Waypoint Wealth Counsel’s JPMorgan Chase JPM Stock Holding History

Waypoint Wealth Counsel’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	$731K	Sell	2,486 -2,571	-51%	-$780K	0.38%	43
2025 Q4	$1.63M	Sell	5,057 -348	-6%	-$108K	0.6%	29
2025 Q3	$1.7M	Sell	5,405 -764	-12%	-$227K	0.67%	28
2025 Q2	$1.79M	Buy	6,169 +541	+10%	+$138K	0.89%	23
2025 Q1	$1.38M	Sell	5,628 -1,703	-23%	-$434K	0.87%	27
2024 Q4	$1.76M	Buy	7,331 +180	+3%	+$41.9K	1.15%	21
2024 Q3	$1.51M	Buy	7,151 +350	+5%	+$73.7K	1.01%	24
2024 Q2	$1.38M	Buy	6,801 +16	+0.2%	+$3.13K	1.05%	25
2024 Q1	$1.36M	Buy	6,785 +90	+1%	+$16.2K	1.05%	24
2023 Q4	$1.14M	Sell	6,695 -36	-0.5%	-$5.46K	0.97%	27
2023 Q3	$976K	Hold	6,731	–	–	0.92%	26
2023 Q2	$979K	Sell	6,731 -84	-1%	-$11.6K	0.88%	28
2023 Q1	$888K	Sell	6,815 -49	-0.7%	-$6.71K	0.69%	34
2022 Q4	$920K	Buy	+6,864	New	+$870K	0.74%	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

Waypoint Wealth Counsel's JPM Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its JPMorgan Chase (JPM) stake by 51% in Q1 2026, selling an estimated $780K and leaving 2,486 shares worth $731K. The position accounts for 0.38% of the portfolio, ranked #43.

Waypoint Wealth Counsel first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.79M in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Waypoint Wealth Counsel held 2,486 shares of JPMorgan Chase worth $731K as of Q1 2026.
Waypoint Wealth Counsel sold 2,571 JPMorgan Chase shares in Q1 2026, an estimated $780K.
JPMorgan Chase made up 0.38% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #43 holding.
Waypoint Wealth Counsel first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Waypoint Wealth Counsel's JPMorgan Chase position peaked at $1.79M in Q2 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.