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WBI Investments’s JPMorgan Chase JPM Stock Holding History

WBI Investments’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
2014
Q4 		– Sell
-403,000
Closed -$243K – 211
2014
Q3 		$243K Buy
+403,000
New +$23.6M 0.01% 161

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

WBI Investments's JPM Position: Q1 2026 in Review

WBI Investments reduced its JPMorgan Chase (JPM) stake by 0.41% in Q1 2026, selling an estimated $2.43K and leaving 1,935 shares worth $569K. The position accounts for 0.16% of the portfolio, ranked #172.

WBI Investments first reported a position in JPM in Q3 2013 and has held it in 12 quarters since. The position peaked at $52.9M in Q3 2014. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • WBI Investments held 1,935 shares of JPMorgan Chase worth $569K as of Q1 2026.
  • WBI Investments sold 8 JPMorgan Chase shares in Q1 2026, an estimated $2.43K.
  • JPMorgan Chase made up 0.16% of WBI Investments's portfolio in Q1 2026, its #172 holding.
  • WBI Investments first reported a position in JPMorgan Chase in Q3 2013 and has held it in 12 quarters since.
  • WBI Investments's JPMorgan Chase position peaked at $52.9M in Q3 2014.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.