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Pasadena Private Wealth’s JPMorgan Chase JPM Stock Holding History

Pasadena Private Wealth’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 		$1.43M Buy
4,863
+124
+3% +$37.6K 0.2% 66
2025
Q4 		$1.53M Sell
4,739
-44
-0.9% -$13.6K 0.21% 59
2025
Q3 		$1.51M Sell
4,783
-41
-0.8% -$12.2K 0.22% 54
2025
Q2 		$1.4M Buy
4,824
+21
+0.4% +$5.36K 0.24% 50
2025
Q1 		$1.18M Buy
4,803
+1,511
+46% +$385K 0.23% 55
2024
Q4 		$789K Sell
3,292
-1,798
-35% -$419K 0.16% 70
2024
Q3 		$695K Buy
5,090
+1,802
+55% +$380K 0.15% 73
2024
Q2 		$665K Sell
3,288
-75
-2% -$14.7K 0.15% 69
2024
Q1 		$674K Buy
3,363
+2
+0.1% +$361 0.16% 69
2023
Q4 		$572K Buy
3,361
+9
+0.3% +$1.36K 0.14% 74
2023
Q3 		$486K Sell
3,352
-145
-4% -$21.7K 0.15% 52
2023
Q2 		$509K Buy
3,497
+39
+1% +$5.36K 0.14% 52
2023
Q1 		$451K Buy
3,458
+2
+0.1% +$274 0.13% 56
2022
Q4 		$463K Sell
3,456
-164
-5% -$20.8K 0.14% 52
2022
Q3 		$378K Buy
3,620
+263
+8% +$30.2K 0.13% 51
2022
Q2 		$378K Sell
3,357
-84
-2% -$10.4K 0.13% 52
2022
Q1 		$469K Sell
3,441
-4,161
-55% -$614K 0.15% 47
2021
Q4 		$1.2M Buy
7,602
+924
+14% +$152K 0.39% 34
2021
Q3 		$1.09M Buy
6,678
+66
+1% +$10.3K 0.38% 30
2021
Q2 		$1.03M Buy
6,612
+131
+2% +$20.6K 0.35% 33
2021
Q1 		$987K Buy
6,481
+30
+0.5% +$4.32K 0.36% 31
2020
Q4 		$820K Sell
6,451
-545
-8% -$60.9K 0.31% 30
2020
Q3 		$673K Buy
6,996
+212
+3% +$20.8K 0.26% 33
2020
Q2 		$638K Buy
6,784
+653
+11% +$62K 0.24% 38
2020
Q1 		$578K Buy
6,131
+1,782
+41% +$217K 0.24% 39
2019
Q4 		$606K Buy
4,349
+2
+0% +$257 0.27% 33
2019
Q3 		$512K Buy
4,347
+2
+0% +$226 0.24% 33
2019
Q2 		$486K Buy
4,345
+2
+0% +$221 0.23% 31
2019
Q1 		$440K Buy
+4,343
New +$447K 0.48% 23

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

Pasadena Private Wealth's JPM Position: Q1 2026 in Review

Pasadena Private Wealth increased its JPMorgan Chase (JPM) stake by 2.6% in Q1 2026, buying an estimated $37.6K and bringing the position to 4,863 shares worth $1.43M. The position accounts for 0.2% of the portfolio, ranked #66.

Pasadena Private Wealth first reported a position in JPM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.53M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Pasadena Private Wealth held 4,863 shares of JPMorgan Chase worth $1.43M as of Q1 2026.
  • Pasadena Private Wealth bought 124 JPMorgan Chase shares in Q1 2026, an estimated $37.6K.
  • JPMorgan Chase made up 0.2% of Pasadena Private Wealth's portfolio in Q1 2026, its #66 holding.
  • Pasadena Private Wealth first reported a position in JPMorgan Chase in Q1 2019 and has held it in 29 quarters since.
  • Pasadena Private Wealth's JPMorgan Chase position peaked at $1.53M in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pasadena Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.