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Finer Wealth Management’s JPMorgan Chase JPM Stock Holding History

Finer 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 		$6.23M Sell
21,172
-419
-2% -$127K 3.12% 9
2025
Q4 		$6.96M Buy
21,591
+388
+2% +$120K 3.37% 8
2025
Q3 		$6.69M Buy
21,203
+66
+0.3% +$19.6K 3.33% 9
2025
Q2 		$6.13M Buy
21,137
+357
+2% +$91.1K 3.28% 9
2025
Q1 		$5.1M Buy
20,780
+347
+2% +$88.5K 3.05% 9
2024
Q4 		$4.9M Buy
20,433
+529
+3% +$123K 2.81% 9
2024
Q3 		$4.2M Sell
19,904
-312
-2% -$65.7K 2.59% 9
2024
Q2 		$4.09M Sell
20,216
-1,036
-5% -$203K 2.64% 9
2024
Q1 		$4.26M Buy
21,252
+1,982
+10% +$358K 2.8% 9
2023
Q4 		$3.28M Buy
19,270
+1,199
+7% +$182K 2.44% 11
2023
Q3 		$2.62M Buy
18,071
+2,179
+14% +$327K 2.1% 15
2023
Q2 		$2.31M Buy
15,892
+407
+3% +$56K 1.81% 19
2023
Q1 		$2.02M Buy
15,485
+1,777
+13% +$243K 1.71% 22
2022
Q4 		$1.84M Buy
13,708
+2,146
+19% +$272K 1.72% 22
2022
Q3 		$1.21M Buy
11,562
+571
+5% +$65.5K 1.19% 28
2022
Q2 		$1.24M Buy
10,991
+1,420
+15% +$176K 1.13% 31
2022
Q1 		$1.3M Buy
9,571
+1,664
+21% +$246K 1.07% 32
2021
Q4 		$1.25M Buy
+7,907
New +$1.3M 1.04% 31

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

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

Finer Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.9% in Q1 2026, selling an estimated $127K and leaving 21,172 shares worth $6.23M. The position accounts for 3.12% of the portfolio, ranked #9.

Finer Wealth Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.96M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Finer Wealth Management held 21,172 shares of JPMorgan Chase worth $6.23M as of Q1 2026.
  • Finer Wealth Management sold 419 JPMorgan Chase shares in Q1 2026, an estimated $127K.
  • JPMorgan Chase made up 3.12% of Finer Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Finer Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Finer Wealth Management's JPMorgan Chase position peaked at $6.96M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.