Modern Wealth Management’s JPMorgan Chase JPM Stock Holding History

Modern 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	$48.4M	Buy	163,931 +5,746	+4%	+$1.74M	0.83%	28
2025 Q4	$51M	Buy	158,185 +2,314	+1%	+$716K	0.93%	24
2025 Q3	$49.2M	Sell	155,871 -66	-0%	-$19.6K	0.97%	21
2025 Q2	$45.2M	Sell	155,937 -852	-0.5%	-$217K	1.11%	15
2025 Q1	$38.5M	Buy	156,789 +1,546	+1%	+$394K	1.23%	18
2024 Q4	$37.2M	Buy	155,243 +128,244	+475%	+$29.9M	1.39%	17
2024 Q3	$5.69M	Buy	26,999 +1,197	+5%	+$252K	0.35%	53
2024 Q2	$5.22M	Buy	25,802 +1,982	+8%	+$387K	0.38%	45
2024 Q1	$4.77M	Buy	23,820 +22,456	+1,646%	+$4.05M	0.44%	34
2023 Q4	$232K	Buy	+1,364	New	+$207K	0.03%	170

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

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

Modern Wealth Management increased its JPMorgan Chase (JPM) stake by 3.6% in Q1 2026, buying an estimated $1.74M and bringing the position to 163,931 shares worth $48.4M. The position accounts for 0.83% of the portfolio, ranked #28.

Modern Wealth Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $51M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Modern Wealth Management held 163,931 shares of JPMorgan Chase worth $48.4M as of Q1 2026.
Modern Wealth Management bought 5,746 JPMorgan Chase shares in Q1 2026, an estimated $1.74M.
JPMorgan Chase made up 0.83% of Modern Wealth Management's portfolio in Q1 2026, its #28 holding.
Modern Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's JPMorgan Chase position peaked at $51M in Q4 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.