GDS Wealth Management’s JPMorgan Chase JPM Stock Holding History

GDS 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	$26.7M	Buy	90,876 +4,273	+5%	+$1.3M	1.61%	15
2025 Q4	$27.9M	Buy	86,603 +930	+1%	+$288K	1.75%	14
2025 Q3	$27M	Buy	85,673 +1,600	+2%	+$476K	1.78%	13
2025 Q2	$24.4M	Buy	84,073 +724	+0.9%	+$185K	1.78%	11
2025 Q1	$20.4M	Buy	83,349 +3,474	+4%	+$886K	1.74%	16
2024 Q4	$19.1M	Buy	79,875 +2,459	+3%	+$573K	1.74%	18
2024 Q3	$16.3M	Buy	77,416 +4,700	+6%	+$990K	1.59%	25
2024 Q2	$14.7M	Buy	72,716 +6,062	+9%	+$1.19M	1.61%	23
2024 Q1	$13.4M	Buy	66,654 +5,924	+10%	+$1.07M	1.56%	27
2023 Q4	$10.3M	Buy	60,730 +7,473	+14%	+$1.13M	1.39%	30
2023 Q3	$7.72M	Buy	53,257 +4,249	+9%	+$637K	1.21%	31
2023 Q2	$7.13M	Buy	49,008 +1,800	+4%	+$248K	1.16%	30
2023 Q1	$6.15M	Sell	47,208 -1,988	-4%	-$272K	1.09%	35
2022 Q4	$6.6M	Buy	49,196 +291	+0.6%	+$36.9K	1.26%	31
2022 Q3	$5.11M	Buy	48,905 +2,201	+5%	+$253K	1.14%	33
2022 Q2	$5.26M	Buy	46,704 +16,979	+57%	+$2.1M	1.18%	32
2022 Q1	$3.82M	Buy	29,725 +1,916	+7%	+$283K	0.84%	33
2021 Q4	$4.4M	Buy	+27,809	New	+$4.57M	0.99%	27

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

GDS Wealth Management's JPM Position: Q1 2026 in Review

GDS Wealth Management increased its JPMorgan Chase (JPM) stake by 4.9% in Q1 2026, buying an estimated $1.3M and bringing the position to 90,876 shares worth $26.7M. The position accounts for 1.61% of the portfolio, ranked #15.

GDS Wealth Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $27.9M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

GDS Wealth Management held 90,876 shares of JPMorgan Chase worth $26.7M as of Q1 2026.
GDS Wealth Management bought 4,273 JPMorgan Chase shares in Q1 2026, an estimated $1.3M.
JPMorgan Chase made up 1.61% of GDS Wealth Management's portfolio in Q1 2026, its #15 holding.
GDS Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
GDS Wealth Management's JPMorgan Chase position peaked at $27.9M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.