Proathlete Wealth Management’s JPMorgan Chase JPM Stock Holding History

Proathlete 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	$1.6M	Sell	5,450 -29	-0.5%	-$8.8K	0.44%	22
2025 Q4	$1.77M	Buy	5,479 +121	+2%	+$37.5K	0.48%	20
2025 Q3	$1.69M	Buy	5,358 +17	+0.3%	+$5.06K	0.49%	21
2025 Q2	$1.55M	Buy	5,341 +48	+0.9%	+$12.2K	0.49%	22
2025 Q1	$1.3M	Buy	5,293 +106	+2%	+$27K	0.47%	24
2024 Q4	$1.24M	Buy	5,187 +85	+2%	+$19.8K	0.47%	24
2024 Q3	$1.08M	Sell	5,102 -15	-0.3%	-$3.16K	0.44%	26
2024 Q2	$1.03M	Buy	5,117 +152	+3%	+$29.7K	0.49%	22
2024 Q1	$994K	Sell	4,965 -131	-3%	-$23.6K	0.53%	20
2023 Q4	$867K	Buy	+5,096	New	+$772K	0.51%	19

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

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

Proathlete Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.53% in Q1 2026, selling an estimated $8.8K and leaving 5,450 shares worth $1.6M. The position accounts for 0.44% of the portfolio, ranked #22.

Proathlete Wealth Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.77M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Proathlete Wealth Management held 5,450 shares of JPMorgan Chase worth $1.6M as of Q1 2026.
Proathlete Wealth Management sold 29 JPMorgan Chase shares in Q1 2026, an estimated $8.8K.
JPMorgan Chase made up 0.44% of Proathlete Wealth Management's portfolio in Q1 2026, its #22 holding.
Proathlete Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Proathlete Wealth Management's JPMorgan Chase position peaked at $1.77M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.