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Gibbs Wealth Management’s JPMorgan Chase JPM Stock Holding History

Gibbs 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 		$4.47M Buy
15,177
+9,894
+187% +$3M 0.59% 32
2025
Q4 		$1.74M Sell
5,283
-306
-5% -$94.7K 0.42% 40
2025
Q3 		$1.76M Sell
5,589
-1,848
-25% -$550K 0.4% 48
2025
Q2 		$2.16M Buy
7,437
+1,360
+22% +$347K 0.42% 52
2025
Q1 		$1.49M Buy
6,077
+962
+19% +$245K 0.36% 64
2024
Q4 		$1.23M Buy
5,115
+1,230
+32% +$286K 0.33% 71
2024
Q3 		$819K Sell
3,885
-216
-5% -$45.5K 0.27% 83
2024
Q2 		$829K Buy
4,101
+812
+25% +$159K 0.34% 73
2024
Q1 		$659K Buy
+3,289
New +$593K 0.38% 64

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Gibbs Wealth Management increased its JPMorgan Chase (JPM) stake by 187% in Q1 2026, buying an estimated $3M and bringing the position to 15,177 shares worth $4.47M. The position accounts for 0.59% of the portfolio, ranked #32.

Gibbs Wealth Management first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. 5,084 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Gibbs Wealth Management held 15,177 shares of JPMorgan Chase worth $4.47M as of Q1 2026.
  • Gibbs Wealth Management bought 9,894 JPMorgan Chase shares in Q1 2026, an estimated $3M.
  • JPMorgan Chase made up 0.59% of Gibbs Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Gibbs Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • 5,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.