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Principle Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Principle Wealth Partners’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 		$105M Sell
357,768
-338
-0.1% -$103K 6.01% 3
2025
Q4 		$115M Buy
358,106
+2,722
+0.8% +$843K 6.49% 2
2025
Q3 		$112M Sell
355,384
-232
-0.1% -$69K 6.51% 2
2025
Q2 		$103M Buy
355,616
+3,708
+1% +$946K 6.44% 2
2025
Q1 		$86.3M Sell
351,908
-268
-0.1% -$68.3K 6.17% 1
2024
Q4 		$84.4M Sell
352,176
-544
-0.2% -$127K 5.92% 2
2024
Q3 		$74.4M Sell
352,720
-1,146
-0.3% -$241K 5.27% 2
2024
Q2 		$71.6M Sell
353,866
-342
-0.1% -$66.9K 5.45% 2
2024
Q1 		$70.9M Buy
354,208
+1,266
+0.4% +$228K 5.54% 1
2023
Q4 		$60M Sell
352,942
-439
-0.1% -$66.5K 5.17% 2
2023
Q3 		$51.2M Buy
353,381
+843
+0.2% +$126K 5.15% 2
2023
Q2 		$51.3M Sell
352,538
-1,369
-0.4% -$188K 5.15% 2
2023
Q1 		$46.1M Sell
353,907
-141
-0% -$19.3K 4.93% 2
2022
Q4 		$47.5M Buy
354,048
+2,981
+0.8% +$378K 5.38% 3
2022
Q3 		$36.7K Buy
351,067
+9,501
+3% +$1.09M 3.46% 6
2022
Q2 		$38.5M Buy
341,566
+3,295
+1% +$408K 4.63% 4
2022
Q1 		$46.1M Buy
338,271
+3,582
+1% +$529K 4.85% 4
2021
Q4 		$53M Buy
334,689
+91
+0% +$14.9K 5.56% 3
2021
Q3 		$54.8M Buy
334,598
+463
+0.1% +$72.6K 6.32% 1
2021
Q2 		$52M Sell
334,135
-533
-0.2% -$83.7K 5.9% 1
2021
Q1 		$50.9M Buy
334,668
+1,607
+0.5% +$231K 5.96% 1
2020
Q4 		$42.3M Buy
333,061
+295,120
+778% +$33M 5.58% 4
2020
Q3 		$3.65M Buy
37,941
+825
+2% +$81K 1.02% 17
2020
Q2 		$3.49M Sell
37,116
-55
-0.1% -$5.22K 1.03% 18
2020
Q1 		$3.35M Buy
37,171
+4,027
+12% +$489K 1.26% 16
2019
Q4 		$4.62M Sell
33,144
-360
-1% -$46.2K 1.48% 16
2019
Q3 		$3.94M Buy
33,504
+7,566
+29% +$856K 1.36% 17
2019
Q2 		$2.9M Buy
25,938
+1,746
+7% +$193K 1.49% 16
2019
Q1 		$2.45M Buy
24,192
+1,128
+5% +$116K 1.4% 18
2018
Q4 		$2.25M Buy
+23,064
New +$2.46M 1.89% 18

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

Principle Wealth Partners's JPM Position: Q1 2026 in Review

Principle Wealth Partners reduced its JPMorgan Chase (JPM) stake by 0.09% in Q1 2026, selling an estimated $103K and leaving 357,768 shares worth $105M. The position accounts for 6.01% of the portfolio, ranked #3.

Principle Wealth Partners first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $115M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Principle Wealth Partners held 357,768 shares of JPMorgan Chase worth $105M as of Q1 2026.
  • Principle Wealth Partners sold 338 JPMorgan Chase shares in Q1 2026, an estimated $103K.
  • JPMorgan Chase made up 6.01% of Principle Wealth Partners's portfolio in Q1 2026, its #3 holding.
  • Principle Wealth Partners first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's JPMorgan Chase position peaked at $115M in Q4 2025.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.