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Sonoma Private Wealth’s JPMorgan Chase JPM Stock Holding History

Sonoma Private Wealth’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 		$1.06M Buy
3,594
+539
+18% +$164K 1.3% 18
2025
Q4 		$984K Hold
3,055
– – 1.19% 22
2025
Q3 		$964K Buy
3,055
+338
+12% +$101K 1.15% 21
2025
Q2 		$788K Sell
2,717
-31
-1% -$7.91K 0.97% 27
2025
Q1 		$674K Buy
2,748
+1,010
+58% +$257K 0.93% 32
2024
Q4 		$417K Buy
1,738
+128
+8% +$29.8K 0.67% 51
2024
Q3 		$339K Buy
1,610
+70
+5% +$14.7K 0.53% 67
2024
Q2 		$311K Buy
1,540
+204
+15% +$39.9K 0.51% 66
2024
Q1 		$268K Sell
1,336
-264
-17% -$47.6K 0.43% 76
2023
Q4 		$272K Sell
1,600
-79
-5% -$12K 0.45% 66
2023
Q3 		$243K Hold
1,679
– – 0.44% 67
2023
Q2 		$244K Buy
+1,679
New +$231K 0.43% 70
2023
Q1 		– Sell
-1,497
Closed -$201K – 77
2022
Q4 		$201K Buy
+1,497
New +$190K 0.44% 65

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

Sonoma Private Wealth's JPM Position: Q1 2026 in Review

Sonoma Private Wealth increased its JPMorgan Chase (JPM) stake by 18% in Q1 2026, buying an estimated $164K and bringing the position to 3,594 shares worth $1.06M. The position accounts for 1.3% of the portfolio, ranked #18.

Sonoma Private Wealth first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Sonoma Private Wealth held 3,594 shares of JPMorgan Chase worth $1.06M as of Q1 2026.
  • Sonoma Private Wealth bought 539 JPMorgan Chase shares in Q1 2026, an estimated $164K.
  • JPMorgan Chase made up 1.3% of Sonoma Private Wealth's portfolio in Q1 2026, its #18 holding.
  • Sonoma Private Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.