LBWM
JPM icon

Left Brain Wealth Management’s JPMorgan Chase JPM Stock Holding History

Left Brain 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 		$6.37M Buy
21,640
+9,374
+76% +$2.84M 2.5% 14
2025
Q4 		$3.95M Buy
+12,266
New +$3.8M 1.37% 29

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

Left Brain Wealth Management's JPM Position: Q1 2026 in Review

Left Brain Wealth Management increased its JPMorgan Chase (JPM) stake by 76% in Q1 2026, buying an estimated $2.84M and bringing the position to 21,640 shares worth $6.37M. The position accounts for 2.5% of the portfolio, ranked #14.

Left Brain Wealth Management first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Left Brain Wealth Management held 21,640 shares of JPMorgan Chase worth $6.37M as of Q1 2026.
  • Left Brain Wealth Management bought 9,374 JPMorgan Chase shares in Q1 2026, an estimated $2.84M.
  • JPMorgan Chase made up 2.5% of Left Brain Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Left Brain Wealth Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Left Brain Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.