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Ruedi Wealth Management’s JPMorgan Chase JPM Stock Holding History

Ruedi 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 		$439K Hold
1,492
– – 0.11% 45
2025
Q4 		$481K Sell
1,492
-28
-2% -$8.67K 0.13% 41
2025
Q3 		$479K Buy
1,520
+111
+8% +$33K 0.13% 42
2025
Q2 		$408K Sell
1,409
-660
-32% -$168K 0.12% 46
2025
Q1 		$507K Buy
2,069
+1
+0% +$255 0.16% 34
2024
Q4 		$496K Buy
2,068
+41
+2% +$9.55K 0.16% 31
2024
Q3 		$428K Sell
2,027
-54
-3% -$11.4K 0.15% 35
2024
Q2 		$421K Buy
2,081
+109
+6% +$21.3K 0.17% 36
2024
Q1 		$395K Buy
1,972
+105
+6% +$18.9K 0.17% 36
2023
Q4 		$318K Buy
1,867
+41
+2% +$6.21K 0.15% 38
2023
Q3 		$265K Sell
1,826
-384
-17% -$57.6K 0.15% 42
2023
Q2 		$321K Hold
2,210
– – 0.19% 32
2023
Q1 		$288K Sell
2,210
-68
-3% -$9.32K 0.19% 35
2022
Q4 		$305K Buy
+2,278
New +$289K 0.22% 32

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

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

Ruedi Wealth Management held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,492 shares worth $439K. The position accounts for 0.11% of the portfolio, ranked #45.

Ruedi Wealth Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $507K in Q1 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Ruedi Wealth Management held 1,492 shares of JPMorgan Chase worth $439K as of Q1 2026.
  • Ruedi Wealth Management left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.11% of Ruedi Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Ruedi Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Ruedi Wealth Management's JPMorgan Chase position peaked at $507K in Q1 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.