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Defined Wealth Management’s JPMorgan Chase JPM Stock Holding History

Defined 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 		$2.25M Sell
7,634
-22
-0.3% -$6.68K 1.32% 23
2025
Q4 		$2.47M Sell
7,656
-745
-9% -$231K 1.42% 22
2025
Q3 		$2.65M Sell
8,401
-264
-3% -$78.5K 1.54% 20
2025
Q2 		$2.51M Sell
8,665
-17
-0.2% -$4.34K 1.55% 20
2025
Q1 		$2.13M Sell
8,682
-271
-3% -$69.1K 1.43% 22
2024
Q4 		$2.15M Buy
8,953
+60
+0.7% +$14K 1.42% 23
2024
Q3 		$1.88M Buy
8,893
+73
+0.8% +$15.4K 1.22% 26
2024
Q2 		$1.78M Buy
8,820
+64
+0.7% +$12.5K 1.24% 25
2024
Q1 		$1.75M Buy
8,756
+7
+0.1% +$1.26K 1.26% 24
2023
Q4 		$1.49M Buy
8,749
+43
+0.5% +$6.52K 1.14% 25
2023
Q3 		$1.26M Sell
8,706
-27
-0.3% -$4.05K 1.08% 27
2023
Q2 		$1.27M Buy
8,733
+147
+2% +$20.2K 1.07% 26
2023
Q1 		$1.12M Hold
8,586
– – 1.04% 27
2022
Q4 		$1.15M Hold
8,586
– – 1.08% 25
2022
Q3 		$897K Hold
8,586
– – 0.98% 28
2022
Q2 		$967K Hold
8,586
– – 0.99% 26
2022
Q1 		$1.17M Hold
8,586
– – 1.03% 24
2021
Q4 		$1.36M Hold
8,586
– – 1.11% 23
2021
Q3 		$1.41M Buy
8,586
+47
+0.6% +$7.37K 1.25% 21
2021
Q2 		$1.33M Buy
8,539
+20
+0.2% +$3.14K 1.18% 22
2021
Q1 		$1.3M Hold
8,519
– – 1.23% 22
2020
Q4 		$1.08M Buy
+8,519
New +$952K 1.07% 24

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

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

Defined Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.29% in Q1 2026, selling an estimated $6.68K and leaving 7,634 shares worth $2.25M. The position accounts for 1.32% of the portfolio, ranked #23.

Defined Wealth Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.65M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Defined Wealth Management held 7,634 shares of JPMorgan Chase worth $2.25M as of Q1 2026.
  • Defined Wealth Management sold 22 JPMorgan Chase shares in Q1 2026, an estimated $6.68K.
  • JPMorgan Chase made up 1.32% of Defined Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Defined Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Defined Wealth Management's JPMorgan Chase position peaked at $2.65M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.