Gerber Kawasaki Wealth & Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.77M | Sell |
23,023
-793
| -3% | -$241K | 0.22% | 72 |
|
|
2025
Q4 | $7.68M | Buy |
23,816
+3,288
| +16% | +$1.02M | 0.27% | 64 |
|
|
2025
Q3 | $6.48M | Buy |
20,528
+2,727
| +15% | +$811K | 0.22% | 70 |
|
|
2025
Q2 | $5.16M | Buy |
17,801
+1,482
| +9% | +$378K | 0.2% | 75 |
|
|
2025
Q1 | $4M | Buy |
16,319
+3,112
| +24% | +$793K | 0.18% | 76 |
|
|
2024
Q4 | $3.17M | Buy |
13,207
+206
| +2% | +$48K | 0.14% | 88 |
|
|
2024
Q3 | $2.74M | Sell |
13,001
-288
| -2% | -$60.7K | 0.13% | 90 |
|
|
2024
Q2 | $2.69M | Buy |
13,289
+252
| +2% | +$49.3K | 0.13% | 88 |
|
|
2024
Q1 | $2.61M | Buy |
13,037
+2,155
| +20% | +$389K | 0.14% | 91 |
|
|
2023
Q4 | $1.85M | Sell |
10,882
-2,784
| -20% | -$422K | 0.11% | 101 |
|
|
2023
Q3 | $1.98M | Buy |
13,666
+522
| +4% | +$78.3K | 0.13% | 92 |
|
|
2023
Q2 | $1.91M | Buy |
13,144
+2,936
| +29% | +$404K | 0.13% | 93 |
|
|
2023
Q1 | $1.33M | Sell |
10,208
-36
| -0.4% | -$4.93K | 0.11% | 109 |
|
|
2022
Q4 | $1.37M | Sell |
10,244
-650
| -6% | -$82.4K | 0.12% | 102 |
|
|
2022
Q3 | $1.14M | Buy |
10,894
+242
| +2% | +$27.8K | 0.11% | 107 |
|
|
2022
Q2 | $1.2M | Sell |
10,652
-2,131
| -17% | -$264K | 0.11% | 101 |
|
|
2022
Q1 | $1.74M | Sell |
12,783
-3,330
| -21% | -$492K | 0.14% | 86 |
|
|
2021
Q4 | $2.55M | Buy |
16,113
+16,017
| +16,684% | +$2.63M | 0.2% | 79 |
|
|
2021
Q3 | $96K | Sell |
96
-16,481
| -99% | -$2.58M | 0.01% | 245 |
|
|
2021
Q2 | $2.58M | Sell |
16,577
-872
| -5% | -$137K | 0.26% | 67 |
|
|
2021
Q1 | $2.66M | Buy |
17,449
+11,171
| +178% | +$1.61M | 0.32% | 58 |
|
|
2020
Q4 | $797K | Sell |
6,278
-300
| -5% | -$33.5K | 0.11% | 85 |
|
|
2020
Q3 | $633K | Buy |
6,578
+1,234
| +23% | +$121K | 0.14% | 70 |
|
|
2020
Q2 | $502K | Buy |
5,344
+571
| +12% | +$54.2K | 0.11% | 85 |
|
|
2020
Q1 | $429K | Buy |
4,773
+1,831
| +62% | +$222K | 0.12% | 86 |
|
|
2019
Q4 | $409K | Buy |
2,942
+222
| +8% | +$28.5K | 0.1% | 87 |
|
|
2019
Q3 | $320K | Buy |
2,720
+10
| +0.4% | +$1.13K | 0.09% | 98 |
|
|
2019
Q2 | $302K | Buy |
2,710
+40
| +1% | +$4.41K | 0.09% | 94 |
|
|
2019
Q1 | $270K | Sell |
2,670
-175
| -6% | -$18K | 0.08% | 98 |
|
|
2018
Q4 | $277K | Sell |
2,845
-1,136
| -29% | -$121K | 0.1% | 82 |
|
|
2018
Q3 | $451K | Buy |
3,981
+906
| +29% | +$103K | 0.12% | 71 |
|
|
2018
Q2 | $323K | Buy |
3,075
+280
| +10% | +$30.7K | 0.1% | 78 |
|
|
2018
Q1 | $307K | Buy |
2,795
+800
| +40% | +$90.6K | 0.1% | 84 |
|
|
2017
Q4 | $213K | Buy |
+1,995
| New | +$202K | 0.07% | 104 |
|
Other funds holding JPM
VCM
VPM
Gerber Kawasaki Wealth & Investment Management's JPM Position: Q1 2026 in Review
Gerber Kawasaki Wealth & Investment Management reduced its JPMorgan Chase (JPM) stake by 3.3% in Q1 2026, selling an estimated $241K and leaving 23,023 shares worth $6.77M. The position accounts for 0.22% of the portfolio, ranked #72.
Gerber Kawasaki Wealth & Investment Management first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.68M in Q4 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Gerber Kawasaki Wealth & Investment Management held 23,023 shares of JPMorgan Chase worth $6.77M as of Q1 2026.
- Gerber Kawasaki Wealth & Investment Management sold 793 JPMorgan Chase shares in Q1 2026, an estimated $241K.
- JPMorgan Chase made up 0.22% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #72 holding.
- Gerber Kawasaki Wealth & Investment Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Gerber Kawasaki Wealth & Investment Management's JPMorgan Chase position peaked at $7.68M in Q4 2025.
- 5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.