Maripau Wealth Management’s JPMorgan Chase JPM Stock Holding History

Maripau 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	$878K	Sell	2,985 -20	-0.7%	-$6.07K	0.39%	55
2025 Q4	$970K	Buy	3,005 +140	+5%	+$43.3K	0.45%	51
2025 Q3	$904K	Sell	2,865 -1,266	-31%	-$377K	0.45%	50
2025 Q2	$1.2M	Sell	4,131 -692	-14%	-$177K	0.6%	44
2025 Q1	$1.18M	Buy	4,823 +554	+13%	+$141K	0.68%	37
2024 Q4	$1.02M	Buy	+4,269	New	+$994K	0.61%	39
2024 Q3	–	Sell	-2,431	Closed	-$492K	–	95
2024 Q2	$492K	Buy	2,431 +933	+62%	+$182K	0.34%	67
2024 Q1	$300K	Sell	1,498 -113	-7%	-$20.4K	0.23%	90
2023 Q4	$274K	Buy	1,611 +65	+4%	+$9.85K	0.24%	83
2023 Q3	$224K	Buy	+1,546	New	+$232K	0.21%	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

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

Maripau Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.67% in Q1 2026, selling an estimated $6.07K and leaving 2,985 shares worth $878K. The position accounts for 0.39% of the portfolio, ranked #55.

Maripau Wealth Management first reported a position in JPM in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.2M in Q2 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Maripau Wealth Management held 2,985 shares of JPMorgan Chase worth $878K as of Q1 2026.
Maripau Wealth Management sold 20 JPMorgan Chase shares in Q1 2026, an estimated $6.07K.
JPMorgan Chase made up 0.39% of Maripau Wealth Management's portfolio in Q1 2026, its #55 holding.
Maripau Wealth Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 10 quarters since.
Maripau Wealth Management's JPMorgan Chase position peaked at $1.2M in Q2 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.