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Denver Wealth Management’s JPMorgan Chase JPM Stock Holding History

Denver 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 		$546K Buy
1,856
+29
+2% +$8.8K 0.19% 59
2025
Q4 		$589K Sell
1,827
-12
-0.7% -$3.71K 0.21% 50
2025
Q3 		$580K Sell
1,839
-6
-0.3% -$1.78K 0.21% 50
2025
Q2 		$535K Sell
1,845
-13
-0.7% -$3.32K 0.22% 50
2025
Q1 		$456K Buy
1,858
+5
+0.3% +$1.27K 0.21% 56
2024
Q4 		$444K Buy
1,853
+5
+0.3% +$1.17K 0.2% 51
2024
Q3 		$390K Buy
1,848
+8
+0.4% +$1.69K 0.18% 57
2024
Q2 		$372K Sell
1,840
-46
-2% -$8.99K 0.19% 57
2024
Q1 		$378K Buy
1,886
+9
+0.5% +$1.62K 0.19% 55
2023
Q4 		$319K Buy
1,877
+12
+0.6% +$1.82K 0.18% 54
2023
Q3 		$271K Buy
1,865
+117
+7% +$17.5K 0.18% 61
2023
Q2 		$254K Sell
1,748
-90
-5% -$12.4K 0.18% 60
2023
Q1 		$240K Sell
1,838
-133
-7% -$18.2K 0.17% 67
2022
Q4 		$264K Buy
+1,971
New +$250K 0.2% 58
2021
Q4 		$316K Buy
+1,995
New +$328K 0.3% 32
2021
Q1 		$238K Buy
+1,749
New +$252K 0.25% 42

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 Wealth Management's JPM Position: Q1 2026 in Review

Denver Wealth Management increased its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, buying an estimated $8.8K and bringing the position to 1,856 shares worth $546K. The position accounts for 0.19% of the portfolio, ranked #59.

Denver Wealth Management first reported a position in JPM in Q1 2021 and has held it in 16 quarters since. The position peaked at $589K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Denver Wealth Management held 1,856 shares of JPMorgan Chase worth $546K as of Q1 2026.
  • Denver Wealth Management bought 29 JPMorgan Chase shares in Q1 2026, an estimated $8.8K.
  • JPMorgan Chase made up 0.19% of Denver Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Denver Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 16 quarters since.
  • Denver Wealth Management's JPMorgan Chase position peaked at $589K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.