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Peterson Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Peterson Wealth Advisors’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 		$615K Sell
2,092
-43
-2% -$13.1K 0.08% 55
2025
Q4 		$688K Buy
2,135
+72
+3% +$22.3K 0.09% 54
2025
Q3 		$635K Buy
2,063
+33
+2% +$9.81K 0.09% 56
2025
Q2 		$589K Buy
2,030
+3
+0.1% +$766 0.1% 58
2025
Q1 		$435K Buy
2,027
+136
+7% +$34.7K 0.08% 62
2024
Q4 		$460K Buy
1,891
+88
+5% +$20.5K 0.08% 60
2024
Q3 		$380K Buy
1,803
+311
+21% +$65.5K 0.07% 59
2024
Q2 		$302K Buy
1,492
+54
+4% +$10.6K 0.06% 64
2024
Q1 		$288K Buy
1,438
+7
+0.5% +$1.26K 0.06% 60
2023
Q4 		$243K Buy
1,431
+8
+0.6% +$1.21K 0.06% 61
2023
Q3 		$206K Buy
1,423
+23
+2% +$3.45K 0.06% 60
2023
Q2 		$205K Buy
+1,400
New +$193K 0.05% 62
2022
Q1 		– Sell
-1,363
Closed -$216K – 59
2021
Q4 		$216K Buy
+1,363
New +$224K 0.06% 56

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Peterson Wealth Advisors's JPM Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 2% in Q1 2026, selling an estimated $13.1K and leaving 2,092 shares worth $615K. The position accounts for 0.08% of the portfolio, ranked #55.

Peterson Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. The position peaked at $688K in Q4 2025. 5,065 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Peterson Wealth Advisors held 2,092 shares of JPMorgan Chase worth $615K as of Q1 2026.
  • Peterson Wealth Advisors sold 43 JPMorgan Chase shares in Q1 2026, an estimated $13.1K.
  • JPMorgan Chase made up 0.08% of Peterson Wealth Advisors's portfolio in Q1 2026, its #55 holding.
  • Peterson Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
  • Peterson Wealth Advisors's JPMorgan Chase position peaked at $688K in Q4 2025.
  • 5,065 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.