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Signature Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Signature Wealth Management Group’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 		$607K Hold
2,063
– – 0.23% 89
2025
Q4 		$665K Hold
2,063
– – 0.27% 74
2025
Q3 		$651K Buy
2,063
+1
+0% +$297 0.25% 77
2025
Q2 		$598K Sell
2,062
-151
-7% -$38.5K 0.24% 81
2025
Q1 		$543K Sell
2,213
-86
-4% -$21.9K 0.21% 87
2024
Q4 		$551K Buy
2,299
+415
+22% +$96.7K 0.22% 83
2024
Q3 		$397K Sell
1,884
-210
-10% -$44.2K 0.16% 87
2024
Q2 		$424K Buy
2,094
+14
+0.7% +$2.74K 0.19% 85
2024
Q1 		$386K Sell
2,080
-23,648
-92% -$4.27M 0.18% 87
2023
Q4 		$4.38M Buy
+25,728
New +$3.9M 2.02% 12
2023
Q2 		$3.98M Sell
27,337
-148
-0.5% -$20.4K 1.85% 15
2023
Q1 		$3.58M Buy
27,485
+257
+0.9% +$35.2K 1.7% 27
2022
Q4 		$3.65M Buy
27,228
+11,331
+71% +$1.44M 1.79% 25
2022
Q3 		$1.66M Buy
15,897
+623
+4% +$71.5K 0.84% 50
2022
Q2 		$1.72M Buy
+15,274
New +$1.89M 0.84% 55
2018
Q4 		– Sell
-718
Closed -$75K – 186
2018
Q3 		$75K Sell
718
-10
-1% -$1.14K 0.06% 92
2018
Q2 		$76K Hold
728
– – 0.06% 90
2018
Q1 		$80K Buy
728
+70
+11% +$7.93K 0.06% 83
2017
Q4 		$70K Buy
+658
New +$66.6K 0.05% 86

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

Signature Wealth Management Group's JPM Position: Q1 2026 in Review

Signature Wealth Management Group held its JPMorgan Chase (JPM) position steady in Q1 2026 at 2,063 shares worth $607K. The position accounts for 0.23% of the portfolio, ranked #89.

Signature Wealth Management Group first reported a position in JPM in Q4 2017 and has held it in 19 quarters since. The position peaked at $4.38M in Q4 2023. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Signature Wealth Management Group held 2,063 shares of JPMorgan Chase worth $607K as of Q1 2026.
  • Signature Wealth Management Group left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.23% of Signature Wealth Management Group's portfolio in Q1 2026, its #89 holding.
  • Signature Wealth Management Group first reported a position in JPMorgan Chase in Q4 2017 and has held it in 19 quarters since.
  • Signature Wealth Management Group's JPMorgan Chase position peaked at $4.38M in Q4 2023.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.