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Jackson Wealth Management’s JPMorgan Chase JPM Stock Holding History

Jackson 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 		$312K Buy
1,059
+6
+0.6% +$1.82K 0.03% 119
2025
Q4 		$339K Sell
1,053
-54
-5% -$16.7K 0.03% 114
2025
Q3 		$349K Sell
1,107
-1,790
-62% -$532K 0.03% 130
2025
Q2 		$840K Buy
2,897
+1,871
+182% +$477K 0.09% 94
2025
Q1 		$252K Buy
1,026
+43
+4% +$11K 0.03% 146
2024
Q4 		$236K Hold
983
– – 0.03% 144
2024
Q3 		$207K Sell
983
-13
-1% -$2.74K 0.02% 147
2024
Q2 		$201K Buy
+996
New +$195K 0.04% 114
2022
Q1 		– Sell
-1,288
Closed -$204K – 120
2021
Q4 		$204K Buy
+1,288
New +$212K 0.03% 112
2021
Q3 		– Sell
-10,983
Closed -$1.71M – 106
2021
Q2 		$1.71M Buy
+10,983
New +$1.72M 0.22% 89
2020
Q1 		– Sell
-19,598
Closed -$2.61M – 129
2019
Q4 		$2.61M Sell
19,598
-3,644
-16% -$467K 0.43% 66
2019
Q3 		$2.65M Buy
23,242
+4,212
+22% +$476K 0.56% 56
2019
Q2 		$2.16M Buy
19,030
+600
+3% +$66.2K 0.47% 57
2019
Q1 		$1.87M Buy
18,430
+445
+2% +$45.8K 0.46% 63
2018
Q4 		$1.75M Sell
17,985
-147
-0.8% -$15.7K 0.52% 51
2018
Q3 		$2.05M Buy
18,132
+1,483
+9% +$168K 0.43% 56
2018
Q2 		$1.92M Sell
16,649
-62
-0.4% -$6.8K 0.45% 62
2018
Q1 		$1.85M Sell
16,711
-2,964
-15% -$336K 0.52% 54
2017
Q4 		$2.15M Buy
19,675
+143
+0.7% +$14.5K 0.54% 50
2017
Q3 		$1.9M Buy
19,532
+984
+5% +$90.7K 0.51% 48
2017
Q2 		$1.73M Buy
+18,548
New +$1.6M 0.55% 46
2016
Q1 		– Sell
-27,078
Closed -$1.6M – 69
2015
Q4 		$1.6M Sell
27,078
-642
-2% -$41.8K 0.63% 42
2015
Q3 		$1.69M Sell
27,720
-1,841
-6% -$121K 0.61% 47
2015
Q2 		$1.99M Buy
29,561
+28,498
+2,681% +$1.86M 0.67% 37
2015
Q1 		$64K Buy
+1,063
New +$63K 0.02% 114

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

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

Jackson Wealth Management increased its JPMorgan Chase (JPM) stake by 0.57% in Q1 2026, buying an estimated $1.82K and bringing the position to 1,059 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #119.

Jackson Wealth Management first reported a position in JPM in Q1 2015 and has held it in 25 quarters since. The position peaked at $2.65M in Q3 2019. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Jackson Wealth Management held 1,059 shares of JPMorgan Chase worth $312K as of Q1 2026.
  • Jackson Wealth Management bought 6 JPMorgan Chase shares in Q1 2026, an estimated $1.82K.
  • JPMorgan Chase made up 0.03% of Jackson Wealth Management's portfolio in Q1 2026, its #119 holding.
  • Jackson Wealth Management first reported a position in JPMorgan Chase in Q1 2015 and has held it in 25 quarters since.
  • Jackson Wealth Management's JPMorgan Chase position peaked at $2.65M in Q3 2019.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.