Graham Capital Wealth Management’s JPMorgan Chase JPM Stock Holding History

Graham Capital 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	$606K	Hold	2,059	–	–	0.54%	35
2025 Q4	$663K	Sell	2,059 -93	-4%	-$28.8K	0.61%	36
2025 Q3	$679K	Hold	2,152	–	–	0.69%	39
2025 Q2	$624K	Buy	2,152 +439	+26%	+$112K	0.69%	37
2025 Q1	$420K	Buy	1,713 +38	+2%	+$9.69K	0.45%	44
2024 Q4	$402K	Buy	1,675 +3	+0.2%	+$699	0.35%	49
2024 Q3	$353K	Buy	1,672 +22	+1%	+$4.63K	0.36%	41
2024 Q2	$334K	Hold	1,650	–	–	0.45%	31
2024 Q1	$330K	Hold	1,650	–	–	0.56%	29
2023 Q4	$281K	Buy	1,650 +45	+3%	+$6.82K	0.74%	24
2023 Q3	$233K	Hold	1,605	–	–	0.55%	35
2023 Q2	$233K	Hold	1,605	–	–	0.55%	35
2023 Q1	$2.09M	Sell	1,605 -91	-5%	-$12.5K	0.3%	45
2022 Q4	$227K	Buy	+1,696	New	+$215K	0.41%	41
2022 Q1	–	Sell	-1,378	Closed	-$219K	–	119
2021 Q4	$219K	Buy	+1,378	New	+$226K	0.18%	94

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

Graham Capital Wealth Management's JPM Position: Q1 2026 in Review

Graham Capital Wealth Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 2,059 shares worth $606K. The position accounts for 0.54% of the portfolio, ranked #35.

Graham Capital Wealth Management first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.09M in Q1 2023. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Graham Capital Wealth Management held 2,059 shares of JPMorgan Chase worth $606K as of Q1 2026.
Graham Capital Wealth Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.54% of Graham Capital Wealth Management's portfolio in Q1 2026, its #35 holding.
Graham Capital Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
Graham Capital Wealth Management's JPMorgan Chase position peaked at $2.09M in Q1 2023.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Graham Capital Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.