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W Advisors LLC’s JPMorgan Chase JPM Stock Holding History

W Advisors LLC’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 		$2.29M Sell
7,772
-399
-5% -$121K 1.17% 20
2025
Q4 		$2.63M Sell
8,171
-494
-6% -$153K 1.32% 20
2025
Q3 		$2.73M Buy
8,665
+61
+0.7% +$18.1K 1.44% 18
2025
Q2 		$2.49M Sell
8,604
-141
-2% -$36K 1.43% 18
2025
Q1 		$2.15M Buy
8,745
+95
+1% +$24.2K 1.34% 19
2024
Q4 		$2.07M Buy
8,650
+46
+0.5% +$10.7K 1.28% 20
2024
Q3 		$1.81M Buy
8,604
+168
+2% +$35.4K 1.12% 23
2024
Q2 		$1.71M Buy
8,436
+76
+0.9% +$14.9K 1.12% 21
2024
Q1 		$1.67M Sell
8,360
-14
-0.2% -$2.53K 1.15% 20
2023
Q4 		$1.42M Buy
8,374
+3
+0% +$455 1.06% 23
2023
Q3 		$1.21M Buy
8,371
+109
+1% +$16.3K 1% 25
2023
Q2 		$1.2M Hold
8,262
– – 0.94% 29
2023
Q1 		$1.08M Buy
8,262
+96
+1% +$13.2K 0.89% 30
2022
Q4 		$1.1M Sell
8,166
-149
-2% -$18.9K 0.91% 30
2022
Q3 		$868K Buy
8,315
+8
+0.1% +$918 0.81% 33
2022
Q2 		$935K Buy
8,307
+52
+0.6% +$6.44K 0.81% 28
2022
Q1 		$1.13M Buy
8,255
+384
+5% +$56.7K 0.85% 31
2021
Q4 		$1.25M Buy
+7,871
New +$1.29M 0.93% 28

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

W Advisors LLC's JPM Position: Q1 2026 in Review

W Advisors LLC reduced its JPMorgan Chase (JPM) stake by 4.9% in Q1 2026, selling an estimated $121K and leaving 7,772 shares worth $2.29M. The position accounts for 1.17% of the portfolio, ranked #20.

W Advisors LLC first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.73M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • W Advisors LLC held 7,772 shares of JPMorgan Chase worth $2.29M as of Q1 2026.
  • W Advisors LLC sold 399 JPMorgan Chase shares in Q1 2026, an estimated $121K.
  • JPMorgan Chase made up 1.17% of W Advisors LLC's portfolio in Q1 2026, its #20 holding.
  • W Advisors LLC first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • W Advisors LLC's JPMorgan Chase position peaked at $2.73M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.