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Pettyjohn Wood & White’s JPMorgan Chase JPM Stock Holding History

Pettyjohn Wood & White’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 		$18.8M Sell
63,828
-155
-0.2% -$47K 2.99% 6
2025
Q4 		$20.6M Sell
63,983
-291
-0.5% -$90.1K 3.23% 5
2025
Q3 		$20.3M Sell
64,274
-1
-0% -$297 3.35% 5
2025
Q2 		$18.6M Sell
64,275
-122
-0.2% -$31.1K 3.33% 4
2025
Q1 		$15.8M Sell
64,397
-4,123
-6% -$1.05M 3.03% 5
2024
Q4 		$16.4M Buy
68,520
+104
+0.2% +$24.2K 3.01% 5
2024
Q3 		$14.4M Sell
68,416
-1,135
-2% -$239K 2.66% 8
2024
Q2 		$14.1M Sell
69,551
-624
-0.9% -$122K 2.73% 7
2024
Q1 		$14.1M Buy
70,175
+195
+0.3% +$35.2K 2.8% 6
2023
Q4 		$11.9M Sell
69,980
-207
-0.3% -$31.4K 2.58% 9
2023
Q3 		$10.2M Buy
70,187
+713
+1% +$107K 2.4% 11
2023
Q2 		$10.1M Buy
69,474
+594
+0.9% +$81.7K 2.33% 12
2023
Q1 		$8.98M Buy
68,880
+602
+0.9% +$82.5K 2.19% 12
2022
Q4 		$9.16M Sell
68,278
-215
-0.3% -$27.2K 2.28% 11
2022
Q3 		$7.16M Buy
68,493
+380
+0.6% +$43.6K 1.91% 14
2022
Q2 		$7.67M Buy
68,113
+3,046
+5% +$377K 1.81% 16
2022
Q1 		$8.87M Buy
65,067
+835
+1% +$123K 1.9% 14
2021
Q4 		$10.2M Sell
64,232
-48
-0.1% -$7.88K 2.1% 10
2021
Q3 		$10.5M Buy
64,280
+193
+0.3% +$30.3K 2.34% 9
2021
Q2 		$9.97M Buy
64,087
+258
+0.4% +$40.5K 2.23% 10
2021
Q1 		$9.72M Buy
63,829
+707
+1% +$102K 2.3% 8
2020
Q4 		$8.02M Buy
63,122
+1,855
+3% +$207K 2.05% 13
2020
Q3 		$5.9M Sell
61,267
-775
-1% -$76.1K 1.72% 18
2020
Q2 		$5.84M Buy
62,042
+960
+2% +$91.1K 1.87% 15
2020
Q1 		$5.5M Buy
61,082
+760
+1% +$92.3K 2.05% 13
2019
Q4 		$8.41M Sell
60,322
-567
-0.9% -$72.7K 2.42% 7
2019
Q3 		$7.17M Sell
60,889
-245
-0.4% -$27.7K 2.18% 12
2019
Q2 		$6.83M Buy
61,134
+1,161
+2% +$128K 2.12% 14
2019
Q1 		$6.07M Buy
59,973
+2,615
+5% +$269K 1.98% 14
2018
Q4 		$5.6M Buy
57,358
+1,847
+3% +$197K 2.05% 13
2018
Q3 		$6.26M Buy
55,511
+880
+2% +$99.9K 2.04% 13
2018
Q2 		$5.69M Buy
54,631
+7,181
+15% +$788K 1.99% 13
2018
Q1 		$5.22M Buy
47,450
+2,610
+6% +$296K 1.89% 13
2017
Q4 		$4.79M Sell
44,840
-3,131
-7% -$317K 1.72% 16
2017
Q3 		$4.58M Sell
47,971
-1,653
-3% -$152K 1.7% 15
2017
Q2 		$4.54M Buy
49,624
+721
+1% +$62.2K 1.68% 16
2017
Q1 		$4.3M Buy
48,903
+20,725
+74% +$1.83M 1.6% 18
2016
Q4 		$2.43M Sell
28,178
-65
-0.2% -$4.96K 0.94% 39
2016
Q3 		$1.88M Sell
28,243
-950
-3% -$61.9K 0.9% 40
2016
Q2 		$1.81M Sell
29,193
-160
-0.5% -$9.99K 0.72% 47
2016
Q1 		$1.74M Buy
29,353
+1,709
+6% +$99.8K 0.71% 51
2015
Q4 		$1.82M Buy
27,644
+2,143
+8% +$140K 0.77% 48
2015
Q3 		$1.55M Buy
25,501
+125
+0.5% +$8.19K 0.71% 52
2015
Q2 		$1.72M Sell
25,376
-925
-4% -$60.4K 0.72% 53
2015
Q1 		$1.59M Sell
26,301
-565
-2% -$33.5K 0.66% 53
2014
Q4 		$1.68M Hold
26,866
– – 0.7% 51
2014
Q3 		$1.62M Sell
26,866
-325
-1% -$19K 0.7% 50
2014
Q2 		$1.57M Sell
27,191
-180
-0.7% -$10.1K 0.69% 47
2014
Q1 		$1.66M Buy
+27,371
New +$1.58M 0.76% 44

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

Pettyjohn Wood & White's JPM Position: Q1 2026 in Review

Pettyjohn Wood & White reduced its JPMorgan Chase (JPM) stake by 0.24% in Q1 2026, selling an estimated $47K and leaving 63,828 shares worth $18.8M. The position accounts for 2.99% of the portfolio, ranked #6.

Pettyjohn Wood & White first reported a position in JPM in Q1 2014 and has held it in 49 quarters since. The position peaked at $20.6M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Pettyjohn Wood & White held 63,828 shares of JPMorgan Chase worth $18.8M as of Q1 2026.
  • Pettyjohn Wood & White sold 155 JPMorgan Chase shares in Q1 2026, an estimated $47K.
  • JPMorgan Chase made up 2.99% of Pettyjohn Wood & White's portfolio in Q1 2026, its #6 holding.
  • Pettyjohn Wood & White first reported a position in JPMorgan Chase in Q1 2014 and has held it in 49 quarters since.
  • Pettyjohn Wood & White's JPMorgan Chase position peaked at $20.6M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.