MWP
JPM icon

Momentum Wealth Planning’s JPMorgan Chase JPM Stock Holding History

Momentum Wealth Planning’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 		– Sell
-6,565
Closed -$2.12M – 37
2025
Q4 		$2.12M Sell
6,565
-1,088
-14% -$337K 1.65% 15
2025
Q3 		$2.41M Buy
7,653
+1,557
+26% +$463K 1.88% 15
2025
Q2 		$1.77M Buy
+6,096
New +$1.56M 1.5% 17

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Momentum Wealth Planning's JPM Position: Q1 2026 in Review

Momentum Wealth Planning sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 6,565 shares — an estimated $2.12M sold.

Momentum Wealth Planning first reported a position in JPM in Q2 2025 and held it in 3 quarters. The position peaked at $2.41M in Q3 2025. 5,095 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Momentum Wealth Planning reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Momentum Wealth Planning sold 6,565 JPMorgan Chase shares in Q1 2026, an estimated $2.12M.
  • Momentum Wealth Planning first reported a position in JPMorgan Chase in Q2 2025 and held it in 3 quarters.
  • Momentum Wealth Planning's JPMorgan Chase position peaked at $2.41M in Q3 2025.
  • 5,095 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Momentum Wealth Planning's 13F filing for Q1 2026, filed 7 May 2026.