WBH Advisory’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.2M | Sell |
10,825
-1,889
| -15% | -$573K | 0.24% | 83 |
|
|
2025
Q4 | $4.1M | Buy |
12,714
+52
| +0.4% | +$16.1K | 0.3% | 67 |
|
|
2025
Q3 | $3.99M | Buy |
12,662
+73
| +0.6% | +$21.7K | 0.3% | 68 |
|
|
2025
Q2 | $3.65M | Sell |
12,589
-1,436
| -10% | -$366K | 0.31% | 67 |
|
|
2025
Q1 | $3.44M | Buy |
14,025
+616
| +5% | +$157K | 0.32% | 66 |
|
|
2024
Q4 | $3.21M | Buy |
13,409
+1,508
| +13% | +$351K | 0.3% | 69 |
|
|
2024
Q3 | $2.51M | Sell |
11,901
-72
| -0.6% | -$15.2K | 0.24% | 75 |
|
|
2024
Q2 | $2.42M | Sell |
11,973
-993
| -8% | -$194K | 0.25% | 73 |
|
|
2024
Q1 | $2.6M | Sell |
12,966
-130
| -1% | -$23.5K | 0.27% | 73 |
|
|
2023
Q4 | $2.23M | Sell |
13,096
-320
| -2% | -$48.5K | 0.25% | 76 |
|
|
2023
Q3 | $1.95M | Buy |
13,416
+71
| +0.5% | +$10.6K | 0.24% | 88 |
|
|
2023
Q2 | $1.94M | Sell |
13,345
-270
| -2% | -$37.1K | 0.23% | 90 |
|
|
2023
Q1 | $1.77M | Buy |
+13,615
| New | +$1.87M | 0.22% | 97 |
|
|
2022
Q3 | $1.53M | Sell |
14,673
-666
| -4% | -$76.4K | 0.22% | 100 |
|
|
2022
Q2 | $1.73M | Buy |
15,339
+9
| +0.1% | +$1.11K | 0.23% | 98 |
|
|
2022
Q1 | $1.89M | Sell |
15,330
-697
| -4% | -$103K | 0.23% | 91 |
|
|
2021
Q4 | $2.54M | Buy |
16,027
+69
| +0.4% | +$11.3K | 0.29% | 77 |
|
|
2021
Q3 | $2.61M | Buy |
15,958
+27
| +0.2% | +$4.23K | 0.35% | 62 |
|
|
2021
Q2 | $2.42M | Sell |
15,931
-3,565
| -18% | -$560K | 0.35% | 66 |
|
|
2021
Q1 | $2.97M | Buy |
19,496
+5,416
| +38% | +$779K | 0.48% | 49 |
|
|
2020
Q4 | $1.91M | Sell |
14,080
-94
| -0.7% | -$10.5K | 0.33% | 66 |
|
|
2020
Q3 | $1.36M | Sell |
14,174
-450
| -3% | -$44.2K | 0.28% | 81 |
|
|
2020
Q2 | $1.38M | Buy |
14,624
+996
| +7% | +$94.5K | 0.33% | 77 |
|
|
2020
Q1 | $1.23K | Sell |
13,628
-868
| -6% | -$105K | 0.29% | 69 |
|
|
2019
Q4 | $2.02M | Sell |
14,496
-1,919
| -12% | -$246K | 0.41% | 55 |
|
|
2019
Q3 | $1.93M | Buy |
16,415
+707
| +5% | +$80K | 0.43% | 55 |
|
|
2019
Q2 | $1.76M | Buy |
15,708
+32
| +0.2% | +$3.53K | 0.41% | 59 |
|
|
2019
Q1 | $1.59M | Buy |
15,676
+461
| +3% | +$47.5K | 0.38% | 66 |
|
|
2018
Q4 | $1.49K | Buy |
15,215
+806
| +6% | +$85.9K | 0.36% | 63 |
|
|
2018
Q3 | $1.63M | Sell |
14,409
-1,331
| -8% | -$151K | 0.39% | 61 |
|
|
2018
Q2 | $1.64M | Buy |
15,740
+779
| +5% | +$85.5K | 0.43% | 56 |
|
|
2018
Q1 | $1.65M | Buy |
14,961
+522
| +4% | +$59.1K | 0.45% | 51 |
|
|
2017
Q4 | $1.54M | Buy |
14,439
+25
| +0.2% | +$2.53K | 0.41% | 57 |
|
|
2017
Q3 | $485K | Sell |
14,414
-35
| -0.2% | -$3.23K | 0.14% | 136 |
|
|
2017
Q2 | $1.32M | Buy |
14,449
+25
| +0.2% | +$2.16K | 0.37% | 64 |
|
|
2017
Q1 | $1.27M | Buy |
14,424
+1,716
| +14% | +$151K | 0.38% | 63 |
|
|
2016
Q4 | $1.1M | Buy |
12,708
+173
| +1% | +$13.2K | 0.37% | 63 |
|
|
2016
Q3 | $834K | Buy |
12,535
+919
| +8% | +$59.9K | 0.29% | 86 |
|
|
2016
Q2 | $721K | Sell |
11,616
-114
| -1% | -$7.12K | 0.28% | 83 |
|
|
2016
Q1 | $694K | Buy |
11,730
+2,585
| +28% | +$151K | 0.23% | 84 |
|
|
2015
Q4 | $603 | Hold |
9,145
| – | – | 0.21% | 93 |
|
|
2015
Q3 | $557K | Buy |
9,145
+1
| +0% | +$65 | 0.23% | 100 |
|
|
2015
Q2 | $619K | Sell |
9,144
-200
| -2% | -$13.1K | 0.24% | 99 |
|
|
2015
Q1 | $566 | Sell |
9,344
-906
| -9% | -$53.7K | 0.16% | 111 |
|
|
2014
Q4 | $641K | Buy |
10,250
+1,000
| +11% | +$60.2K | 0.24% | 100 |
|
|
2014
Q3 | $557K | Buy |
9,250
+26
| +0.3% | +$1.52K | 0.2% | 109 |
|
|
2014
Q2 | $531K | Sell |
9,224
-749
| -8% | -$42.1K | 0.2% | 117 |
|
|
2014
Q1 | $605K | Sell |
9,973
-905
| -8% | -$52.3K | 0.24% | 102 |
|
|
2013
Q4 | $636K | Buy |
10,878
+1,268
| +13% | +$69.5K | 0.26% | 99 |
|
|
2013
Q3 | $497K | Sell |
9,610
-879
| -8% | -$47.1K | 0.22% | 112 |
|
|
2013
Q2 | $553K | Buy |
+10,489
| New | +$533K | 0.26% | 103 |
|
Other funds holding JPM
VCM
VPM
WBH Advisory's JPM Position: Q1 2026 in Review
WBH Advisory reduced its JPMorgan Chase (JPM) stake by 15% in Q1 2026, selling an estimated $573K and leaving 10,825 shares worth $3.2M. The position accounts for 0.24% of the portfolio, ranked #83.
WBH Advisory first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.1M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- WBH Advisory held 10,825 shares of JPMorgan Chase worth $3.2M as of Q1 2026.
- WBH Advisory sold 1,889 JPMorgan Chase shares in Q1 2026, an estimated $573K.
- JPMorgan Chase made up 0.24% of WBH Advisory's portfolio in Q1 2026, its #83 holding.
- WBH Advisory first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's JPMorgan Chase position peaked at $4.1M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.