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Sculati Wealth Management’s JPMorgan Chase JPM Stock Holding History

Sculati 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 		$5.09M Sell
17,308
-733
-4% -$222K 1.88% 13
2025
Q4 		$5.81M Sell
18,041
-274
-1% -$84.8K 2.05% 13
2025
Q3 		$5.78M Sell
18,315
-336
-2% -$99.9K 2.04% 13
2025
Q2 		$5.41M Sell
18,651
-433
-2% -$110K 2.03% 12
2025
Q1 		$4.68M Sell
19,084
-291
-2% -$74.2K 1.89% 11
2024
Q4 		$4.64M Sell
19,375
-370
-2% -$86.2K 1.84% 13
2024
Q3 		$4.16M Sell
19,745
-279
-1% -$58.8K 1.66% 14
2024
Q2 		$4.05M Sell
20,024
-291
-1% -$56.9K 1.73% 14
2024
Q1 		$4.07M Sell
20,315
-4
-0% -$722 1.76% 13
2023
Q4 		$3.46M Buy
20,319
+100
+0.5% +$15.2K 1.61% 14
2023
Q3 		$2.93M Buy
20,219
+632
+3% +$94.7K 1.5% 18
2023
Q2 		$2.85M Buy
19,587
+172
+0.9% +$23.7K 1.43% 18
2023
Q1 		$2.53M Buy
19,415
+1,446
+8% +$198K 1.34% 21
2022
Q4 		$2.41M Buy
17,969
+2,621
+17% +$332K 1.35% 23
2022
Q3 		$1.6M Buy
15,348
+1,738
+13% +$199K 0.95% 33
2022
Q2 		$1.53M Buy
13,610
+100
+0.7% +$12.4K 0.88% 41
2022
Q1 		$1.84M Buy
13,510
+451
+3% +$66.6K 0.9% 36
2021
Q4 		$2.07M Sell
13,059
-186
-1% -$30.5K 1% 32
2021
Q3 		$2.17M Hold
13,245
– – 1.15% 29
2021
Q2 		$2.06M Buy
13,245
+511
+4% +$80.3K 1.09% 30
2021
Q1 		$1.94M Sell
12,734
-155
-1% -$22.3K 1.12% 30
2020
Q4 		$1.64M Sell
12,889
-115
-0.9% -$12.9K 1.08% 32
2020
Q3 		$1.25M Buy
13,004
+280
+2% +$27.5K 0.94% 35
2020
Q2 		$1.2M Sell
12,724
-31
-0.2% -$2.94K 1.01% 36
2020
Q1 		$1.15M Buy
12,755
+131
+1% +$15.9K 1.26% 28
2019
Q4 		$1.76M Buy
+12,624
New +$1.62M 1.58% 16

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

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

Sculati Wealth Management reduced its JPMorgan Chase (JPM) stake by 4.1% in Q1 2026, selling an estimated $222K and leaving 17,308 shares worth $5.09M. The position accounts for 1.88% of the portfolio, ranked #13.

Sculati Wealth Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.81M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sculati Wealth Management held 17,308 shares of JPMorgan Chase worth $5.09M as of Q1 2026.
  • Sculati Wealth Management sold 733 JPMorgan Chase shares in Q1 2026, an estimated $222K.
  • JPMorgan Chase made up 1.88% of Sculati Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Sculati Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Sculati Wealth Management's JPMorgan Chase position peaked at $5.81M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.