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Scissortail Wealth Management’s JPMorgan Chase JPM Stock Holding History

Scissortail 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 		$6.9M Sell
23,444
-4,424
-16% -$1.34M 1.39% 25
2025
Q4 		$8.98M Sell
27,868
-93
-0.3% -$28.8K 2.05% 15
2025
Q3 		$8.82M Sell
27,961
-89
-0.3% -$26.5K 1.92% 17
2025
Q2 		$8.13M Buy
28,050
+472
+2% +$120K 1.95% 18
2025
Q1 		$6.76M Sell
27,578
-669
-2% -$171K 1.74% 19
2024
Q4 		$6.77M Buy
28,247
+27,850
+7,015% +$6.49M 1.73% 18
2024
Q3 		$6.28M Sell
397
-29,065
-99% -$6.12M 1.52% 21
2024
Q2 		$5.96M Buy
29,462
+144
+0.5% +$28.2K 1.52% 23
2024
Q1 		$5.87M Sell
29,318
-34,137
-54% -$6.16M 1.55% 23
2023
Q4 		$11M Buy
63,455
+35,027
+123% +$5.31M 3.47% 4
2023
Q3 		$4.06M Buy
28,428
+429
+2% +$64.3K 3.2% 9
2023
Q2 		$4.32M Buy
27,999
+656
+2% +$90.2K 3.54% 9
2023
Q1 		$3.56M Sell
27,343
-34,347
-56% -$4.71M 3.21% 10
2022
Q4 		$8.7M Buy
61,690
+35,772
+138% +$4.53M 5.04% 3
2022
Q3 		$3.29M Buy
25,918
+3,241
+14% +$372K 1.71% 16
2022
Q2 		$3.59M Sell
22,677
-2,126
-9% -$263K 1.38% 22
2022
Q1 		$3.02M Buy
24,803
+2,126
+9% +$314K 1.48% 22
2021
Q4 		$3.59M Buy
+22,677
New +$3.72M 1.38% 22

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

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

Scissortail Wealth Management reduced its JPMorgan Chase (JPM) stake by 16% in Q1 2026, selling an estimated $1.34M and leaving 23,444 shares worth $6.9M. The position accounts for 1.39% of the portfolio, ranked #25.

Scissortail Wealth Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $11M in Q4 2023. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Scissortail Wealth Management held 23,444 shares of JPMorgan Chase worth $6.9M as of Q1 2026.
  • Scissortail Wealth Management sold 4,424 JPMorgan Chase shares in Q1 2026, an estimated $1.34M.
  • JPMorgan Chase made up 1.39% of Scissortail Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Scissortail Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Scissortail Wealth Management's JPMorgan Chase position peaked at $11M in Q4 2023.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Scissortail Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.