +718	+6%	+$222K	0.74%	18
2025 Q3	$3.62M	Sell	11,490 -282	-2%	-$83.9K	0.6%	25
2025 Q2	$3.41M	Buy	11,772 +490	+4%	+$125K	0.5%	21
2025 Q1	$2.77M	Sell	11,282 -1,101	-9%	-$281K	0.45%	20
2024 Q4	$2.97M	Buy	12,383 +718	+6%	+$167K	0.59%	17
2024 Q3	$2.46M	Buy	11,665 +1,213	+12%	+$255K	0.54%	22
2024 Q2	$2.11M	Buy	10,452 +1,654	+19%	+$323K	0.49%	22
2024 Q1	$1.76M	Buy	8,798 +1,098	+14%	+$198K	0.41%	32
2023 Q4	$1.31M	Buy	+7,700	New	+$1.17M	0.33%	35

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Correct Capital Wealth Management's JPM Position: Q1 2026 in Review

Correct Capital Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.84% in Q1 2026, selling an estimated $31.3K and leaving 12,105 shares worth $3.56M. The position accounts for 0.66% of the portfolio, ranked #24.

Correct Capital Wealth Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.93M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Correct Capital Wealth Management held 12,105 shares of JPMorgan Chase worth $3.56M as of Q1 2026.
Correct Capital Wealth Management sold 103 JPMorgan Chase shares in Q1 2026, an estimated $31.3K.
JPMorgan Chase made up 0.66% of Correct Capital Wealth Management's portfolio in Q1 2026, its #24 holding.
Correct Capital Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Correct Capital Wealth Management's JPMorgan Chase position peaked at $3.93M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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