TWP
JPM icon

Tower Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Tower Wealth Partners’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 		$523K Hold
1,778
– – 0.29% 41
2025
Q4 		$573K Buy
1,778
+5
+0.3% +$1.55K 0.31% 36
2025
Q3 		$559K Sell
1,773
-236
-12% -$70.2K 0.31% 34
2025
Q2 		$582K Sell
2,009
-25
-1% -$6.38K 0.34% 33
2025
Q1 		$499K Sell
2,034
-46
-2% -$11.7K 0.27% 38
2024
Q4 		$499K Sell
2,080
-51
-2% -$11.9K 0.26% 36
2024
Q3 		$449K Sell
2,131
-11
-0.5% -$2.32K 0.26% 37
2024
Q2 		$433K Buy
2,142
+375
+21% +$73.3K 0.27% 34
2024
Q1 		$354K Sell
1,767
-700
-28% -$126K 0.23% 43
2023
Q4 		$420K Sell
2,467
-35
-1% -$5.3K 0.3% 36
2023
Q3 		$363K Sell
2,502
-270
-10% -$40.5K 0.3% 36
2023
Q2 		$403K Buy
2,772
+15
+0.5% +$2.06K 0.32% 34
2023
Q1 		$359K Buy
2,757
+63
+2% +$8.63K 0.3% 35
2022
Q4 		$361K Hold
2,694
– – 0.31% 37
2022
Q3 		$339K Buy
2,694
+114
+4% +$13.1K 0.32% 37
2022
Q2 		$291K Buy
2,580
+847
+49% +$105K 0.39% 35
2022
Q1 		$236K Sell
1,733
-414
-19% -$61.1K 0.26% 42
2021
Q4 		$340K Buy
2,147
+373
+21% +$61.3K 0.34% 36
2021
Q3 		$290K Buy
1,774
+55
+3% +$8.62K 0.31% 39
2021
Q2 		$267K Hold
1,719
– – 0.29% 39
2021
Q1 		$262K Sell
1,719
-125
-7% -$18K 0.34% 43
2020
Q4 		$234K Buy
+1,844
New +$206K 0.27% 42

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

Tower Wealth Partners's JPM Position: Q1 2026 in Review

Tower Wealth Partners held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,778 shares worth $523K. The position accounts for 0.29% of the portfolio, ranked #41.

Tower Wealth Partners first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $582K in Q2 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Tower Wealth Partners held 1,778 shares of JPMorgan Chase worth $523K as of Q1 2026.
  • Tower Wealth Partners left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.29% of Tower Wealth Partners's portfolio in Q1 2026, its #41 holding.
  • Tower Wealth Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Tower Wealth Partners's JPMorgan Chase position peaked at $582K in Q2 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Tower Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.