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IHT Wealth Management’s JPMorgan Chase JPM Stock Holding History

IHT 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 		$21.3M Buy
72,354
+5,133
+8% +$1.56M 0.49% 40
2025
Q4 		$21.7M Buy
67,221
+415
+0.6% +$128K 0.53% 33
2025
Q3 		$21.1M Sell
66,806
-945
-1% -$281K 0.53% 33
2025
Q2 		$19.6M Buy
67,751
+3,982
+6% +$1.02M 0.54% 34
2025
Q1 		$15.6M Buy
63,769
+6,766
+12% +$1.72M 0.49% 43
2024
Q4 		$13.7M Sell
57,003
-10,794
-16% -$2.51M 0.44% 48
2024
Q3 		$14.3M Buy
67,797
+13,809
+26% +$2.91M 0.4% 46
2024
Q2 		$10.9M Buy
53,988
+309
+0.6% +$60.4K 0.41% 45
2024
Q1 		$10.8M Sell
53,679
-2,301
-4% -$415K 0.43% 41
2023
Q4 		$9.52M Sell
55,980
-3,072
-5% -$466K 0.42% 41
2023
Q3 		$8.56M Buy
59,052
+3,079
+6% +$462K 0.43% 41
2023
Q2 		$8.14M Buy
55,973
+3,632
+7% +$500K 0.42% 43
2023
Q1 		$6.82M Buy
52,341
+1,946
+4% +$267K 0.39% 51
2022
Q4 		$6.76M Buy
50,395
+42
+0.1% +$5.32K 0.42% 49
2022
Q3 		$5.26M Buy
50,353
+7,795
+18% +$895K 0.4% 47
2022
Q2 		$4.79M Buy
42,558
+7,781
+22% +$964K 0.42% 41
2022
Q1 		$4.74M Buy
34,777
+346
+1% +$51.1K 0.36% 53
2021
Q4 		$5.45M Buy
34,431
+1,386
+4% +$228K 0.4% 44
2021
Q3 		$5.41M Sell
33,045
-6,021
-15% -$944K 0.44% 43
2021
Q2 		$6.08M Buy
39,066
+3,987
+11% +$626K 0.39% 47
2021
Q1 		$5.34M Sell
35,079
-974
-3% -$140K 0.38% 51
2020
Q4 		$4.58M Buy
36,053
+5,214
+17% +$583K 0.38% 49
2020
Q3 		$2.97M Sell
30,839
-2,137
-6% -$210K 0.3% 76
2020
Q2 		$3.1M Sell
32,976
-2,872
-8% -$272K 0.43% 49
2020
Q1 		$3.23M Buy
35,848
+131
+0.4% +$15.9K 0.46% 49
2019
Q4 		$4.98M Sell
35,717
-434
-1% -$55.7K 0.59% 29
2019
Q3 		$4.27M Buy
36,151
+2,652
+8% +$300K 0.58% 29
2019
Q2 		$3.74M Buy
33,499
+757
+2% +$83.5K 0.54% 34
2019
Q1 		$3.31M Sell
32,742
-1,710
-5% -$176K 0.55% 30
2018
Q4 		$3.36M Buy
34,452
+3,541
+11% +$377K 0.65% 29
2018
Q3 		$3.49M Buy
30,911
+2,131
+7% +$242K 0.75% 25
2018
Q2 		$3M Buy
28,780
+11,864
+70% +$1.3M 0.77% 25
2018
Q1 		$1.82M Sell
16,916
-1,504
-8% -$170K 0.49% 39
2017
Q4 		$2M Buy
18,420
+7,369
+67% +$746K 0.53% 35
2017
Q3 		$1.06M Sell
11,051
-2,556
-19% -$236K 0.45% 53
2017
Q2 		$51 Buy
13,607
+3,816
+39% +$329K 0.02% 498
2017
Q1 		$844K Sell
9,791
-3,213
-25% -$283K 0.56% 36
2016
Q4 		$1.13M Buy
+13,004
New +$992K 0.86% 17

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

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

IHT Wealth Management increased its JPMorgan Chase (JPM) stake by 7.6% in Q1 2026, buying an estimated $1.56M and bringing the position to 72,354 shares worth $21.3M. The position accounts for 0.49% of the portfolio, ranked #40.

IHT Wealth Management first reported a position in JPM in Q4 2016 and has held it in 38 quarters since. The position peaked at $21.7M in Q4 2025. 5,058 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • IHT Wealth Management held 72,354 shares of JPMorgan Chase worth $21.3M as of Q1 2026.
  • IHT Wealth Management bought 5,133 JPMorgan Chase shares in Q1 2026, an estimated $1.56M.
  • JPMorgan Chase made up 0.49% of IHT Wealth Management's portfolio in Q1 2026, its #40 holding.
  • IHT Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's JPMorgan Chase position peaked at $21.7M in Q4 2025.
  • 5,058 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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