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Journey Strategic Wealth’s JPMorgan Chase JPM Stock Holding History

Journey Strategic 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 		$11M Buy
37,493
+2,190
+6% +$665K 0.27% 31
2025
Q4 		$11.4M Sell
35,303
-366
-1% -$113K 0.3% 31
2025
Q3 		$11.3M Buy
35,669
+97
+0.3% +$28.8K 0.32% 27
2025
Q2 		$10.3M Buy
35,572
+8,693
+32% +$2.22M 0.33% 26
2025
Q1 		$6.59M Buy
26,879
+6,089
+29% +$1.55M 0.23% 36
2024
Q4 		$4.98M Buy
20,790
+2,762
+15% +$643K 0.19% 35
2024
Q3 		$3.8M Buy
18,028
+4,279
+31% +$901K 0.14% 43
2024
Q2 		$2.78M Buy
13,749
+1,748
+15% +$342K 0.12% 38
2024
Q1 		$2.4M Buy
12,001
+2,596
+28% +$468K 0.11% 37
2023
Q4 		$1.6M Buy
9,405
+531
+6% +$80.5K 0.08% 48
2023
Q3 		$1.29M Sell
8,874
-1,165
-12% -$175K 0.06% 49
2023
Q2 		$1.46M Sell
10,039
-1,245
-11% -$171K 0.07% 44
2023
Q1 		$1.47M Sell
11,284
-833
-7% -$114K 0.15% 43
2022
Q4 		$1.62M Buy
12,117
+3,659
+43% +$464K 0.19% 36
2022
Q3 		$885K Buy
8,458
+2,270
+37% +$261K 0.12% 47
2022
Q2 		$697K Sell
6,188
-313
-5% -$38.8K 0.09% 49
2022
Q1 		$886K Buy
6,501
+803
+14% +$119K 0.1% 29
2021
Q4 		$902K Buy
+5,698
New +$936K 0.09% 44

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

Journey Strategic Wealth's JPM Position: Q1 2026 in Review

Journey Strategic Wealth increased its JPMorgan Chase (JPM) stake by 6.2% in Q1 2026, buying an estimated $665K and bringing the position to 37,493 shares worth $11M. The position accounts for 0.27% of the portfolio, ranked #31.

Journey Strategic Wealth first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.4M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Journey Strategic Wealth held 37,493 shares of JPMorgan Chase worth $11M as of Q1 2026.
  • Journey Strategic Wealth bought 2,190 JPMorgan Chase shares in Q1 2026, an estimated $665K.
  • JPMorgan Chase made up 0.27% of Journey Strategic Wealth's portfolio in Q1 2026, its #31 holding.
  • Journey Strategic Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Journey Strategic Wealth's JPMorgan Chase position peaked at $11.4M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.