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Philip James Wealth Mangement’s JPMorgan Chase JPM Stock Holding History

Philip James Wealth Mangement’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 		$1.33M Sell
4,519
-767
-15% -$233K 0.15% 74
2025
Q4 		$1.7M Sell
5,286
-23
-0.4% -$7.12K 0.2% 72
2025
Q3 		$1.67M Sell
5,309
-388
-7% -$115K 0.2% 74
2025
Q2 		$1.65M Sell
5,697
-408
-7% -$104K 0.21% 74
2025
Q1 		$1.5M Sell
6,105
-170
-3% -$43.3K 0.18% 69
2024
Q4 		$1.5M Sell
6,275
-72
-1% -$16.8K 0.19% 68
2024
Q3 		$1.34M Buy
6,347
+5,133
+423% +$1.08M 0.16% 72
2024
Q2 		$245K Buy
1,214
+74
+6% +$14.5K 0.16% 59
2024
Q1 		$228K Buy
+1,140
New +$206K 0.16% 67

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

Philip James Wealth Mangement's JPM Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its JPMorgan Chase (JPM) stake by 15% in Q1 2026, selling an estimated $233K and leaving 4,519 shares worth $1.33M. The position accounts for 0.15% of the portfolio, ranked #74.

Philip James Wealth Mangement first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.7M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Philip James Wealth Mangement held 4,519 shares of JPMorgan Chase worth $1.33M as of Q1 2026.
  • Philip James Wealth Mangement sold 767 JPMorgan Chase shares in Q1 2026, an estimated $233K.
  • JPMorgan Chase made up 0.15% of Philip James Wealth Mangement's portfolio in Q1 2026, its #74 holding.
  • Philip James Wealth Mangement first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
  • Philip James Wealth Mangement's JPMorgan Chase position peaked at $1.7M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.