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Resolute Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Resolute Wealth Strategies’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 		$4.3M Buy
14,610
+996
+7% +$302K 1.85% 17
2025
Q4 		$4.39M Buy
13,614
+123
+0.9% +$38.1K 1.92% 17
2025
Q3 		$4.26M Buy
13,491
+235
+2% +$69.9K 1.95% 18
2025
Q2 		$3.84M Sell
13,256
-202
-2% -$51.5K 2.06% 16
2025
Q1 		$3.3M Buy
13,458
+476
+4% +$121K 1.84% 17
2024
Q4 		$3.11M Sell
12,982
-1,348
-9% -$314K 1.6% 19
2024
Q3 		$3.02M Buy
14,330
+72
+0.5% +$15.2K 1.57% 19
2024
Q2 		$2.88M Buy
14,258
+57
+0.4% +$11.1K 1.66% 19
2024
Q1 		$2.84M Buy
14,201
+96
+0.7% +$17.3K 1.72% 20
2023
Q4 		$2.4M Sell
14,105
-1,191
-8% -$180K 1.63% 18
2023
Q3 		$2.22M Sell
15,296
-137
-0.9% -$20.5K 1.66% 16
2023
Q2 		$2.24M Buy
15,433
+279
+2% +$38.4K 1.74% 15
2023
Q1 		$1.97M Buy
+15,154
New +$2.08M 1.68% 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

Resolute Wealth Strategies's JPM Position: Q1 2026 in Review

Resolute Wealth Strategies increased its JPMorgan Chase (JPM) stake by 7.3% in Q1 2026, buying an estimated $302K and bringing the position to 14,610 shares worth $4.3M. The position accounts for 1.85% of the portfolio, ranked #17.

Resolute Wealth Strategies first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.39M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Resolute Wealth Strategies held 14,610 shares of JPMorgan Chase worth $4.3M as of Q1 2026.
  • Resolute Wealth Strategies bought 996 JPMorgan Chase shares in Q1 2026, an estimated $302K.
  • JPMorgan Chase made up 1.85% of Resolute Wealth Strategies's portfolio in Q1 2026, its #17 holding.
  • Resolute Wealth Strategies first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
  • Resolute Wealth Strategies's JPMorgan Chase position peaked at $4.39M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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