JWM
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Jessup Wealth Management’s JPMorgan Chase JPM Stock Holding History

Jessup 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 		$5.14M Sell
17,470
-47
-0.3% -$14.3K 1.88% 20
2025
Q4 		$5.64M Buy
17,517
+1,586
+10% +$491K 1.87% 19
2025
Q3 		$5.03M Buy
15,931
+60
+0.4% +$17.8K 1.87% 17
2025
Q2 		$4.6M Buy
15,871
+49
+0.3% +$12.5K 1.85% 18
2025
Q1 		$3.88M Buy
15,822
+14,866
+1,555% +$3.79M 1.63% 21
2024
Q4 		$229K Buy
+956
New +$223K 0.1% 62
2024
Q3 		– Sell
-15,321
Closed -$3.1M – 63
2024
Q2 		$3.1M Buy
15,321
+65
+0.4% +$12.7K 1.32% 26
2024
Q1 		$3.06M Sell
15,256
-32,204
-68% -$5.81M 1.31% 27
2023
Q4 		$8.07M Sell
47,460
-930
-2% -$141K 4.03% 8
2023
Q3 		$7.02M Buy
48,390
+33,376
+222% +$5M 4.04% 5
2023
Q2 		$2.18M Sell
15,014
-635
-4% -$87.3K 1.17% 26
2023
Q1 		$2.04M Buy
15,649
+715
+5% +$98K 1.21% 24
2022
Q4 		$2M Buy
+14,934
New +$1.89M 1.27% 26

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

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

Jessup Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.27% in Q1 2026, selling an estimated $14.3K and leaving 17,470 shares worth $5.14M. The position accounts for 1.88% of the portfolio, ranked #20.

Jessup Wealth Management first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. The position peaked at $8.07M in Q4 2023. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Jessup Wealth Management held 17,470 shares of JPMorgan Chase worth $5.14M as of Q1 2026.
  • Jessup Wealth Management sold 47 JPMorgan Chase shares in Q1 2026, an estimated $14.3K.
  • JPMorgan Chase made up 1.88% of Jessup Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Jessup Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
  • Jessup Wealth Management's JPMorgan Chase position peaked at $8.07M in Q4 2023.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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