Leo Wealth LLC’s JPMorgan Chase JPM Stock Holding History

Leo Wealth LLC’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	$2.31M	Sell	7,847 -772	-9%	-$234K	0.17%	108
2025 Q4	$2.78M	Buy	8,619 +3,816	+79%	+$1.18M	0.2%	87
2025 Q3	$1.52M	Sell	4,803 -4,950	-51%	-$1.47M	0.2%	90
2025 Q2	$2.82M	Buy	9,753 +4,358	+81%	+$1.11M	0.22%	88
2025 Q1	$1.32M	Sell	5,395 -3,163	-37%	-$806K	0.19%	102
2024 Q4	$2.05M	Buy	8,558 +94	+1%	+$21.9K	0.18%	99
2024 Q3	$1.78M	Sell	8,464 -1,038	-11%	-$219K	0.16%	100
2024 Q2	$1.94M	Sell	9,502 -813	-8%	-$159K	0.2%	91
2024 Q1	$2.06M	Sell	10,315 -453	-4%	-$81.7K	0.21%	85
2023 Q4	$1.91M	Buy	+10,768	New	+$1.63M	0.2%	87

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

Leo Wealth LLC's JPM Position: Q1 2026 in Review

Leo Wealth LLC reduced its JPMorgan Chase (JPM) stake by 9% in Q1 2026, selling an estimated $234K and leaving 7,847 shares worth $2.31M. The position accounts for 0.17% of the portfolio, ranked #108.

Leo Wealth LLC first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.82M in Q2 2025. 5,061 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Leo Wealth LLC held 7,847 shares of JPMorgan Chase worth $2.31M as of Q1 2026.
Leo Wealth LLC sold 772 JPMorgan Chase shares in Q1 2026, an estimated $234K.
JPMorgan Chase made up 0.17% of Leo Wealth LLC's portfolio in Q1 2026, its #108 holding.
Leo Wealth LLC first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Leo Wealth LLC's JPMorgan Chase position peaked at $2.82M in Q2 2025.
5,061 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.