Facet Wealth Inc’s JPMorgan Chase JPM Stock Holding History

Facet Wealth Inc’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	$3.05M	Buy	10,375 +1,929	+23%	+$585K	0.05%	65
2025 Q4	$2.54M	Buy	8,446 +2,448	+41%	+$758K	0.05%	66
2025 Q3	$1.89M	Buy	5,998 +938	+19%	+$279K	0.04%	65
2025 Q2	$1.5M	Buy	5,060 +1,529	+43%	+$390K	0.03%	66
2025 Q1	$892K	Buy	3,531 +455	+15%	+$116K	0.02%	69
2024 Q4	$848K	Buy	3,076 +56	+2%	+$13K	0.02%	69
2024 Q3	$673K	Buy	3,020 +691	+30%	+$146K	0.02%	76
2024 Q2	$501K	Buy	2,329 +244	+12%	+$47.7K	0.02%	83
2024 Q1	$400K	Sell	2,085 -125	-6%	-$22.6K	0.01%	80
2023 Q4	$387K	Buy	2,210 +325	+17%	+$49.3K	0.01%	76
2023 Q3	$262K	Buy	+1,885	New	+$283K	0.01%	80

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

Facet Wealth Inc's JPM Position: Q1 2026 in Review

Facet Wealth Inc increased its JPMorgan Chase (JPM) stake by 23% in Q1 2026, buying an estimated $585K and bringing the position to 10,375 shares worth $3.05M. The position accounts for 0.05% of the portfolio, ranked #65.

Facet Wealth Inc first reported a position in JPM in Q3 2023 and has held it in 11 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Facet Wealth Inc held 10,375 shares of JPMorgan Chase worth $3.05M as of Q1 2026.
Facet Wealth Inc bought 1,929 JPMorgan Chase shares in Q1 2026, an estimated $585K.
JPMorgan Chase made up 0.05% of Facet Wealth Inc's portfolio in Q1 2026, its #65 holding.
Facet Wealth Inc first reported a position in JPMorgan Chase in Q3 2023 and has held it in 11 quarters since.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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