Twin City Private Wealth’s JPMorgan Chase JPM Stock Holding History

Twin City Private 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	$3.87M	Sell	13,145 -811	-6%	-$246K	2.93%	2
2025 Q4	$4.5M	Buy	13,956 +501	+4%	+$155K	3.4%	1
2025 Q3	$4.24M	Buy	13,455 +1,059	+9%	+$315K	3.31%	1
2025 Q2	$3.59M	Sell	12,396 -6,136	-33%	-$1.57M	2.94%	2
2025 Q1	$4.55M	Sell	18,532 -237	-1%	-$60.4K	4%	1
2024 Q4	$4.5M	Sell	18,769 -119	-0.6%	-$27.7K	3.98%	1
2024 Q3	$3.98M	Sell	18,888 -71	-0.4%	-$15K	3.45%	1
2024 Q2	$3.83M	Buy	18,959 +57	+0.3%	+$11.1K	3.62%	1
2024 Q1	$3.79M	Buy	+18,902	New	+$3.41M	3.73%	1

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Twin City Private Wealth's JPM Position: Q1 2026 in Review

Twin City Private Wealth reduced its JPMorgan Chase (JPM) stake by 5.8% in Q1 2026, selling an estimated $246K and leaving 13,145 shares worth $3.87M. The position accounts for 2.93% of the portfolio, ranked #2.

Twin City Private Wealth first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.55M in Q1 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Twin City Private Wealth held 13,145 shares of JPMorgan Chase worth $3.87M as of Q1 2026.
Twin City Private Wealth sold 811 JPMorgan Chase shares in Q1 2026, an estimated $246K.
JPMorgan Chase made up 2.93% of Twin City Private Wealth's portfolio in Q1 2026, its #2 holding.
Twin City Private Wealth first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's JPMorgan Chase position peaked at $4.55M in Q1 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.