Private Wealth Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.4M | Sell |
150,859
-3,073
| -2% | -$933K | 3.42% | 7 |
|
|
2025
Q4 | $49.6M | Sell |
153,932
-2,134
| -1% | -$661K | 3.52% | 6 |
|
|
2025
Q3 | $49.2M | Sell |
156,066
-1,375
| -0.9% | -$409K | 3.51% | 7 |
|
|
2025
Q2 | $45.6M | Sell |
157,441
-3,212
| -2% | -$820K | 3.56% | 7 |
|
|
2025
Q1 | $39.4M | Sell |
160,653
-12,256
| -7% | -$3.12M | 3.26% | 8 |
|
|
2024
Q4 | $41.4M | Sell |
172,909
-2,483
| -1% | -$578K | 3.18% | 7 |
|
|
2024
Q3 | $37M | Sell |
175,392
-51,910
| -23% | -$10.9M | 2.95% | 9 |
|
|
2024
Q2 | $46M | Sell |
227,302
-6,942
| -3% | -$1.36M | 3.41% | 7 |
|
|
2024
Q1 | $46.9M | Sell |
234,244
-3,438
| -1% | -$620K | 3.75% | 8 |
|
|
2023
Q4 | $40.4M | Buy |
237,682
+236
| +0.1% | +$35.8K | 3.42% | 7 |
|
|
2023
Q3 | $34.4M | Buy |
237,446
+261
| +0.1% | +$39.1K | 3.29% | 9 |
|
|
2023
Q2 | $34.5M | Sell |
237,185
-773
| -0.3% | -$106K | 3.17% | 9 |
|
|
2023
Q1 | $31M | Buy |
237,958
+10,766
| +5% | +$1.48M | 3.1% | 8 |
|
|
2022
Q4 | $30.5M | Buy |
227,192
+491
| +0.2% | +$62.2K | 3.49% | 8 |
|
|
2022
Q3 | $23.7M | Sell |
226,701
-2,683
| -1% | -$308K | 3.03% | 9 |
|
|
2022
Q2 | $25.8M | Sell |
229,384
-5,666
| -2% | -$702K | 3% | 8 |
|
|
2022
Q1 | $32M | Buy |
235,050
+375
| +0.2% | +$55.4K | 2.87% | 7 |
|
|
2021
Q4 | $37.2M | Sell |
234,675
-639
| -0.3% | -$105K | 3.14% | 7 |
|
|
2021
Q3 | $38.5M | Sell |
235,314
-1,002
| -0.4% | -$157K | 3.58% | 7 |
|
|
2021
Q2 | $36.8M | Buy |
236,316
+203
| +0.1% | +$31.9K | 3.4% | 8 |
|
|
2021
Q1 | $35.9M | Sell |
236,113
-2,510
| -1% | -$361K | 3.81% | 7 |
|
|
2020
Q4 | $30.3M | Buy |
238,623
+3,475
| +1% | +$388K | 3.29% | 8 |
|
|
2020
Q3 | $22.6M | Buy |
235,148
+1,514
| +0.6% | +$149K | 2.65% | 11 |
|
|
2020
Q2 | $22M | Buy |
233,634
+8,529
| +4% | +$809K | 3.01% | 8 |
|
|
2020
Q1 | $20.3M | Sell |
225,105
-15,445
| -6% | -$1.88M | 3.42% | 8 |
|
|
2019
Q4 | $33.5M | Buy |
240,550
+4,357
| +2% | +$559K | 4.57% | 6 |
|
|
2019
Q3 | $27.8M | Sell |
236,193
-2,514
| -1% | -$284K | 4.33% | 7 |
|
|
2019
Q2 | $26.7M | Buy |
238,707
+402
| +0.2% | +$44.3K | 4.11% | 7 |
|
|
2019
Q1 | $24.1M | Buy |
238,305
+8,353
| +4% | +$861K | 3.97% | 7 |
|
|
2018
Q4 | $22.4M | Buy |
229,952
+20,838
| +10% | +$2.22M | 4.34% | 7 |
|
|
2018
Q3 | $23.6M | Buy |
209,114
+3,621
| +2% | +$411K | 3.6% | 6 |
|
|
2018
Q2 | $21.4M | Buy |
205,493
+4,730
| +2% | +$519K | 3.6% | 6 |
