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TD Private Client Wealth’s JPMorgan Chase JPM Stock Holding History

TD Private Client 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 		$21.9M Sell
74,494
-9,015
-11% -$2.74M 0.45% 42
2025
Q4 		$26.9M Sell
83,509
-1,497
-2% -$463K 0.57% 38
2025
Q3 		$26.8M Sell
85,006
-12,079
-12% -$3.59M 0.6% 33
2025
Q2 		$28.1M Buy
97,085
+1,613
+2% +$412K 0.69% 31
2025
Q1 		$23.4M Buy
95,472
+1,085
+1% +$277K 0.65% 32
2024
Q4 		$22.6M Sell
94,387
-208
-0.2% -$48.4K 0.63% 34
2024
Q3 		$19.9M Buy
94,595
+1,887
+2% +$397K 0.57% 35
2024
Q2 		$18.8M Sell
92,708
-1,267
-1% -$248K 0.59% 35
2024
Q1 		$18.8M Buy
93,975
+182
+0.2% +$32.8K 0.62% 35
2023
Q4 		$16M Buy
93,793
+5,304
+6% +$804K 0.58% 36
2023
Q3 		$12.8M Sell
88,489
-11,082
-11% -$1.66M 0.56% 34
2023
Q2 		$14.5M Sell
99,571
-2,560
-3% -$352K 0.63% 29
2023
Q1 		$13.3M Sell
102,131
-16,727
-14% -$2.29M 0.6% 32
2022
Q4 		$15.9M Buy
118,858
+1,791
+2% +$227K 0.75% 25
2022
Q3 		$12.2M Buy
117,067
+25,139
+27% +$2.88M 0.63% 29
2022
Q2 		$10.4M Buy
91,928
+3,734
+4% +$463K 0.5% 36
2022
Q1 		$12M Sell
88,194
-2,212
-2% -$327K 0.51% 35
2021
Q4 		$14.3M Sell
90,406
-2,906
-3% -$477K 0.59% 27
2021
Q3 		$15.3M Buy
93,312
+1,052
+1% +$165K 0.65% 26
2021
Q2 		$14.4M Sell
92,260
-1,223
-1% -$192K 0.61% 30
2021
Q1 		$14.2M Sell
93,483
-13,332
-12% -$1.92M 0.66% 24
2020
Q4 		$13.6M Sell
106,815
-7,267
-6% -$812K 0.69% 26
2020
Q3 		$11M Buy
114,082
+14,804
+15% +$1.45M 0.61% 30
2020
Q2 		$9.34M Buy
99,278
+26,699
+37% +$2.53M 0.55% 39
2020
Q1 		$6.53M Sell
72,579
-4,753
-6% -$577K 0.47% 52
2019
Q4 		$10.8M Buy
+77,332
New +$9.92M 0.65% 35

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

TD Private Client Wealth's JPM Position: Q1 2026 in Review

TD Private Client Wealth reduced its JPMorgan Chase (JPM) stake by 11% in Q1 2026, selling an estimated $2.74M and leaving 74,494 shares worth $21.9M. The position accounts for 0.45% of the portfolio, ranked #42.

TD Private Client Wealth first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $28.1M in Q2 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • TD Private Client Wealth held 74,494 shares of JPMorgan Chase worth $21.9M as of Q1 2026.
  • TD Private Client Wealth sold 9,015 JPMorgan Chase shares in Q1 2026, an estimated $2.74M.
  • JPMorgan Chase made up 0.45% of TD Private Client Wealth's portfolio in Q1 2026, its #42 holding.
  • TD Private Client Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's JPMorgan Chase position peaked at $28.1M in Q2 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.