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Morey & Quinn Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Morey & Quinn Wealth Partners’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 		$462K Buy
1,571
+82
+6% +$24.9K 0.33% 75
2025
Q4 		$480K Hold
1,489
– – 0.34% 72
2025
Q3 		$470K Sell
1,489
-175
-11% -$52K 0.35% 74
2025
Q2 		$482K Buy
1,664
+38
+2% +$9.7K 0.39% 64
2025
Q1 		$399K Buy
1,626
+138
+9% +$35.2K 0.33% 77
2024
Q4 		$357K Buy
+1,488
New +$347K 0.3% 81

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

Morey & Quinn Wealth Partners's JPM Position: Q1 2026 in Review

Morey & Quinn Wealth Partners increased its JPMorgan Chase (JPM) stake by 5.5% in Q1 2026, buying an estimated $24.9K and bringing the position to 1,571 shares worth $462K. The position accounts for 0.33% of the portfolio, ranked #75.

Morey & Quinn Wealth Partners first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $482K in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Morey & Quinn Wealth Partners held 1,571 shares of JPMorgan Chase worth $462K as of Q1 2026.
  • Morey & Quinn Wealth Partners bought 82 JPMorgan Chase shares in Q1 2026, an estimated $24.9K.
  • JPMorgan Chase made up 0.33% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #75 holding.
  • Morey & Quinn Wealth Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Morey & Quinn Wealth Partners's JPMorgan Chase position peaked at $482K in Q2 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.