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Fusion Family Wealth’s JPMorgan Chase JPM Stock Holding History

Fusion Family Wealth’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 		$287K Buy
976
+1
+0.1% +$303 0.02% 42
2025
Q4 		$314K Buy
975
+1
+0.1% +$310 0.02% 40
2025
Q3 		$307K Buy
974
+1
+0.1% +$297 0.02% 41
2025
Q2 		$282K Buy
973
+1
+0.1% +$255 0.02% 42
2025
Q1 		$238K Buy
972
+1
+0.1% +$255 0.02% 43
2024
Q4 		$233K Buy
+971
New +$226K 0.02% 43
2024
Q1 		– Sell
-1,250
Closed -$213K – 43
2023
Q4 		$213K Buy
+1,250
New +$189K 0.02% 42
2021
Q2 		– Sell
-1,000
Closed -$152K – 77
2021
Q1 		$152K Hold
1,000
– – 0.02% 37
2020
Q4 		$127K Hold
1,000
– – 0.02% 37
2020
Q3 		$96K Sell
1,000
-300
-23% -$29.5K 0.02% 40
2020
Q2 		$122K Hold
1,300
– – 0.03% 36
2020
Q1 		$117K Hold
1,300
– – 0.03% 40
2019
Q4 		$181K Hold
1,300
– – 0.04% 40
2019
Q3 		$153K Sell
1,300
-7,215
-85% -$816K 0.04% 40
2019
Q2 		$952K Buy
8,515
+7,113
+507% +$784K 0.24% 24
2019
Q1 		$142K Sell
1,402
-7,073
-83% -$729K 0.04% 44
2018
Q4 		$827K Sell
8,475
-159
-2% -$16.9K 0.24% 29
2018
Q3 		$974K Buy
8,634
+156
+2% +$17.7K 0.26% 24
2018
Q2 		$883K Buy
8,478
+65
+0.8% +$7.13K 0.25% 26
2018
Q1 		$925K Sell
8,413
-386
-4% -$43.7K 0.31% 23
2017
Q4 		$941K Buy
8,799
+7,699
+700% +$780K 0.23% 29
2017
Q3 		$105K Sell
1,100
-6,512
-86% -$601K 0.04% 66
2017
Q2 		$696K Sell
7,612
-16
-0.2% -$1.38K 0.24% 34
2017
Q1 		$670K Buy
+7,628
New +$673K 0.25% 32

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

Fusion Family Wealth's JPM Position: Q1 2026 in Review

Fusion Family Wealth increased its JPMorgan Chase (JPM) stake by 0.1% in Q1 2026, buying an estimated $303 and bringing the position to 976 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #42.

Fusion Family Wealth first reported a position in JPM in Q1 2017 and has held it in 24 quarters since. The position peaked at $974K in Q3 2018. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Fusion Family Wealth held 976 shares of JPMorgan Chase worth $287K as of Q1 2026.
  • Fusion Family Wealth bought 1 JPMorgan Chase share in Q1 2026, an estimated $303.
  • JPMorgan Chase made up 0.02% of Fusion Family Wealth's portfolio in Q1 2026, its #42 holding.
  • Fusion Family Wealth first reported a position in JPMorgan Chase in Q1 2017 and has held it in 24 quarters since.
  • Fusion Family Wealth's JPMorgan Chase position peaked at $974K in Q3 2018.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.