Shepherd Wealth Management’s JPMorgan Chase JPM Stock Holding History

Shepherd 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	$1.12M	Sell	3,631 -1,735	-32%	-$527K	0.84%	17
2025 Q4	$1.68M	Sell	5,366 -3,189	-37%	-$987K	1.17%	19
2025 Q3	$2.67M	Sell	8,555 -5,131	-37%	-$1.53M	1.77%	18
2025 Q2	$3.96M	Sell	13,686 -4,028	-23%	-$1.03M	2.69%	12
2025 Q1	$4.35M	Buy	17,714 +7,100	+67%	+$1.81M	4.47%	12
2024 Q4	$2.54M	Buy	+10,614	New	+$2.47M	2.5%	11

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

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

Shepherd Wealth Management reduced its JPMorgan Chase (JPM) stake by 32% in Q1 2026, selling an estimated $527K and leaving 3,631 shares worth $1.12M. The position accounts for 0.84% of the portfolio, ranked #17.

Shepherd Wealth Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.35M in Q1 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Shepherd Wealth Management held 3,631 shares of JPMorgan Chase worth $1.12M as of Q1 2026.
Shepherd Wealth Management sold 1,735 JPMorgan Chase shares in Q1 2026, an estimated $527K.
JPMorgan Chase made up 0.84% of Shepherd Wealth Management's portfolio in Q1 2026, its #17 holding.
Shepherd Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
Shepherd Wealth Management's JPMorgan Chase position peaked at $4.35M in Q1 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.