Potentia Wealth’s JPMorgan Chase JPM Stock Holding History

Potentia Wealth’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	–	Sell	-1,758	Closed	-$566K	–	97
2025 Q4	$566K	Hold	1,758	–	–	0.21%	48
2025 Q3	$555K	Hold	1,758	–	–	0.21%	54
2025 Q2	$510K	Hold	1,758	–	–	0.29%	43
2025 Q1	$431K	Hold	1,758	–	–	0.2%	63
2024 Q4	$421K	Buy	+1,758	New	+$409K	0.19%	67

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

Potentia Wealth's JPM Position: Q1 2026 in Review

Potentia Wealth sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 1,758 shares — an estimated $566K sold.

Potentia Wealth first reported a position in JPM in Q4 2024 and held it in 5 quarters. The position peaked at $566K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Potentia Wealth reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Potentia Wealth sold 1,758 JPMorgan Chase shares in Q1 2026, an estimated $566K.
Potentia Wealth first reported a position in JPMorgan Chase in Q4 2024 and held it in 5 quarters.
Potentia Wealth's JPMorgan Chase position peaked at $566K in Q4 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.