MPW
JPM icon

Magnolia Private Wealth’s JPMorgan Chase JPM Stock Holding History

Magnolia Private Wealth’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 		$971K Buy
3,300
+364
+12% +$110K 0.65% 41
2025
Q4 		$946K Sell
2,936
-186
-6% -$57.6K 0.66% 37
2025
Q3 		$985K Buy
3,122
+47
+2% +$14K 0.72% 39
2025
Q2 		$891K Sell
3,075
-27
-0.9% -$6.89K 0.69% 38
2025
Q1 		$761K Buy
3,102
+361
+13% +$92K 0.63% 40
2024
Q4 		$657K Buy
+2,741
New +$638K 0.56% 43

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

Magnolia Private Wealth's JPM Position: Q1 2026 in Review

Magnolia Private Wealth increased its JPMorgan Chase (JPM) stake by 12% in Q1 2026, buying an estimated $110K and bringing the position to 3,300 shares worth $971K. The position accounts for 0.65% of the portfolio, ranked #41.

Magnolia Private Wealth first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $985K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Magnolia Private Wealth held 3,300 shares of JPMorgan Chase worth $971K as of Q1 2026.
  • Magnolia Private Wealth bought 364 JPMorgan Chase shares in Q1 2026, an estimated $110K.
  • JPMorgan Chase made up 0.65% of Magnolia Private Wealth's portfolio in Q1 2026, its #41 holding.
  • Magnolia Private Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Magnolia Private Wealth's JPMorgan Chase position peaked at $985K in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.