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Curio Wealth’s JPMorgan Chase JPM Stock Holding History

Curio Wealth’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 		$141K Buy
480
+21
+5% +$6.37K 0.05% 87
2025
Q4 		$151K Buy
459
+79
+21% +$24.5K 0.05% 89
2025
Q3 		$120K Sell
380
-62
-14% -$18.4K 0.05% 91
2025
Q2 		$128K Buy
442
+438
+10,950% +$112K 0.06% 88
2025
Q1 		$106K Sell
4
-376
-99% -$95.9K 0.06% 96
2024
Q4 		$91.1K Buy
+380
New +$88.5K 0.05% 97

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

Curio Wealth's JPM Position: Q1 2026 in Review

Curio Wealth increased its JPMorgan Chase (JPM) stake by 4.6% in Q1 2026, buying an estimated $6.37K and bringing the position to 480 shares worth $141K. The position accounts for 0.05% of the portfolio, ranked #87.

Curio Wealth first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $151K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Curio Wealth held 480 shares of JPMorgan Chase worth $141K as of Q1 2026.
  • Curio Wealth bought 21 JPMorgan Chase shares in Q1 2026, an estimated $6.37K.
  • JPMorgan Chase made up 0.05% of Curio Wealth's portfolio in Q1 2026, its #87 holding.
  • Curio Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Curio Wealth's JPMorgan Chase position peaked at $151K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.