|
|
2018
Q1 | $22.1M | Buy |
200,763
+14,055
| +8% | +$1.59M | 3.84% | 6 |
|
|
2017
Q4 | $20M | Buy |
186,708
+255
| +0.1% | +$25.8K | 3.69% | 6 |
|
|
2017
Q3 | $17.8M | Buy |
186,453
+735
| +0.4% | +$67.8K | 3.58% | 6 |
|
|
2017
Q2 | $17M | Buy |
185,718
+2,685
| +1% | +$232K | 3.69% | 6 |
|
|
2017
Q1 | $16.1M | Sell |
183,033
-6,132
| -3% | -$541K | 3.56% | 6 |
|
|
2016
Q4 | $16.3M | Sell |
189,165
-4,840
| -2% | -$369K | 3.88% | 5 |
|
|
2016
Q3 | $12.9M | Sell |
194,005
-2,120
| -1% | -$138K | 3.1% | 9 |
|
|
2016
Q2 | $12.2M | Sell |
196,125
-12,400
| -6% | -$775K | 2.93% | 9 |
|
|
2016
Q1 | $12.3M | Sell |
208,525
-9,100
| -4% | -$531K | 2.97% | 9 |
|
|
2015
Q4 | $14.4M | Sell |
217,625
-7,595
| -3% | -$495K | 3.36% | 6 |
|
|
2015
Q3 | $13.7M | Buy |
225,220
+2,670
| +1% | +$175K | 3.46% | 6 |
|
|
2015
Q2 | $15.1M | Buy |
222,550
+8,340
| +4% | +$545K | 3.41% | 5 |
|
|
2015
Q1 | $13M | Buy |
214,210
+6,583
| +3% | +$390K | 2.99% | 5 |
|
|
2014
Q4 | $13M | Buy |
207,627
+5,550
| +3% | +$334K | 3.05% | 4 |
|
|
2014
Q3 | $12.2M | Sell |
202,077
-4,360
| -2% | -$255K | 2.67% | 6 |
|
|
2014
Q2 | $11.9M | Sell |
206,437
-6,650
| -3% | -$374K | 2.61% | 8 |
|
|
2014
Q1 | $12.9M | Buy |
213,087
+9,990
| +5% | +$577K | 3.05% | 6 |
|
|
2013
Q4 | $11.9M | Buy |
203,097
+31,122
| +18% | +$1.71M | 2.65% | 6 |
|
|
2013
Q3 | $8.89M | Buy |
171,975
+10,028
| +6% | +$538K | 2.11% | 14 |
|
|
2013
Q2 | $8.55M | Buy |
+161,947
| New | +$8.23M | 2.13% | 14 |
|
Other funds holding JPM
VCM
VPM
Private Wealth Partners's JPM Position: Q1 2026 in Review
Private Wealth Partners reduced its JPMorgan Chase (JPM) stake by 2% in Q1 2026, selling an estimated $933K and leaving 150,859 shares worth $44.4M. The position accounts for 3.42% of the portfolio, ranked #7.
Private Wealth Partners first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $49.6M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Private Wealth Partners held 150,859 shares of JPMorgan Chase worth $44.4M as of Q1 2026.
- Private Wealth Partners sold 3,073 JPMorgan Chase shares in Q1 2026, an estimated $933K.
- JPMorgan Chase made up 3.42% of Private Wealth Partners's portfolio in Q1 2026, its #7 holding.
- Private Wealth Partners first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Private Wealth Partners's JPMorgan Chase position peaked at $49.6M in Q4 2025.
- 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.