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Warther Private Wealth’s JPMorgan Chase JPM Stock Holding History

Warther 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 		– Sell
-1,423
Closed -$459K – 44
2025
Q4 		$459K Buy
1,423
+139
+11% +$43K 0.11% 40
2025
Q3 		$405K Sell
1,284
-854
-40% -$254K 0.1% 41
2025
Q2 		$620K Sell
2,138
-317
-13% -$80.9K 0.16% 34
2025
Q1 		$602K Sell
2,455
-144
-6% -$36.7K 0.2% 36
2024
Q4 		$623K Sell
2,599
-1,411
-35% -$329K 0.21% 38
2024
Q3 		$846K Sell
4,010
-1,589
-28% -$335K 0.3% 32
2024
Q2 		$1.13M Buy
5,599
+980
+21% +$192K 0.44% 29
2024
Q1 		$925K Buy
4,619
+532
+13% +$96K 0.41% 32
2023
Q4 		$695K Sell
4,087
-8,994
-69% -$1.36M 0.39% 29
2023
Q3 		$1.9M Sell
13,081
-3,465
-21% -$519K 1.26% 25
2023
Q2 		$2.41M Buy
16,546
+467
+3% +$64.2K 1.64% 19
2023
Q1 		$2.1M Sell
16,079
-1,968
-11% -$270K 1.6% 21
2022
Q4 		$2.42M Sell
18,047
-3,277
-15% -$415K 1.81% 19
2022
Q3 		$2.23M Sell
21,324
-1,116
-5% -$128K 1.76% 19
2022
Q2 		$2.56M Buy
22,440
+2,277
+11% +$282K 1.87% 8
2022
Q1 		$2.73M Buy
20,163
+3,897
+24% +$575K 1.78% 11
2021
Q4 		$2.63M Buy
16,266
+1,256
+8% +$206K 1.95% 8
2021
Q3 		$2.51M Buy
15,010
+698
+5% +$109K 2.24% 7
2021
Q2 		$2.25M Buy
+14,312
New +$2.25M 2.18% 9

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.88T AUM 44.46% 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 $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Warther Private Wealth's JPM Position: Q1 2026 in Review

Warther Private Wealth sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 1,423 shares — an estimated $459K sold.

Warther Private Wealth first reported a position in JPM in Q2 2021 and held it in 19 quarters. The position peaked at $2.73M in Q1 2022. 5,071 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Warther Private Wealth reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Warther Private Wealth sold 1,423 JPMorgan Chase shares in Q1 2026, an estimated $459K.
  • Warther Private Wealth first reported a position in JPMorgan Chase in Q2 2021 and held it in 19 quarters.
  • Warther Private Wealth's JPMorgan Chase position peaked at $2.73M in Q1 2022.
  • 5,071 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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