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Omnitrust Wealth Management’s JPMorgan Chase JPM Stock Holding History

Omnitrust 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 		$492K Sell
1,673
-178
-10% -$54K 0.64% 25
2025
Q4 		$596K Buy
+1,851
New +$573K 0.76% 26
2025
Q2 		$510K Buy
+1,558
New +$398K 0.6% 30

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

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

Omnitrust Wealth Management reduced its JPMorgan Chase (JPM) stake by 9.6% in Q1 2026, selling an estimated $54K and leaving 1,673 shares worth $492K. The position accounts for 0.64% of the portfolio, ranked #25.

Omnitrust Wealth Management first reported a position in JPM in Q2 2025 and has held it in 3 quarters since. The position peaked at $596K in Q4 2025. 5,084 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Omnitrust Wealth Management held 1,673 shares of JPMorgan Chase worth $492K as of Q1 2026.
  • Omnitrust Wealth Management sold 178 JPMorgan Chase shares in Q1 2026, an estimated $54K.
  • JPMorgan Chase made up 0.64% of Omnitrust Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Omnitrust Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's JPMorgan Chase position peaked at $596K in Q4 2025.
  • 5,084 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.