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Wayfinding Financial’s JPMorgan Chase JPM Stock Holding History

Wayfinding Financial’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 		$1.24M Sell
4,229
-2
-0% -$607 0.54% 40
2025
Q4 		$1.36M Sell
4,231
-264
-6% -$81.7K 0.58% 35
2025
Q3 		$1.42M Sell
4,495
-3
-0.1% -$892 0.61% 33
2025
Q2 		$1.32M Sell
4,498
-324
-7% -$82.7K 0.59% 35
2025
Q1 		$1.18M Sell
4,822
-158
-3% -$40.3K 0.52% 37
2024
Q4 		$1.19M Buy
+4,980
New +$1.16M 0.64% 31
2024
Q3 		– Sell
-4,922
Closed -$995K – 79
2024
Q2 		$995K Buy
4,922
+76
+2% +$14.9K 0.56% 39
2024
Q1 		$948K Sell
4,846
-637
-12% -$115K 0.55% 41
2023
Q4 		$932K Buy
5,483
+259
+5% +$39.3K 0.63% 33
2023
Q3 		$751K Buy
5,224
+20
+0.4% +$3K 0.57% 35
2023
Q2 		$816K Buy
5,204
+353
+7% +$48.6K 0.57% 35
2023
Q1 		$632K Buy
4,851
+1,325
+38% +$182K 0.48% 38
2022
Q4 		$512K Sell
3,526
-871
-20% -$110K 0.41% 44
2022
Q3 		$459K Buy
4,397
+401
+10% +$46K 0.43% 38
2022
Q2 		$450K Buy
3,996
+145
+4% +$18K 0.4% 44
2022
Q1 		$476K Buy
3,851
+325
+9% +$48K 0.4% 44
2021
Q4 		$512K Buy
+3,526
New +$579K 0.41% 44

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

Wayfinding Financial's JPM Position: Q1 2026 in Review

Wayfinding Financial reduced its JPMorgan Chase (JPM) stake by 0.05% in Q1 2026, selling an estimated $607 and leaving 4,229 shares worth $1.24M. The position accounts for 0.54% of the portfolio, ranked #40.

Wayfinding Financial first reported a position in JPM in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.42M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wayfinding Financial held 4,229 shares of JPMorgan Chase worth $1.24M as of Q1 2026.
  • Wayfinding Financial sold 2 JPMorgan Chase shares in Q1 2026, an estimated $607.
  • JPMorgan Chase made up 0.54% of Wayfinding Financial's portfolio in Q1 2026, its #40 holding.
  • Wayfinding Financial first reported a position in JPMorgan Chase in Q4 2021 and has held it in 17 quarters since.
  • Wayfinding Financial's JPMorgan Chase position peaked at $1.42M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wayfinding Financial's 13F filing for Q1 2026, filed 12 May 2026.