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Denver PWM’s JPMorgan Chase JPM Stock Holding History

Denver PWM’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 		$580K Buy
1,919
+172
+10% +$52.2K 0.2% 50
2025
Q4 		$507K Hold
1,747
– – 0.17% 47
2025
Q3 		$507K Hold
1,747
– – 0.16% 49
2025
Q2 		$507K Buy
1,747
+436
+33% +$111K 0.16% 49
2025
Q1 		$322K Buy
1,311
+688
+110% +$175K 0.12% 52
2024
Q4 		$149K Sell
623
-134
-18% -$31.2K 0.06% 61
2024
Q3 		$160K Sell
757
-432
-36% -$91K 0.06% 65
2024
Q2 		$241K Sell
1,189
-389
-25% -$76K 0.1% 59
2024
Q1 		$311K Sell
1,578
-225
-12% -$40.6K 0.12% 72
2023
Q4 		$310K Sell
1,803
-292
-14% -$44.3K 0.14% 64
2023
Q3 		$300K Buy
2,095
+236
+13% +$35.4K 0.13% 76
2023
Q2 		$270K Hold
1,859
– – 0.11% 80
2023
Q1 		$255K Sell
1,859
-349
-16% -$47.8K 0.11% 82
2022
Q4 		$296K Sell
2,208
-60
-3% -$7.6K 0.14% 80
2022
Q3 		$244K Buy
2,268
+32
+1% +$3.67K 0.14% 79
2022
Q2 		$253K Buy
2,236
+44
+2% +$5.45K 0.12% 80
2022
Q1 		$297K Buy
2,192
+549
+33% +$81K 0.12% 82
2021
Q4 		$266K Buy
1,643
+404
+33% +$66.3K 0.1% 86
2021
Q3 		$203K Buy
+1,239
New +$194K 0.08% 93
2019
Q4 		– Sell
-302
Closed -$35.5K – 159
2019
Q3 		$35.5K Buy
+302
New +$34.2K 0.02% 146

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

Denver PWM's JPM Position: Q1 2026 in Review

Denver PWM increased its JPMorgan Chase (JPM) stake by 9.8% in Q1 2026, buying an estimated $52.2K and bringing the position to 1,919 shares worth $580K. The position accounts for 0.2% of the portfolio, ranked #50.

Denver PWM first reported a position in JPM in Q3 2019 and has held it in 20 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Denver PWM held 1,919 shares of JPMorgan Chase worth $580K as of Q1 2026.
  • Denver PWM bought 172 JPMorgan Chase shares in Q1 2026, an estimated $52.2K.
  • JPMorgan Chase made up 0.2% of Denver PWM's portfolio in Q1 2026, its #50 holding.
  • Denver PWM first reported a position in JPMorgan Chase in Q3 2019 and has held it in 20 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Denver PWM's 13F filing for Q1 2026, filed 13 May 2026.