Entruity Wealth’s JPMorgan Chase JPM Stock Holding History

Entruity 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	$403K	Hold	1,370	–	–	0.27%	39
2025 Q4	$441K	Hold	1,370	–	–	0.31%	36
2025 Q3	$432K	Hold	1,370	–	–	0.34%	34
2025 Q2	$397K	Hold	1,370	–	–	0.34%	34
2025 Q1	$336K	Hold	1,370	–	–	0.32%	34
2024 Q4	$328K	Buy	+1,370	New	+$319K	0.33%	35

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Entruity Wealth's JPM Position: Q1 2026 in Review

Entruity Wealth held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,370 shares worth $403K. The position accounts for 0.27% of the portfolio, ranked #39.

Entruity Wealth first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $441K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Entruity Wealth held 1,370 shares of JPMorgan Chase worth $403K as of Q1 2026.
Entruity Wealth left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.27% of Entruity Wealth's portfolio in Q1 2026, its #39 holding.
Entruity Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Entruity Wealth's JPMorgan Chase position peaked at $441K in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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