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FSB Premier Wealth Management’s JPMorgan Chase JPM Stock Holding History

FSB Premier 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 		$5.65M Buy
19,198
+1,317
+7% +$400K 1.77% 9
2025
Q4 		$5.76M Buy
17,881
+1,183
+7% +$366K 1.83% 7
2025
Q3 		$5.27M Buy
16,698
+1,038
+7% +$309K 1.73% 11
2025
Q2 		$4.54M Buy
15,660
+1,810
+13% +$462K 1.62% 14
2025
Q1 		$3.4M Buy
13,850
+798
+6% +$203K 1.33% 16
2024
Q4 		$3.13M Buy
13,052
+915
+8% +$213K 1.25% 19
2024
Q3 		$2.56M Buy
12,137
+1,706
+16% +$359K 1.05% 24
2024
Q2 		$2.11M Buy
10,431
+1,542
+17% +$301K 0.95% 29
2024
Q1 		$1.78M Buy
8,889
+722
+9% +$130K 0.83% 27
2023
Q4 		$1.39M Buy
8,167
+689
+9% +$104K 0.7% 30
2023
Q3 		$1.08M Buy
7,478
+137
+2% +$20.5K 0.6% 35
2023
Q2 		$1.07M Sell
7,341
-248
-3% -$34.1K 0.58% 38
2023
Q1 		$989K Buy
7,589
+1,539
+25% +$211K 0.55% 40
2022
Q4 		$811K Buy
6,050
+377
+7% +$47.8K 0.44% 50
2022
Q3 		$592K Buy
5,673
+212
+4% +$24.3K 0.35% 62
2022
Q2 		$614K Sell
5,461
-21
-0.4% -$2.6K 0.34% 61
2022
Q1 		$676K Buy
5,482
+510
+10% +$75.3K 0.34% 60
2021
Q4 		$787K Sell
4,972
-294
-6% -$48.3K 0.33% 54
2021
Q3 		$862K Sell
5,266
-552
-9% -$86.5K 0.43% 42
2021
Q2 		$905K Buy
5,818
+188
+3% +$29.5K 0.46% 38
2021
Q1 		$857K Buy
5,630
+9
+0.2% +$1.29K 0.46% 39
2020
Q4 		$714K Buy
+5,621
New +$628K 0.38% 51

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

FSB Premier Wealth Management's JPM Position: Q1 2026 in Review

FSB Premier Wealth Management increased its JPMorgan Chase (JPM) stake by 7.4% in Q1 2026, buying an estimated $400K and bringing the position to 19,198 shares worth $5.65M. The position accounts for 1.77% of the portfolio, ranked #9.

FSB Premier Wealth Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.76M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • FSB Premier Wealth Management held 19,198 shares of JPMorgan Chase worth $5.65M as of Q1 2026.
  • FSB Premier Wealth Management bought 1,317 JPMorgan Chase shares in Q1 2026, an estimated $400K.
  • JPMorgan Chase made up 1.77% of FSB Premier Wealth Management's portfolio in Q1 2026, its #9 holding.
  • FSB Premier Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's JPMorgan Chase position peaked at $5.76M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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