Jupiter Wealth Management’s JPMorgan Chase JPM Stock Holding History

Jupiter 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	$542K	Hold	1,804	–	–	0.21%	64
2025 Q4	$546K	Hold	1,804	–	–	0.24%	61
2025 Q3	$569K	Hold	1,804	–	–	0.27%	58
2025 Q2	$524K	Buy	1,804 +375	+26%	+$95.7K	0.26%	60
2025 Q1	$379K	Buy	1,429 +387	+37%	+$98.7K	0.23%	56
2024 Q4	$250K	Buy	1,042 +468	+82%	+$109K	0.13%	80
2024 Q3	$121K	Hold	574	–	–	0.06%	88
2024 Q2	$122K	Hold	574	–	–	0.06%	90
2024 Q1	$112K	Sell	574 -6,613	-92%	-$1.19M	0.06%	94
2023 Q4	$1.22M	Hold	7,187	–	–	0.72%	35
2023 Q3	$1.05M	Hold	7,187	–	–	0.68%	39
2023 Q2	$1.05M	Buy	+7,187	New	+$988K	0.9%	29
2020 Q1	–	Sell	-54,339	Closed	-$7.54M	–	83
2019 Q4	$7.54M	Sell	54,339 -95	-0.2%	-$12.2K	3.65%	10
2019 Q3	$6.41M	Sell	54,434 -2,281	-4%	-$258K	3.42%	10
2019 Q2	$6.46M	Sell	56,715 -51	-0.1%	-$5.62K	3.2%	12
2019 Q1	$6.44M	Buy	+56,766	New	+$5.85M	3.1%	13

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

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

Jupiter Wealth Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,804 shares worth $542K. The position accounts for 0.21% of the portfolio, ranked #64.

Jupiter Wealth Management first reported a position in JPM in Q1 2019 and has held it in 16 quarters since. The position peaked at $7.54M in Q4 2019. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Jupiter Wealth Management held 1,804 shares of JPMorgan Chase worth $542K as of Q1 2026.
Jupiter Wealth Management left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.21% of Jupiter Wealth Management's portfolio in Q1 2026, its #64 holding.
Jupiter Wealth Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 16 quarters since.
Jupiter Wealth Management's JPMorgan Chase position peaked at $7.54M in Q4 2019.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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