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Jeppson Wealth Management’s JPMorgan Chase JPM Stock Holding History

Jeppson 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 		$3.69M Sell
12,557
-19
-0.2% -$5.77K 1.16% 19
2025
Q4 		$4.05M Sell
12,576
-29
-0.2% -$8.98K 1.28% 17
2025
Q3 		$3.98M Sell
12,605
-51
-0.4% -$15.2K 1.27% 15
2025
Q2 		$3.67M Sell
12,656
-715
-5% -$182K 1.27% 15
2025
Q1 		$3.28M Sell
13,371
-898
-6% -$229K 1.2% 16
2024
Q4 		$3.42M Sell
14,269
-19
-0.1% -$4.42K 1.24% 15
2024
Q3 		$3.01M Sell
14,288
-40
-0.3% -$8.43K 1.08% 17
2024
Q2 		$2.9M Sell
14,328
-9
-0.1% -$1.76K 1.11% 18
2024
Q1 		$2.87M Sell
14,337
-310
-2% -$55.9K 1.11% 19
2023
Q4 		$2.49M Sell
14,647
-4
-0% -$606 1.03% 20
2023
Q3 		$2.12M Sell
14,651
-700
-5% -$105K 0.97% 22
2023
Q2 		$2.23M Sell
15,351
-296
-2% -$40.7K 0.97% 21
2023
Q1 		$2.04M Sell
15,647
-256
-2% -$35.1K 0.89% 24
2022
Q4 		$2.13M Sell
15,903
-684
-4% -$86.7K 0.9% 24
2022
Q3 		$1.73M Sell
16,587
-706
-4% -$81K 0.79% 27
2022
Q2 		$1.95M Buy
17,293
+1,874
+12% +$232K 0.84% 23
2022
Q1 		$2.1M Buy
15,419
+1,651
+12% +$244K 0.98% 20
2021
Q4 		$2.18M Buy
13,768
+85
+0.6% +$14K 1.05% 19
2021
Q3 		$2.24M Buy
13,683
+210
+2% +$32.9K 1.17% 16
2021
Q2 		$2.1M Sell
13,473
-125
-0.9% -$19.6K 1.14% 17
2021
Q1 		$2.07M Sell
13,598
-1,715
-11% -$247K 1.23% 16
2020
Q4 		$1.95M Buy
15,313
+1,300
+9% +$145K 1.29% 14
2020
Q3 		$1.35M Buy
+14,013
New +$1.38M 1.06% 20

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

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

Jeppson Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.15% in Q1 2026, selling an estimated $5.77K and leaving 12,557 shares worth $3.69M. The position accounts for 1.16% of the portfolio, ranked #19.

Jeppson Wealth Management first reported a position in JPM in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.05M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Jeppson Wealth Management held 12,557 shares of JPMorgan Chase worth $3.69M as of Q1 2026.
  • Jeppson Wealth Management sold 19 JPMorgan Chase shares in Q1 2026, an estimated $5.77K.
  • JPMorgan Chase made up 1.16% of Jeppson Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Jeppson Wealth Management first reported a position in JPMorgan Chase in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's JPMorgan Chase position peaked at $4.05M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.