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Laidlaw Wealth Management’s JPMorgan Chase JPM Stock Holding History

Laidlaw 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 		$327K Buy
1,110
+150
+16% +$45.5K 1.13% 26
2025
Q4 		$309K Sell
960
-927
-49% -$287K 0.96% 33
2025
Q3 		$595K Sell
1,887
-86
-4% -$25.6K 1.42% 25
2025
Q2 		$572K Buy
1,973
+127
+7% +$32.4K 1.65% 21
2025
Q1 		$453K Sell
1,846
-1,047
-36% -$267K 1.33% 22
2024
Q4 		$693K Sell
2,893
-136
-4% -$31.7K 0.3% 81
2024
Q3 		$639K Sell
3,029
-200
-6% -$42.1K 0.32% 87
2024
Q2 		$653K Sell
3,229
-719
-18% -$141K 0.36% 75
2024
Q1 		$791K Sell
3,948
-11,473
-74% -$2.07M 0.44% 64
2023
Q4 		$2.62M Sell
15,421
-4,524
-23% -$686K 0.95% 25
2023
Q3 		$2.89M Sell
19,945
-21,736
-52% -$3.26M 0.96% 23
2023
Q2 		$6.06M Buy
41,681
+3,782
+10% +$520K 1.19% 11
2023
Q1 		$4.94M Buy
37,899
+4,180
+12% +$573K 1.01% 15
2022
Q4 		$4.52M Buy
33,719
+634
+2% +$80.3K 0.97% 15
2022
Q3 		$3.46M Buy
33,085
+136
+0.4% +$15.6K 0.81% 26
2022
Q2 		$3.71M Buy
32,949
+2,148
+7% +$266K 0.76% 29
2022
Q1 		$4.2M Sell
30,801
-1,069
-3% -$158K 0.7% 31
2021
Q4 		$5.05M Buy
31,870
+3,691
+13% +$606K 0.81% 24
2021
Q3 		$4.61M Buy
28,179
+2,818
+11% +$442K 1.18% 18
2021
Q2 		$3.94M Buy
25,361
+122
+0.5% +$19.2K 1.02% 24
2021
Q1 		$3.84M Sell
25,239
-2,119
-8% -$305K 1.31% 14
2020
Q4 		$3.48M Buy
27,358
+12,428
+83% +$1.39M 0.73% 28
2020
Q3 		$1.44M Sell
14,930
-12
-0.1% -$1.18K 0.64% 50
2020
Q2 		$1.41M Buy
14,942
+1,168
+8% +$111K 0.73% 46
2020
Q1 		$1.24M Buy
13,774
+429
+3% +$52.1K 0.81% 42
2019
Q4 		$1.86M Buy
+13,345
New +$1.71M 1.18% 18

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

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

Laidlaw Wealth Management increased its JPMorgan Chase (JPM) stake by 16% in Q1 2026, buying an estimated $45.5K and bringing the position to 1,110 shares worth $327K. The position accounts for 1.13% of the portfolio, ranked #26.

Laidlaw Wealth Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.06M in Q2 2023. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Laidlaw Wealth Management held 1,110 shares of JPMorgan Chase worth $327K as of Q1 2026.
  • Laidlaw Wealth Management bought 150 JPMorgan Chase shares in Q1 2026, an estimated $45.5K.
  • JPMorgan Chase made up 1.13% of Laidlaw Wealth Management's portfolio in Q1 2026, its #26 holding.
  • Laidlaw Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Laidlaw Wealth Management's JPMorgan Chase position peaked at $6.06M in Q2 2023.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.