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Endowment Wealth Management’s JPMorgan Chase JPM Stock Holding History

Endowment 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 		$484K Buy
1,645
+15
+0.9% +$4.55K 0.21% 82
2025
Q4 		$525K Buy
1,630
+265
+19% +$82K 0.24% 82
2025
Q3 		$431K Sell
1,365
-131
-9% -$39K 0.2% 90
2025
Q2 		$434K Buy
1,496
+653
+77% +$167K 0.22% 83
2025
Q1 		$207K Buy
+843
New +$215K 0.13% 137

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

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

Endowment Wealth Management increased its JPMorgan Chase (JPM) stake by 0.92% in Q1 2026, buying an estimated $4.55K and bringing the position to 1,645 shares worth $484K. The position accounts for 0.21% of the portfolio, ranked #82.

Endowment Wealth Management first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $525K in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Endowment Wealth Management held 1,645 shares of JPMorgan Chase worth $484K as of Q1 2026.
  • Endowment Wealth Management bought 15 JPMorgan Chase shares in Q1 2026, an estimated $4.55K.
  • JPMorgan Chase made up 0.21% of Endowment Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Endowment Wealth Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • Endowment Wealth Management's JPMorgan Chase position peaked at $525K in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.