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Wealth Alliance’s JPMorgan Chase JPM Stock Holding History

Wealth Alliance’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 		$4.71M Sell
16,027
-880
-5% -$267K 0.47% 42
2025
Q4 		$5.45M Sell
16,907
-1,013
-6% -$314K 0.53% 32
2025
Q3 		$5.65M Buy
17,920
+360
+2% +$107K 0.58% 27
2025
Q2 		$5.09M Buy
17,560
+719
+4% +$183K 0.57% 30
2025
Q1 		$4.13M Buy
16,841
+461
+3% +$118K 0.5% 35
2024
Q4 		$3.93M Buy
16,380
+411
+3% +$95.7K 0.47% 32
2024
Q3 		$3.37M Sell
15,969
-321
-2% -$67.6K 0.4% 40
2024
Q2 		$3.29M Buy
16,290
+125
+0.8% +$24.4K 0.43% 40
2024
Q1 		$3.24M Buy
16,165
+1,216
+8% +$219K 0.42% 41
2023
Q4 		$2.54M Sell
14,949
-463
-3% -$70.2K 0.36% 51
2023
Q3 		$2.24M Hold
15,412
– – 0.35% 56
2023
Q2 		$2.24M Sell
15,412
-607
-4% -$83.5K 0.34% 50
2023
Q1 		$2.09M Sell
16,019
-5,184
-24% -$710K 0.34% 52
2022
Q4 		$2.84M Buy
21,203
+1,448
+7% +$183K 0.5% 31
2022
Q3 		$2.06M Buy
19,755
+2,152
+12% +$247K 0.41% 41
2022
Q2 		$1.98M Buy
17,603
+1,665
+10% +$206K 0.38% 52
2022
Q1 		$2.17M Buy
15,938
+913
+6% +$135K 0.44% 37
2021
Q4 		$2.38M Sell
15,025
-55
-0.4% -$9.03K 0.48% 39
2021
Q3 		$2.47M Sell
15,080
-596
-4% -$93.4K 0.55% 35
2021
Q2 		$2.44M Sell
15,676
-765
-5% -$120K 0.57% 33
2021
Q1 		$2.5M Sell
16,441
-2,296
-12% -$330K 0.7% 26
2020
Q4 		$2.38M Buy
18,737
+933
+5% +$104K 0.7% 27
2020
Q3 		$1.71M Buy
17,804
+1,297
+8% +$127K 0.62% 33
2020
Q2 		$1.55M Buy
16,507
+3,472
+27% +$329K 0.61% 32
2020
Q1 		$1.17M Sell
13,035
-2,420
-16% -$294K 0.63% 35
2019
Q4 		$2.15M Buy
+15,455
New +$1.98M 1.53% 21

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 Alliance's JPM Position: Q1 2026 in Review

Wealth Alliance reduced its JPMorgan Chase (JPM) stake by 5.2% in Q1 2026, selling an estimated $267K and leaving 16,027 shares worth $4.71M. The position accounts for 0.47% of the portfolio, ranked #42.

Wealth Alliance first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.65M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wealth Alliance held 16,027 shares of JPMorgan Chase worth $4.71M as of Q1 2026.
  • Wealth Alliance sold 880 JPMorgan Chase shares in Q1 2026, an estimated $267K.
  • JPMorgan Chase made up 0.47% of Wealth Alliance's portfolio in Q1 2026, its #42 holding.
  • Wealth Alliance first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Wealth Alliance's JPMorgan Chase position peaked at $5.65M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.