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FWG Investments’s JPMorgan Chase JPM Stock Holding History

FWG Investments’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 		$426K Buy
1,449
+637
+78% +$193K 0.27% 86
2025
Q4 		$262K Sell
812
-134
-14% -$41.5K 0.17% 98
2025
Q3 		$298K Buy
946
+25
+3% +$7.43K 0.2% 86
2025
Q2 		$267K Buy
+921
New +$235K 0.2% 86
2025
Q1 		– Sell
-1,351
Closed -$324K – 88
2024
Q4 		$324K Sell
1,351
-59
-4% -$13.7K 0.25% 91
2024
Q3 		$297K Buy
1,410
+253
+22% +$53.3K 0.26% 91
2024
Q2 		$234K Sell
1,157
-5
-0.4% -$978 0.24% 99
2024
Q1 		$233K Buy
+1,162
New +$210K 0.25% 95

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

FWG Investments's JPM Position: Q1 2026 in Review

FWG Investments increased its JPMorgan Chase (JPM) stake by 78% in Q1 2026, buying an estimated $193K and bringing the position to 1,449 shares worth $426K. The position accounts for 0.27% of the portfolio, ranked #86.

FWG Investments first reported a position in JPM in Q1 2024 and has held it in 8 quarters since. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • FWG Investments held 1,449 shares of JPMorgan Chase worth $426K as of Q1 2026.
  • FWG Investments bought 637 JPMorgan Chase shares in Q1 2026, an estimated $193K.
  • JPMorgan Chase made up 0.27% of FWG Investments's portfolio in Q1 2026, its #86 holding.
  • FWG Investments first reported a position in JPMorgan Chase in Q1 2024 and has held it in 8 quarters since.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.