Jackson Thornton Wealth Management’s JPMorgan Chase JPM Stock Holding History

Jackson Thornton 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	$868K	Sell	2,800 -177	-6%	-$53.7K	0.08%	68
2025 Q4	$996K	Sell	2,977 -361	-11%	-$112K	0.09%	58
2025 Q3	$1.01M	Buy	3,338 +886	+36%	+$264K	0.1%	47
2025 Q2	$693K	Sell	2,452 -731	-23%	-$187K	0.08%	45
2025 Q1	$738K	Buy	3,183 +589	+23%	+$150K	0.1%	42
2024 Q4	$622K	Buy	2,594 +712	+38%	+$166K	0.08%	45
2024 Q3	$397K	Hold	1,882	–	–	0.05%	46
2024 Q2	$381K	Hold	1,882	–	–	0.06%	47
2024 Q1	$377K	Sell	1,882 -2	-0.1%	-$361	0.06%	38
2023 Q4	$320K	Buy	1,884 +145	+8%	+$22K	0.06%	39
2023 Q3	$252K	Buy	1,739 +127	+8%	+$19K	0.05%	38
2023 Q2	$234K	Buy	+1,612	New	+$222K	0.05%	38
2023 Q1	–	Sell	-1,619	Closed	-$217K	–	36
2022 Q4	$217K	Buy	+1,619	New	+$205K	0.05%	34
2022 Q3	–	Sell	-2,005	Closed	-$226K	–	32
2022 Q2	$226K	Buy	+2,005	New	+$248K	0.06%	23

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

Jackson Thornton Wealth Management's JPM Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its JPMorgan Chase (JPM) stake by 5.9% in Q1 2026, selling an estimated $53.7K and leaving 2,800 shares worth $868K. The position accounts for 0.08% of the portfolio, ranked #68.

Jackson Thornton Wealth Management first reported a position in JPM in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Jackson Thornton Wealth Management held 2,800 shares of JPMorgan Chase worth $868K as of Q1 2026.
Jackson Thornton Wealth Management sold 177 JPMorgan Chase shares in Q1 2026, an estimated $53.7K.
JPMorgan Chase made up 0.08% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #68 holding.
Jackson Thornton Wealth Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 14 quarters since.
Jackson Thornton Wealth Management's JPMorgan Chase position peaked at $1.01M in Q3 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.