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Pitti Group Wealth Management’s JPMorgan Chase JPM Stock Holding History

Pitti Group 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 		$658K Buy
2,238
+30
+1% +$9.11K 0.53% 40
2025
Q4 		$711K Buy
2,208
+6
+0.3% +$1.86K 0.58% 36
2025
Q3 		$695K Sell
2,202
-322
-13% -$95.8K 0.59% 34
2025
Q2 		$732K Buy
2,524
+22
+0.9% +$5.61K 0.63% 34
2025
Q1 		$614K Sell
2,502
-39
-2% -$9.94K 0.63% 37
2024
Q4 		$609K Sell
2,541
-296
-10% -$68.9K 0.62% 41
2024
Q3 		$483K Hold
2,837
– – 0.53% 40
2024
Q2 		$483K Buy
2,837
+60
+2% +$11.7K 0.53% 40
2024
Q1 		$543K Sell
2,777
-60
-2% -$10.8K 0.61% 38
2023
Q4 		$483K Sell
2,837
-472
-14% -$71.5K 0.53% 40
2023
Q3 		$480K Buy
3,309
+23
+0.7% +$3.45K 0.55% 42
2023
Q2 		$478K Buy
3,286
+174
+6% +$23.9K 0.54% 41
2023
Q1 		$406K Buy
3,112
+6
+0.2% +$822 0.45% 47
2022
Q4 		$416K Buy
3,106
+193
+7% +$24.5K 0.5% 46
2022
Q3 		$304K Buy
2,913
+274
+10% +$31.4K 0.42% 48
2022
Q2 		$297K Buy
2,639
+200
+8% +$24.8K 0.41% 52
2022
Q1 		$332K Buy
2,439
+97
+4% +$14.3K 0.39% 54
2021
Q4 		$371K Buy
+2,342
New +$385K 0.41% 56

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

Pitti Group Wealth Management's JPM Position: Q1 2026 in Review

Pitti Group Wealth Management increased its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, buying an estimated $9.11K and bringing the position to 2,238 shares worth $658K. The position accounts for 0.53% of the portfolio, ranked #40.

Pitti Group Wealth Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $732K in Q2 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Pitti Group Wealth Management held 2,238 shares of JPMorgan Chase worth $658K as of Q1 2026.
  • Pitti Group Wealth Management bought 30 JPMorgan Chase shares in Q1 2026, an estimated $9.11K.
  • JPMorgan Chase made up 0.53% of Pitti Group Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Pitti Group Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Pitti Group Wealth Management's JPMorgan Chase position peaked at $732K in Q2 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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