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Landmark Wealth Management (New York)’s JPMorgan Chase JPM Stock Holding History

Landmark Wealth Management (New York)’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 		$2.28M Buy
+7,745
New +$2.35M 0.61% 37
2022
Q2 		– Sell
-463
Closed -$463 – 117
2022
Q1 		$463 Buy
+463
New +$68.3K ﹤0.01% 128

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

Landmark Wealth Management (New York)'s JPM Position: Q1 2026 in Review

Landmark Wealth Management (New York) opened a new position in JPMorgan Chase (JPM) in Q1 2026: 7,745 shares worth $2.28M. The stake represents 0.61% of the portfolio and ranks #37 among its holdings. This is a return to the name: Landmark Wealth Management (New York) previously reported a position in JPM as recently as Q1 2022.

Landmark Wealth Management (New York) first reported a position in JPM in Q1 2022 and has held it in 2 quarters since. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Landmark Wealth Management (New York) held 7,745 shares of JPMorgan Chase worth $2.28M as of Q1 2026.
  • JPMorgan Chase was a new Landmark Wealth Management (New York) position in Q1 2026.
  • JPMorgan Chase made up 0.61% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #37 holding.
  • Landmark Wealth Management (New York) first reported a position in JPMorgan Chase in Q1 2022 and has held it in 2 quarters since.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.