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Impact Partnership Wealth’s JPMorgan Chase JPM Stock Holding History

Impact Partnership Wealth’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 		$742K Sell
2,521
-177
-7% -$53.7K 0.09% 148
2025
Q4 		$869K Sell
2,698
-3,952
-59% -$1.22M 0.11% 126
2025
Q3 		$2.1M Buy
6,650
+1,014
+18% +$302K 0.31% 35
2025
Q2 		$1.63M Buy
+5,636
New +$1.44M 0.3% 33
2025
Q1 		– Sell
-4,000
Closed -$959K – 306
2024
Q4 		$959K Buy
4,000
+322
+9% +$75K 0.19% 60
2024
Q3 		$776K Sell
3,678
-115
-3% -$24.2K 0.18% 69
2024
Q2 		$767K Buy
3,793
+3,413
+898% +$667K 0.2% 62
2024
Q1 		$76.1K Sell
380
-122
-24% -$22K 0.03% 279
2023
Q4 		$85.3K Sell
502
-866
-63% -$131K 0.03% 269
2023
Q3 		$198K Buy
1,368
+607
+80% +$91K 0.06% 177
2023
Q2 		$111K Buy
+761
New +$105K 0.04% 174

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

Impact Partnership Wealth's JPM Position: Q1 2026 in Review

Impact Partnership Wealth reduced its JPMorgan Chase (JPM) stake by 6.6% in Q1 2026, selling an estimated $53.7K and leaving 2,521 shares worth $742K. The position accounts for 0.09% of the portfolio, ranked #148.

Impact Partnership Wealth first reported a position in JPM in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.1M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Impact Partnership Wealth held 2,521 shares of JPMorgan Chase worth $742K as of Q1 2026.
  • Impact Partnership Wealth sold 177 JPMorgan Chase shares in Q1 2026, an estimated $53.7K.
  • JPMorgan Chase made up 0.09% of Impact Partnership Wealth's portfolio in Q1 2026, its #148 holding.
  • Impact Partnership Wealth first reported a position in JPMorgan Chase in Q2 2023 and has held it in 11 quarters since.
  • Impact Partnership Wealth's JPMorgan Chase position peaked at $2.1M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.