Peterson Wealth Management’s JPMorgan Chase JPM Stock Holding History

Peterson 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	$3.99M	Sell	13,550 -1,196	-8%	-$363K	2.31%	16
2025 Q4	$4.75M	Buy	14,746 +175	+1%	+$54.2K	3.53%	9
2025 Q3	$4.6M	Sell	14,571 -1,674	-10%	-$498K	3.18%	12
2025 Q2	$4.71M	Buy	+16,245	New	+$4.15M	2.79%	13
2025 Q1	–	Sell	-842	Closed	-$202K	–	51
2024 Q4	$202K	Buy	+842	New	+$196K	0.12%	49
2022 Q2	–	Sell	-7,436	Closed	-$1.01M	–	50
2022 Q1	$1.01M	Sell	7,436 -4,283	-37%	-$632K	0.68%	42
2021 Q4	$1.86M	Buy	11,719 +389	+3%	+$63.9K	1.24%	30
2021 Q3	$1.85M	Buy	11,330 +35	+0.3%	+$5.49K	1.44%	24
2021 Q2	$1.76M	Buy	11,295 +4,176	+59%	+$656K	1.37%	24
2021 Q1	$1.08M	Buy	+7,119	New	+$1.02M	0.92%	29

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Peterson Wealth Management reduced its JPMorgan Chase (JPM) stake by 8.1% in Q1 2026, selling an estimated $363K and leaving 13,550 shares worth $3.99M. The position accounts for 2.31% of the portfolio, ranked #16.

Peterson Wealth Management first reported a position in JPM in Q1 2021 and has held it in 10 quarters since. The position peaked at $4.75M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Peterson Wealth Management held 13,550 shares of JPMorgan Chase worth $3.99M as of Q1 2026.
Peterson Wealth Management sold 1,196 JPMorgan Chase shares in Q1 2026, an estimated $363K.
JPMorgan Chase made up 2.31% of Peterson Wealth Management's portfolio in Q1 2026, its #16 holding.
Peterson Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 10 quarters since.
Peterson Wealth Management's JPMorgan Chase position peaked at $4.75M in Q4 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.