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Wealth Advisory Solutions’s JPMorgan Chase JPM Stock Holding History

Wealth Advisory Solutions’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 		$10.1M Sell
34,365
-1,182
-3% -$359K 2.25% 11
2025
Q4 		$11.5M Sell
35,547
-219
-0.6% -$67.8K 2.67% 9
2025
Q3 		$11.3M Sell
35,766
-788
-2% -$234K 2.73% 9
2025
Q2 		$10.6M Sell
36,554
-318
-0.9% -$81.2K 2.68% 9
2025
Q1 		$9.04M Sell
36,872
-4,977
-12% -$1.27M 2.39% 9
2024
Q4 		$10M Buy
41,849
+581
+1% +$135K 2.81% 8
2024
Q3 		$8.7M Sell
41,268
-5,062
-11% -$1.07M 2.4% 10
2024
Q2 		$9.37M Sell
46,330
-543
-1% -$106K 2.54% 9
2024
Q1 		$9.39M Sell
46,873
-3,056
-6% -$551K 2.43% 10
2023
Q4 		$8.49M Sell
49,929
-50,440
-50% -$7.64M 2.97% 11
2023
Q3 		$15.8M Buy
100,369
+46,931
+88% +$7.04M 3.1% 7
2023
Q2 		$7.77M Sell
53,438
-382
-0.7% -$52.5K 2.07% 16
2023
Q1 		$7.01M Sell
53,820
-1,703
-3% -$233K 1.86% 15
2022
Q4 		$7.45M Buy
55,523
+508
+0.9% +$64.4K 2% 13
2022
Q3 		$5.75M Sell
55,015
-449
-0.8% -$51.5K 1.59% 16
2022
Q2 		$6.25M Buy
55,464
+1,497
+3% +$185K 1.54% 15
2022
Q1 		$7.36M Buy
+53,967
New +$7.97M 1.53% 17
2021
Q3 		$8.85M Buy
54,041
+9
+0% +$1.41K 1.97% 9
2021
Q2 		$8.4M Sell
54,032
-34,092
-39% -$5.35M 1.99% 8
2021
Q1 		$4.97M Buy
88,124
+13,943
+19% +$2.01M 3.71% 7
2020
Q4 		$9.43M Buy
74,181
+4,462
+6% +$499K 2.56% 5
2020
Q3 		$6.71M Buy
69,719
+14,548
+26% +$1.43M 1.78% 14
2020
Q2 		$5.19M Sell
55,171
-2,279
-4% -$216K 1.45% 19
2020
Q1 		$5.17M Buy
57,450
+620
+1% +$75.3K 1.76% 12
2019
Q4 		$7.92M Buy
+56,830
New +$7.29M 2.09% 8

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

Wealth Advisory Solutions's JPM Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its JPMorgan Chase (JPM) stake by 3.3% in Q1 2026, selling an estimated $359K and leaving 34,365 shares worth $10.1M. The position accounts for 2.25% of the portfolio, ranked #11.

Wealth Advisory Solutions first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. The position peaked at $15.8M in Q3 2023. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wealth Advisory Solutions held 34,365 shares of JPMorgan Chase worth $10.1M as of Q1 2026.
  • Wealth Advisory Solutions sold 1,182 JPMorgan Chase shares in Q1 2026, an estimated $359K.
  • JPMorgan Chase made up 2.25% of Wealth Advisory Solutions's portfolio in Q1 2026, its #11 holding.
  • Wealth Advisory Solutions first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • Wealth Advisory Solutions's JPMorgan Chase position peaked at $15.8M in Q3 2023.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.