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Imprint Wealth’s JPMorgan Chase JPM Stock Holding History

Imprint 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 		$330K Sell
1,122
-35
-3% -$10.6K 1.51% 18
2025
Q4 		$373K Sell
1,157
-1,173
-50% -$363K 1.74% 17
2025
Q3 		$735K Buy
+2,330
New +$693K 2.35% 14
2024
Q1 		$6.79M Buy
34,120
+21,596
+172% +$3.9M 1.65% 10
2023
Q4 		$2.14M Sell
12,524
-1,610
-11% -$244K 1.72% 11
2023
Q3 		$2.05M Sell
14,134
-2,846
-17% -$427K 1.73% 10
2023
Q2 		$2.52M Buy
16,980
+1,031
+6% +$142K 1.59% 11
2023
Q1 		$2.13M Buy
+15,949
New +$2.19M 1.4% 16

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

Imprint Wealth's JPM Position: Q1 2026 in Review

Imprint Wealth reduced its JPMorgan Chase (JPM) stake by 3% in Q1 2026, selling an estimated $10.6K and leaving 1,122 shares worth $330K. The position accounts for 1.51% of the portfolio, ranked #18.

Imprint Wealth first reported a position in JPM in Q1 2023 and has held it in 8 quarters since. The position peaked at $6.79M in Q1 2024. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Imprint Wealth held 1,122 shares of JPMorgan Chase worth $330K as of Q1 2026.
  • Imprint Wealth sold 35 JPMorgan Chase shares in Q1 2026, an estimated $10.6K.
  • JPMorgan Chase made up 1.51% of Imprint Wealth's portfolio in Q1 2026, its #18 holding.
  • Imprint Wealth first reported a position in JPMorgan Chase in Q1 2023 and has held it in 8 quarters since.
  • Imprint Wealth's JPMorgan Chase position peaked at $6.79M in Q1 2024.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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