Darden Wealth Group’s JPMorgan Chase JPM Stock Holding History

Darden Wealth Group’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	$1.72M	Buy	5,845 +1,175	+25%	+$357K	0.88%	24
2025 Q4	$1.51M	Buy	4,670 +13	+0.3%	+$4.03K	0.73%	34
2025 Q3	$1.47M	Sell	4,657 -13	-0.3%	-$3.87K	0.77%	31
2025 Q2	$1.35M	Sell	4,670 -210	-4%	-$53.6K	0.82%	27
2025 Q1	$1.2M	Hold	4,880	–	–	0.93%	29
2024 Q4	$1.17M	Buy	4,880 +490	+11%	+$114K	0.79%	31
2024 Q3	$926K	Buy	4,390 +10	+0.2%	+$2.11K	0.66%	41
2024 Q2	$886K	Buy	4,380 +60	+1%	+$11.7K	0.53%	40
2024 Q1	$865K	Sell	4,320 -97	-2%	-$17.5K	0.68%	44
2023 Q4	$751K	Buy	+4,417	New	+$669K	0.72%	38

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

Darden Wealth Group's JPM Position: Q1 2026 in Review

Darden Wealth Group increased its JPMorgan Chase (JPM) stake by 25% in Q1 2026, buying an estimated $357K and bringing the position to 5,845 shares worth $1.72M. The position accounts for 0.88% of the portfolio, ranked #24.

Darden Wealth Group first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Darden Wealth Group held 5,845 shares of JPMorgan Chase worth $1.72M as of Q1 2026.
Darden Wealth Group bought 1,175 JPMorgan Chase shares in Q1 2026, an estimated $357K.
JPMorgan Chase made up 0.88% of Darden Wealth Group's portfolio in Q1 2026, its #24 holding.
Darden Wealth Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.