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Endeavor Private Wealth’s JPMorgan Chase JPM Stock Holding History

Endeavor Private Wealth’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 		$893K Sell
3,037
-477
-14% -$145K 0.26% 81
2025
Q4 		$1.13M Buy
3,514
+233
+7% +$72.1K 0.32% 73
2025
Q3 		$1.03M Buy
3,281
+428
+15% +$127K 0.32% 74
2025
Q2 		$827K Buy
2,853
+595
+26% +$152K 0.39% 58
2025
Q1 		$554K Buy
2,258
+1,982
+718% +$505K 0.3% 71
2024
Q4 		$66.1K Buy
+276
New +$64.3K 0.06% 105

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

Endeavor Private Wealth's JPM Position: Q1 2026 in Review

Endeavor Private Wealth reduced its JPMorgan Chase (JPM) stake by 14% in Q1 2026, selling an estimated $145K and leaving 3,037 shares worth $893K. The position accounts for 0.26% of the portfolio, ranked #81.

Endeavor Private Wealth first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Endeavor Private Wealth held 3,037 shares of JPMorgan Chase worth $893K as of Q1 2026.
  • Endeavor Private Wealth sold 477 JPMorgan Chase shares in Q1 2026, an estimated $145K.
  • JPMorgan Chase made up 0.26% of Endeavor Private Wealth's portfolio in Q1 2026, its #81 holding.
  • Endeavor Private Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Endeavor Private Wealth's JPMorgan Chase position peaked at $1.13M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.