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EPG Wealth Management’s JPMorgan Chase JPM Stock Holding History

EPG 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 		$6.12M Buy
20,813
+155
+0.8% +$47K 1.66% 15
2025
Q4 		$6.66M Buy
20,658
+561
+3% +$174K 1.79% 12
2025
Q3 		$6.34M Sell
20,097
-849
-4% -$253K 1.75% 12
2025
Q2 		$6.07M Sell
20,946
-2,515
-11% -$642K 1.82% 11
2025
Q1 		$5.75M Sell
23,461
-1,523
-6% -$388K 1.6% 12
2024
Q4 		$5.99M Sell
24,984
-1,778
-7% -$414K 1.58% 12
2024
Q3 		$5.64M Buy
+26,762
New +$5.64M 1.42% 13
2024
Q2 		– Sell
-29,180
Closed -$5.7M – 13
2024
Q1 		$5.84M Sell
29,180
-186
-0.6% -$33.6K 1.43% 12
2023
Q4 		$5.12M Sell
29,366
-1,926
-6% -$292K 1.35% 14
2023
Q3 		$4.54M Buy
31,292
+157
+0.5% +$23.5K 1.37% 14
2023
Q2 		$4.53M Buy
31,135
+2
+0% +$275 1.34% 14
2023
Q1 		$4.06M Buy
31,133
+6,464
+26% +$886K 1.28% 14
2022
Q4 		$3.31M Sell
24,669
-183
-0.7% -$23.2K 1.26% 15
2022
Q3 		$2.6M Buy
24,852
+2,518
+11% +$289K 1.07% 16
2022
Q2 		$2.52M Buy
22,334
+93
+0.4% +$11.5K 1.07% 16
2022
Q1 		$3.03M Buy
22,241
+2,331
+12% +$344K 1.05% 19
2021
Q4 		$3.15M Buy
19,910
+3,868
+24% +$635K 1.11% 18
2021
Q3 		$2.63M Buy
16,042
+740
+5% +$116K 1.05% 20
2021
Q2 		$2.38M Buy
15,302
+666
+5% +$105K 1.01% 22
2021
Q1 		$2.23M Buy
14,636
+923
+7% +$133K 1.08% 22
2020
Q4 		$1.74M Buy
13,713
+1,336
+11% +$149K 1.05% 20
2020
Q3 		$1.19M Buy
12,377
+960
+8% +$94.3K 0.88% 29
2020
Q2 		$1.07M Buy
11,417
+916
+9% +$86.9K 0.76% 33
2020
Q1 		$946K Buy
10,501
+1,111
+12% +$135K 0.69% 35
2019
Q4 		$1.31M Buy
+9,390
New +$1.2M 0.96% 27

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

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

EPG Wealth Management increased its JPMorgan Chase (JPM) stake by 0.75% in Q1 2026, buying an estimated $47K and bringing the position to 20,813 shares worth $6.12M. The position accounts for 1.66% of the portfolio, ranked #15.

EPG Wealth Management first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.66M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • EPG Wealth Management held 20,813 shares of JPMorgan Chase worth $6.12M as of Q1 2026.
  • EPG Wealth Management bought 155 JPMorgan Chase shares in Q1 2026, an estimated $47K.
  • JPMorgan Chase made up 1.66% of EPG Wealth Management's portfolio in Q1 2026, its #15 holding.
  • EPG Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • EPG Wealth Management's JPMorgan Chase position peaked at $6.66M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.