First Wilshire Securities Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $221K | Sell |
674
-319
| -32% | -$99.1K | 0.05% | 80 |
|
|
2026
Q1 | $292K | Hold |
993
| – | – | 0.07% | 74 |
|
|
2025
Q4 | $320K | Hold |
993
| – | – | 0.08% | 73 |
|
|
2025
Q3 | $313K | Sell |
993
-200
| -17% | -$59.5K | 0.08% | 70 |
|
|
2025
Q2 | $346K | Hold |
1,193
| – | – | 0.09% | 68 |
|
|
2025
Q1 | $293K | Sell |
1,193
-10
| -0.8% | -$2.55K | 0.08% | 67 |
|
|
2024
Q4 | $288K | Hold |
1,203
| – | – | 0.08% | 72 |
|
|
2024
Q3 | $254K | Sell |
1,203
-6
| -0.5% | -$1.26K | 0.07% | 74 |
|
|
2024
Q2 | $245K | Sell |
1,209
-6
| -0.5% | -$1.17K | 0.07% | 75 |
|
|
2024
Q1 | $243K | Sell |
1,215
-159
| -12% | -$28.7K | 0.07% | 76 |
|
|
2023
Q4 | $234K | Sell |
1,374
-345
| -20% | -$52.3K | 0.08% | 77 |
|
|
2023
Q3 | $249K | Hold |
1,719
| – | – | 0.09% | 77 |
|
|
2023
Q2 | $250K | Hold |
1,719
| – | – | 0.09% | 74 |
|
|
2023
Q1 | $224K | Hold |
1,719
| – | – | 0.08% | 78 |
|
|
2022
Q4 | $231K | Buy |
+1,719
| New | +$218K | 0.08% | 79 |
|
|
2022
Q2 | – | Sell |
-1,719
| Closed | -$234K | – | 91 |
|
|
2022
Q1 | $234K | Hold |
1,719
| – | – | 0.08% | 78 |
|
|
2021
Q4 | $272K | Hold |
1,719
| – | – | 0.08% | 74 |
|
|
2021
Q3 | $281K | Buy |
1,719
+2
| +0.1% | +$314 | 0.09% | 75 |
|
|
2021
Q2 | $267K | Sell |
1,717
-668
| -28% | -$105K | 0.09% | 72 |
|
|
2021
Q1 | $363K | Sell |
2,385
-1,103
| -32% | -$159K | 0.14% | 59 |
|
|
2020
Q4 | $443K | Sell |
3,488
-257
| -7% | -$28.7K | 0.18% | 52 |
|
|
2020
Q3 | $361K | Buy |
3,745
+3
| +0.1% | +$295 | 0.17% | 56 |
|
|
2020
Q2 | $352K | Sell |
3,742
-92
| -2% | -$8.73K | 0.16% | 56 |
|
|
2020
Q1 | $345K | Buy |
3,834
+385
| +11% | +$46.8K | 0.19% | 56 |
|
|
2019
Q4 | $481K | Sell |
3,449
-19
| -0.5% | -$2.44K | 0.18% | 64 |
|
|
2019
Q3 | $408K | Buy |
3,468
+101
| +3% | +$11.4K | 0.15% | 74 |
|
|
2019
Q2 | $377K | Buy |
+3,367
| New | +$371K | 0.15% | 83 |
|
|
2018
Q4 | – | Sell |
-1,895
| Closed | -$214K | – | 117 |
|
|
2018
Q3 | $214K | Buy |
+1,895
| New | +$215K | 0.06% | 108 |
|
|
2018
Q2 | – | Sell |
-1,895
| Closed | -$208K | – | 119 |
|
|
2018
Q1 | $208K | Hold |
1,895
| – | – | 0.06% | 110 |
|
|
2017
Q4 | $203K | Buy |
+1,895
| New | +$192K | 0.06% | 112 |
|
Other funds holding JPM
First Wilshire Securities Management's JPM Position: Q2 2026 in Review
First Wilshire Securities Management reduced its JPMorgan Chase (JPM) stake by 32% in Q2 2026, selling an estimated $99.1K and leaving 674 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #80.
First Wilshire Securities Management first reported a position in JPM in Q4 2017 and has held it in 30 quarters since. The position peaked at $481K in Q4 2019. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- First Wilshire Securities Management held 674 shares of JPMorgan Chase worth $221K as of Q2 2026.
- First Wilshire Securities Management sold 319 JPMorgan Chase shares in Q2 2026, an estimated $99.1K.
- JPMorgan Chase made up 0.05% of First Wilshire Securities Management's portfolio in Q2 2026, its #80 holding.
- First Wilshire Securities Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 30 quarters since.
- First Wilshire Securities Management's JPMorgan Chase position peaked at $481K in Q4 2019.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on First Wilshire Securities Management's 13F filing for Q2 2026, filed 14 Aug 2026.