First Wilshire Securities Management’s JPMorgan Chase JPM Stock Holding History

First Wilshire Securities 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	$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

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

First Wilshire Securities Management's JPM Position: Q1 2026 in Review

First Wilshire Securities Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 993 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #74.

First Wilshire Securities Management first reported a position in JPM in Q4 2017 and has held it in 29 quarters since. The position peaked at $481K in Q4 2019. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

First Wilshire Securities Management held 993 shares of JPMorgan Chase worth $292K as of Q1 2026.
First Wilshire Securities Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.07% of First Wilshire Securities Management's portfolio in Q1 2026, its #74 holding.
First Wilshire Securities Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 29 quarters since.
First Wilshire Securities Management's JPMorgan Chase position peaked at $481K in Q4 2019.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on First Wilshire Securities Management's 13F filing for Q1 2026, filed 12 May 2026.