Revisor Wealth Management’s JPMorgan Chase JPM Stock Holding History

Revisor 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	$3.3M	Sell	11,229 -161	-1%	-$48.9K	0.91%	17
2025 Q4	$3.56M	Buy	11,390 +4,494	+65%	+$1.39M	0.95%	19
2025 Q3	$2.12M	Sell	6,896 -200	-3%	-$59.5K	0.73%	28
2025 Q2	$2.06M	Buy	7,096 +4,629	+188%	+$1.18M	0.74%	27
2025 Q1	$605K	Buy	+2,467	New	+$629K	0.27%	74
2024 Q4	–	Sell	-1,078	Closed	-$227K	–	150
2024 Q3	$227K	Buy	+1,078	New	+$227K	0.14%	154
2024 Q1	–	Sell	-1,348	Closed	-$229K	–	195
2023 Q4	$229K	Buy	+1,348	New	+$204K	0.26%	117

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

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

Revisor Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, selling an estimated $48.9K and leaving 11,229 shares worth $3.3M. The position accounts for 0.91% of the portfolio, ranked #17.

Revisor Wealth Management first reported a position in JPM in Q4 2023 and has held it in 7 quarters since. The position peaked at $3.56M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Revisor Wealth Management held 11,229 shares of JPMorgan Chase worth $3.3M as of Q1 2026.
Revisor Wealth Management sold 161 JPMorgan Chase shares in Q1 2026, an estimated $48.9K.
JPMorgan Chase made up 0.91% of Revisor Wealth Management's portfolio in Q1 2026, its #17 holding.
Revisor Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 7 quarters since.
Revisor Wealth Management's JPMorgan Chase position peaked at $3.56M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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