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Steelhead Wealth Management’s JPMorgan Chase JPM Stock Holding History

Steelhead 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 		$226K Buy
+768
New +$233K 0.11% 79

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

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

Steelhead Wealth Management opened a new position in JPMorgan Chase (JPM) in Q1 2026: 768 shares worth $226K. The stake represents 0.11% of the portfolio and ranks #79 among its holdings.

5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Steelhead Wealth Management held 768 shares of JPMorgan Chase worth $226K as of Q1 2026.
  • JPMorgan Chase was a new Steelhead Wealth Management position in Q1 2026.
  • JPMorgan Chase made up 0.11% of Steelhead Wealth Management's portfolio in Q1 2026, its #79 holding.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.