FIM
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FWL Investment Management’s JPMorgan Chase JPM Stock Holding History

FWL Investment 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 		$4.52M Buy
15,377
+1,201
+8% +$364K 0.99% 28
2025
Q4 		$4.57M Buy
14,176
+294
+2% +$91K 1.1% 25
2025
Q3 		$4.38M Sell
13,882
-1,014
-7% -$302K 1.14% 25
2025
Q2 		$4.32M Sell
14,896
-286
-2% -$73K 1.32% 24
2025
Q1 		$3.72M Buy
15,182
+38
+0.3% +$9.69K 1.38% 23
2024
Q4 		$3.63M Buy
15,144
+395
+3% +$92K 1.32% 25
2024
Q3 		$3.11M Buy
14,749
+13,290
+911% +$2.8M 1.19% 27
2024
Q2 		$295K Buy
1,459
+510
+54% +$99.7K 0.15% 46
2024
Q1 		$190K Buy
949
+130
+16% +$23.5K 0.1% 57
2023
Q4 		$139K Sell
819
-86
-10% -$13K 0.08% 55
2023
Q3 		$131K Buy
+905
New +$136K 0.09% 50
2023
Q1 		– Sell
-1,043
Closed -$140K – 137
2022
Q4 		$140K Buy
+1,043
New +$132K 0.11% 57
2022
Q2 		– Sell
-1,548
Closed -$211K – 46
2022
Q1 		$211K Sell
1,548
-73
-5% -$10.8K 0.13% 45
2021
Q4 		$257K Buy
+1,621
New +$266K 0.16% 46

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

FWL Investment Management's JPM Position: Q1 2026 in Review

FWL Investment Management increased its JPMorgan Chase (JPM) stake by 8.5% in Q1 2026, buying an estimated $364K and bringing the position to 15,377 shares worth $4.52M. The position accounts for 0.99% of the portfolio, ranked #28.

FWL Investment Management first reported a position in JPM in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.57M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • FWL Investment Management held 15,377 shares of JPMorgan Chase worth $4.52M as of Q1 2026.
  • FWL Investment Management bought 1,201 JPMorgan Chase shares in Q1 2026, an estimated $364K.
  • JPMorgan Chase made up 0.99% of FWL Investment Management's portfolio in Q1 2026, its #28 holding.
  • FWL Investment Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 14 quarters since.
  • FWL Investment Management's JPMorgan Chase position peaked at $4.57M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.