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Wealth Effects’s JPMorgan Chase JPM Stock Holding History

Wealth Effects’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 		$8.74M Buy
29,700
+128
+0.4% +$38.8K 3.1% 6
2025
Q4 		$9.53M Sell
29,572
-117
-0.4% -$36.2K 2.98% 5
2025
Q3 		$9.36M Buy
29,689
+47
+0.2% +$14K 3.01% 5
2025
Q2 		$8.59M Buy
29,642
+361
+1% +$92.1K 3.22% 6
2025
Q1 		$7.18M Sell
29,281
-1,270
-4% -$324K 3.02% 6
2024
Q4 		$7.32M Sell
30,551
-199
-0.6% -$46.4K 2.6% 7
2024
Q3 		$6.48M Sell
30,750
-38
-0.1% -$8K 2.27% 8
2024
Q2 		$6.23M Buy
30,788
+311
+1% +$60.8K 2.26% 8
2024
Q1 		$6.1M Sell
30,477
-1,873
-6% -$338K 2.25% 7
2023
Q4 		$5.5M Buy
32,350
+2,478
+8% +$376K 2.07% 8
2023
Q3 		$4.33M Sell
29,872
-297
-1% -$44.5K 2.14% 8
2023
Q2 		$4.39M Sell
30,169
-599
-2% -$82.4K 1.93% 8
2023
Q1 		$4.01M Sell
30,768
-1,141
-4% -$156K 2.05% 7
2022
Q4 		$4.28M Sell
31,909
-413
-1% -$52.3K 2.44% 7
2022
Q3 		$3.38M Buy
32,322
+179
+0.6% +$20.5K 2.07% 8
2022
Q2 		$3.62M Buy
32,143
+396
+1% +$49.1K 2.18% 10
2022
Q1 		$4.33M Buy
31,747
+967
+3% +$143K 2.02% 10
2021
Q4 		$4.87M Buy
+30,780
New +$5.05M 2.02% 10

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 Effects's JPM Position: Q1 2026 in Review

Wealth Effects increased its JPMorgan Chase (JPM) stake by 0.43% in Q1 2026, buying an estimated $38.8K and bringing the position to 29,700 shares worth $8.74M. The position accounts for 3.1% of the portfolio, ranked #6.

Wealth Effects first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.53M in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wealth Effects held 29,700 shares of JPMorgan Chase worth $8.74M as of Q1 2026.
  • Wealth Effects bought 128 JPMorgan Chase shares in Q1 2026, an estimated $38.8K.
  • JPMorgan Chase made up 3.1% of Wealth Effects's portfolio in Q1 2026, its #6 holding.
  • Wealth Effects first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's JPMorgan Chase position peaked at $9.53M in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.