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Tradition Wealth Management’s JPMorgan Chase JPM Stock Holding History

Tradition 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 		$4.97M Buy
16,880
+49
+0.3% +$14.9K 0.35% 67
2025
Q4 		$5.42M Buy
16,831
+301
+2% +$93.2K 0.39% 63
2025
Q3 		$5.21M Buy
16,530
+911
+6% +$271K 0.39% 66
2025
Q2 		$4.53M Buy
15,619
+2,120
+16% +$541K 0.36% 68
2025
Q1 		$3.31M Buy
13,499
+472
+4% +$120K 0.29% 76
2024
Q4 		$3.12M Buy
13,027
+324
+3% +$75.5K 0.28% 80
2024
Q3 		$2.68M Buy
12,703
+550
+5% +$116K 0.24% 86
2024
Q2 		$2.46M Buy
12,153
+746
+7% +$146K 0.24% 88
2024
Q1 		$2.28M Buy
11,407
+755
+7% +$136K 0.23% 87
2023
Q4 		$1.81M Sell
10,652
-378
-3% -$57.3K 0.19% 99
2023
Q3 		$1.6M Buy
11,030
+353
+3% +$52.9K 0.19% 94
2023
Q2 		$1.55M Sell
10,677
-110
-1% -$15.1K 0.18% 98
2023
Q1 		$1.41M Buy
10,787
+1,258
+13% +$172K 0.17% 99
2022
Q4 		$1.28M Sell
9,529
-94
-1% -$11.9K 0.18% 93
2022
Q3 		$1.01M Buy
9,623
+1,203
+14% +$138K 0.15% 106
2022
Q2 		$948K Sell
8,420
-84
-1% -$10.4K 0.14% 114
2022
Q1 		$1.16M Buy
8,504
+280
+3% +$41.3K 0.15% 117
2021
Q4 		$1.3M Buy
8,224
+893
+12% +$147K 0.16% 120
2021
Q3 		$1.2M Buy
7,331
+273
+4% +$42.8K 0.17% 113
2021
Q2 		$1.1M Sell
7,058
-118
-2% -$18.5K 0.16% 116
2021
Q1 		$1.09M Buy
7,176
+224
+3% +$32.2K 0.19% 102
2020
Q4 		$883K Buy
+6,952
New +$777K 0.17% 105

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

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

Tradition Wealth Management increased its JPMorgan Chase (JPM) stake by 0.29% in Q1 2026, buying an estimated $14.9K and bringing the position to 16,880 shares worth $4.97M. The position accounts for 0.35% of the portfolio, ranked #67.

Tradition Wealth Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.42M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Tradition Wealth Management held 16,880 shares of JPMorgan Chase worth $4.97M as of Q1 2026.
  • Tradition Wealth Management bought 49 JPMorgan Chase shares in Q1 2026, an estimated $14.9K.
  • JPMorgan Chase made up 0.35% of Tradition Wealth Management's portfolio in Q1 2026, its #67 holding.
  • Tradition Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's JPMorgan Chase position peaked at $5.42M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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