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Eads & Heald Wealth Management’s JPMorgan Chase JPM Stock Holding History

Eads & Heald 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 		$3.37M Sell
11,447
-192
-2% -$58.3K 1.68% 6
2025
Q4 		$3.75M Sell
11,639
-326
-3% -$101K 1.81% 5
2025
Q3 		$3.77M Sell
11,965
-551
-4% -$164K 1.8% 5
2025
Q2 		$3.63M Sell
12,516
-801
-6% -$204K 1.79% 5
2025
Q1 		$3.27M Sell
13,317
-588
-4% -$150K 1.66% 6
2024
Q4 		$3.33M Sell
13,905
-628
-4% -$146K 1.64% 8
2024
Q3 		$3.06M Sell
14,533
-1,219
-8% -$257K 1.45% 11
2024
Q2 		$3.19M Sell
15,752
-990
-6% -$194K 1.54% 6
2024
Q1 		$3.35M Sell
16,742
-1,544
-8% -$279K 1.56% 6
2023
Q4 		$3.11M Sell
18,286
-373
-2% -$56.5K 1.5% 5
2023
Q3 		$2.71M Sell
18,659
-454
-2% -$68.1K 1.42% 10
2023
Q2 		$2.78M Sell
19,113
-706
-4% -$97.1K 1.37% 14
2023
Q1 		$2.58M Sell
19,819
-201
-1% -$27.5K 1.28% 21
2022
Q4 		$2.69M Buy
20,020
+239
+1% +$30.3K 1.37% 15
2022
Q3 		$2.07M Buy
19,781
+1,005
+5% +$115K 1.17% 29
2022
Q2 		$2.11M Buy
18,776
+825
+5% +$102K 1.14% 34
2022
Q1 		$2.45M Sell
17,951
-67
-0.4% -$9.89K 1.13% 30
2021
Q4 		$2.85M Sell
18,018
-64
-0.4% -$10.5K 1.24% 21
2021
Q3 		$2.96M Buy
18,082
+280
+2% +$43.9K 1.43% 8
2021
Q2 		$2.77M Sell
17,802
-312
-2% -$49K 1.35% 13
2021
Q1 		$2.76M Sell
18,114
-121
-0.7% -$17.4K 1.42% 9
2020
Q4 		$2.32M Buy
18,235
+244
+1% +$27.3K 1.25% 26
2020
Q3 		$1.73M Sell
17,991
-1,616
-8% -$159K 1.04% 42
2020
Q2 		$1.84M Sell
19,607
-158
-0.8% -$15K 1.12% 36
2020
Q1 		$1.78M Sell
19,765
-841
-4% -$102K 1.26% 27
2019
Q4 		$2.87M Sell
20,606
-598
-3% -$76.7K 1.52% 6
2019
Q3 		$2.5M Sell
21,204
-64
-0.3% -$7.24K 1.39% 13
2019
Q2 		$2.38M Sell
21,268
-468
-2% -$51.6K 1.35% 18
2019
Q1 		$2.2M Buy
21,736
+350
+2% +$36.1K 1.27% 24
2018
Q4 		$2.09M Sell
21,386
-363
-2% -$38.7K 1.39% 15
2018
Q3 		$2.45M Sell
21,749
-460
-2% -$52.2K 1.41% 12
2018
Q2 		$2.31M Buy
22,209
+90
+0.4% +$9.87K 1.43% 14
2018
Q1 		$2.43M Sell
22,119
-2,036
-8% -$231K 1.54% 4
2017
Q4 		$2.58M Sell
24,155
-351
-1% -$35.5K 1.52% 3
2017
Q3 		$2.34M Sell
24,506
-409
-2% -$37.7K 1.45% 8
2017
Q2 		$2.28M Sell
24,915
-799
-3% -$68.9K 1.46% 6
2017
Q1 		$2.26M Sell
25,714
-1,990
-7% -$176K 1.46% 6
2016
Q4 		$2.39M Sell
27,704
-2,139
-7% -$163K 1.63% 1
2016
Q3 		$1.99M Sell
29,843
-324
-1% -$21.1K 1.37% 11
2016
Q2 		$1.88M Sell
30,167
-616
-2% -$38.5K 1.29% 19
2016
Q1 		$1.82M Sell
30,783
-280
-0.9% -$16.4K 1.26% 22
2015
Q4 		$2.05M Buy
31,063
+115
+0.4% +$7.49K 1.42% 12
2015
Q3 		$1.89M Sell
30,948
-675
-2% -$44.2K 1.35% 16
2015
Q2 		$2.14M Sell
31,623
-1,310
-4% -$85.5K 1.41% 6
2015
Q1 		$2M Sell
32,933
-1,337
-4% -$79.2K 1.28% 24
2014
Q4 		$2.15M Sell
34,270
-5
-0% -$301 1.36% 19
2014
Q3 		$2.06M Sell
34,275
-1,428
-4% -$83.5K 1.4% 11
2014
Q2 		$2.06M Sell
35,703
-2,851
-7% -$160K 1.37% 23
2014
Q1 		$2.34M Buy
38,554
+312
+0.8% +$18K 1.54% 6
2013
Q4 		$2.24M Sell
38,242
-2
-0% -$110 1.48% 12
2013
Q3 		$1.98M Sell
38,244
-2,599
-6% -$139K 1.41% 18
2013
Q2 		$2.16M Buy
+40,843
New +$2.08M 1.53% 7

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

Eads & Heald Wealth Management's JPM Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, selling an estimated $58.3K and leaving 11,447 shares worth $3.37M. The position accounts for 1.68% of the portfolio, ranked #6.

Eads & Heald Wealth Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.77M in Q3 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Eads & Heald Wealth Management held 11,447 shares of JPMorgan Chase worth $3.37M as of Q1 2026.
  • Eads & Heald Wealth Management sold 192 JPMorgan Chase shares in Q1 2026, an estimated $58.3K.
  • JPMorgan Chase made up 1.68% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Eads & Heald Wealth Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's JPMorgan Chase position peaked at $3.77M in Q3 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.