ViaWealth’s JPMorgan Chase JPM Stock Holding History

ViaWealth’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	$1.45M	Buy	4,943 +6	+0.1%	+$1.82K	0.81%	37
2025 Q4	$1.59M	Sell	4,937 -101	-2%	-$31.3K	0.89%	33
2025 Q3	$1.59M	Sell	5,038 -52	-1%	-$15.5K	0.87%	33
2025 Q2	$1.48M	Buy	5,090 +108	+2%	+$27.6K	0.87%	31
2025 Q1	$1.22M	Buy	4,982 +5	+0.1%	+$1.27K	0.75%	36
2024 Q4	$1.19M	Sell	4,977 -541	-10%	-$126K	0.72%	40
2024 Q3	$1.16M	Sell	5,518 -468	-8%	-$98.6K	0.68%	41
2024 Q2	$1.21M	Sell	5,986 -119	-2%	-$23.3K	0.75%	35
2024 Q1	$1.22M	Buy	6,105 +16	+0.3%	+$2.89K	0.76%	33
2023 Q4	$1.04M	Sell	6,089 -586	-9%	-$88.8K	0.71%	36
2023 Q3	$968K	Sell	6,675 -43	-0.6%	-$6.45K	0.71%	39
2023 Q2	$977K	Buy	6,718 +10	+0.1%	+$1.38K	0.73%	38
2023 Q1	$874K	Buy	6,708 +13	+0.2%	+$1.78K	0.69%	43
2022 Q4	$920K	Buy	+6,695	New	+$848K	0.76%	33

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

ViaWealth's JPM Position: Q1 2026 in Review

ViaWealth increased its JPMorgan Chase (JPM) stake by 0.12% in Q1 2026, buying an estimated $1.82K and bringing the position to 4,943 shares worth $1.45M. The position accounts for 0.81% of the portfolio, ranked #37.

ViaWealth first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.59M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

ViaWealth held 4,943 shares of JPMorgan Chase worth $1.45M as of Q1 2026.
ViaWealth bought 6 JPMorgan Chase shares in Q1 2026, an estimated $1.82K.
JPMorgan Chase made up 0.81% of ViaWealth's portfolio in Q1 2026, its #37 holding.
ViaWealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
ViaWealth's JPMorgan Chase position peaked at $1.59M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.