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Private Wealth Asset Management’s JPMorgan Chase JPM Stock Holding History

Private Wealth Asset 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 		$8.27M Sell
28,115
-1,624
-5% -$493K 0.88% 28
2025
Q4 		$9.58M Buy
29,739
+193
+0.7% +$59.8K 1.04% 20
2025
Q3 		$9.32M Sell
29,546
-141
-0.5% -$41.9K 1.1% 17
2025
Q2 		$8.61M Sell
29,687
-2,545
-8% -$649K 1.14% 19
2025
Q1 		$7.91M Buy
+32,232
New +$8.22M 1.14% 17

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

Private Wealth Asset Management's JPM Position: Q1 2026 in Review

Private Wealth Asset Management reduced its JPMorgan Chase (JPM) stake by 5.5% in Q1 2026, selling an estimated $493K and leaving 28,115 shares worth $8.27M. The position accounts for 0.88% of the portfolio, ranked #28.

Private Wealth Asset Management first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.58M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Private Wealth Asset Management held 28,115 shares of JPMorgan Chase worth $8.27M as of Q1 2026.
  • Private Wealth Asset Management sold 1,624 JPMorgan Chase shares in Q1 2026, an estimated $493K.
  • JPMorgan Chase made up 0.88% of Private Wealth Asset Management's portfolio in Q1 2026, its #28 holding.
  • Private Wealth Asset Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's JPMorgan Chase position peaked at $9.58M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.