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Stockman Wealth Management’s JPMorgan Chase JPM Stock Holding History

Stockman 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 		$21.8M Buy
73,997
+2,791
+4% +$847K 2.4% 12
2025
Q4 		$22.9M Sell
71,206
-62
-0.1% -$19.2K 2.67% 9
2025
Q3 		$22.5M Sell
71,268
-1,031
-1% -$307K 2.79% 8
2025
Q2 		$21M Buy
72,299
+132
+0.2% +$33.7K 2.85% 8
2025
Q1 		$17.7M Sell
72,167
-2,933
-4% -$748K 2.62% 9
2024
Q4 		$18M Sell
75,100
-805
-1% -$187K 2.82% 7
2024
Q3 		$16M Sell
75,905
-508
-0.7% -$107K 2.49% 9
2024
Q2 		$15.5M Sell
76,413
-1,543
-2% -$302K 2.71% 7
2024
Q1 		$15.6M Sell
77,956
-3,957
-5% -$714K 2.76% 7
2023
Q4 		$13.9M Sell
81,913
-156
-0.2% -$23.6K 2.78% 7
2023
Q3 		$11.9M Sell
82,069
-3,049
-4% -$457K 2.62% 8
2023
Q2 		$12.4M Buy
85,118
+111
+0.1% +$15.3K 2.66% 8
2023
Q1 		$11.1M Sell
85,007
-2,145
-2% -$294K 2.48% 9
2022
Q4 		$11.7M Sell
87,152
-3,050
-3% -$386K 2.68% 6
2022
Q3 		$9.43M Buy
90,202
+8,482
+10% +$973K 2.55% 6
2022
Q2 		$9.2M Buy
81,720
+9,448
+13% +$1.17M 2.35% 10
2022
Q1 		$9.85M Buy
72,272
+6,492
+10% +$958K 2.04% 10
2021
Q4 		$10.4M Sell
65,780
-348
-0.5% -$57.1K 2.13% 6
2021
Q3 		$10.8M Buy
66,128
+1,034
+2% +$162K 2.41% 5
2021
Q2 		$10.1M Buy
65,094
+1,793
+3% +$282K 2.42% 5
2021
Q1 		$9.64M Sell
63,301
-2,584
-4% -$372K 2.68% 4
2020
Q4 		$8.37M Sell
65,885
-465
-0.7% -$52K 2.57% 5
2020
Q3 		$6.39M Buy
66,350
+7,055
+12% +$693K 2.33% 7
2020
Q2 		$5.58M Buy
59,295
+5,840
+11% +$554K 2.09% 9
2020
Q1 		$4.81M Buy
53,455
+5,638
+12% +$685K 2.13% 11
2019
Q4 		$6.67M Sell
47,817
-1,713
-3% -$220K 2.37% 9
2019
Q3 		$5.83M Buy
49,530
+3,749
+8% +$424K 2.23% 11
2019
Q2 		$5.12M Buy
45,781
+521
+1% +$57.4K 2.09% 15
2019
Q1 		$4.58M Buy
45,260
+2,528
+6% +$260K 2% 14
2018
Q4 		$4.17M Buy
42,732
+1,131
+3% +$121K 1.99% 16
2018
Q3 		$4.69M Sell
41,601
-287
-0.7% -$32.6K 2.02% 15
2018
Q2 		$4.37M Buy
41,888
+505
+1% +$55.4K 2% 16
2018
Q1 		$4.55M Sell
41,383
-441
-1% -$49.9K 2.08% 13
2017
Q4 		$4.47M Sell
41,824
-1,087
-3% -$110K 2.01% 14
2017
Q3 		$4.1M Buy
42,911
+34,952
+439% +$3.22M 1.96% 15
2017
Q2 		$727K Sell
7,959
-31,115
-80% -$2.68M 0.73% 51
2017
Q1 		$3.43M Buy
39,074
+2,904
+8% +$256K 1.95% 16
2016
Q4 		$3.12M Sell
36,170
-492
-1% -$37.5K 1.9% 16
2016
Q3 		$2.44M Buy
36,662
+1,821
+5% +$119K 1.51% 23
2016
Q2 		$2.17M Buy
34,841
+757
+2% +$47.3K 1.69% 29
2016
Q1 		$2.02M Buy
34,084
+1,460
+4% +$85.3K 1.6% 26
2015
Q4 		$2.15M Buy
32,624
+2,057
+7% +$134K 1.74% 20
2015
Q3 		$1.86M Buy
30,567
+686
+2% +$44.9K 1.61% 23
2015
Q2 		$2.02M Buy
29,881
+571
+2% +$37.3K 1.72% 18
2015
Q1 		$1.78M Buy
29,310
+1,186
+4% +$70.2K 1.52% 23
2014
Q4 		$1.76M Buy
+28,124
New +$1.69M 1.5% 26

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

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

Stockman Wealth Management increased its JPMorgan Chase (JPM) stake by 3.9% in Q1 2026, buying an estimated $847K and bringing the position to 73,997 shares worth $21.8M. The position accounts for 2.4% of the portfolio, ranked #12.

Stockman Wealth Management first reported a position in JPM in Q4 2014 and has held it in 46 quarters since. The position peaked at $22.9M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Stockman Wealth Management held 73,997 shares of JPMorgan Chase worth $21.8M as of Q1 2026.
  • Stockman Wealth Management bought 2,791 JPMorgan Chase shares in Q1 2026, an estimated $847K.
  • JPMorgan Chase made up 2.4% of Stockman Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Stockman Wealth Management first reported a position in JPMorgan Chase in Q4 2014 and has held it in 46 quarters since.
  • Stockman Wealth Management's JPMorgan Chase position peaked at $22.9M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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