Quotient Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Quotient 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	$4.41M	Buy	15,009 +1	+0%	+$303	0.12%	56
2025 Q4	$4.84M	Buy	15,008 +304	+2%	+$94.1K	0.13%	53
2025 Q3	$4.64M	Buy	14,704 +488	+3%	+$145K	0.13%	49
2025 Q2	$4.12M	Buy	14,216 +1,711	+14%	+$437K	0.12%	50
2025 Q1	$3.07M	Sell	12,505 -449	-3%	-$114K	0.1%	54
2024 Q4	$3.11M	Buy	12,954 +112	+0.9%	+$26.1K	0.1%	54
2024 Q3	$2.71M	Buy	12,842 +75	+0.6%	+$15.8K	0.09%	53
2024 Q2	$2.58M	Buy	12,767 +2,626	+26%	+$513K	0.09%	55
2024 Q1	$2.03M	Buy	10,141 +2,170	+27%	+$392K	0.07%	75
2023 Q4	$1.36M	Buy	+7,971	New	+$1.21M	0.05%	99

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

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

Quotient Wealth Partners increased its JPMorgan Chase (JPM) stake by 0.01% in Q1 2026, buying an estimated $303 and bringing the position to 15,009 shares worth $4.41M. The position accounts for 0.12% of the portfolio, ranked #56.

Quotient Wealth Partners first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.84M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Quotient Wealth Partners held 15,009 shares of JPMorgan Chase worth $4.41M as of Q1 2026.
Quotient Wealth Partners bought 1 JPMorgan Chase share in Q1 2026, an estimated $303.
JPMorgan Chase made up 0.12% of Quotient Wealth Partners's portfolio in Q1 2026, its #56 holding.
Quotient Wealth Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's JPMorgan Chase position peaked at $4.84M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.