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PMG Wealth Management’s JPMorgan Chase JPM Stock Holding History

PMG 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 		$243K Sell
825
-188
-19% -$57.1K 0.18% 54
2025
Q4 		$326K Buy
1,013
+88
+10% +$27.2K 0.24% 45
2025
Q3 		$287K Hold
925
– – 0.22% 47
2025
Q2 		$268K Buy
+925
New +$236K 0.22% 45

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

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

PMG Wealth Management reduced its JPMorgan Chase (JPM) stake by 19% in Q1 2026, selling an estimated $57.1K and leaving 825 shares worth $243K. The position accounts for 0.18% of the portfolio, ranked #54.

PMG Wealth Management first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $326K in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • PMG Wealth Management held 825 shares of JPMorgan Chase worth $243K as of Q1 2026.
  • PMG Wealth Management sold 188 JPMorgan Chase shares in Q1 2026, an estimated $57.1K.
  • JPMorgan Chase made up 0.18% of PMG Wealth Management's portfolio in Q1 2026, its #54 holding.
  • PMG Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • PMG Wealth Management's JPMorgan Chase position peaked at $326K in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.