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Wealth Management Associates’s JPMorgan Chase JPM Stock Holding History

Wealth Management Associates’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 		$2.45M Hold
8,326
– – 0.85% 29
2025
Q4 		$2.68M Sell
8,326
-371
-4% -$115K 0.93% 27
2025
Q3 		$2.74M Sell
8,697
-40
-0.5% -$11.9K 0.97% 27
2025
Q2 		$2.53M Buy
8,737
+572
+7% +$146K 0.99% 27
2025
Q1 		$2M Sell
8,165
-20
-0.2% -$5.1K 0.86% 26
2024
Q4 		$1.96M Sell
8,185
-43
-0.5% -$10K 0.84% 29
2024
Q3 		$1.74M Sell
8,228
-179
-2% -$37.7K 0.76% 30
2024
Q2 		$1.7M Hold
8,407
– – 0.8% 29
2024
Q1 		$1.7M Sell
8,407
-219
-3% -$39.5K 0.8% 29
2023
Q4 		$1.47M Sell
8,626
-693
-7% -$105K 0.77% 27
2023
Q3 		$1.35M Buy
9,319
+498
+6% +$74.7K 0.79% 29
2023
Q2 		$1.28M Sell
8,821
-316
-3% -$43.5K 0.73% 30
2023
Q1 		$1.19M Buy
9,137
+58
+0.6% +$7.95K 0.74% 29
2022
Q4 		$1.22M Buy
9,079
+1,057
+13% +$134K 0.81% 28
2022
Q3 		$838K Sell
8,022
-68
-0.8% -$7.8K 0.59% 39
2022
Q2 		$911K Sell
8,090
-493
-6% -$61.1K 0.62% 37
2022
Q1 		$1.17M Buy
8,583
+263
+3% +$38.8K 0.66% 31
2021
Q4 		$1.32M Sell
8,320
-119
-1% -$19.5K 0.71% 29
2021
Q3 		$1.38M Buy
8,439
+46
+0.5% +$7.21K 0.81% 27
2021
Q2 		$1.31M Buy
8,393
+1,309
+18% +$206K 0.74% 29
2021
Q1 		$1.08M Sell
7,084
-95
-1% -$13.7K 0.68% 29
2020
Q4 		$912K Sell
7,179
-307
-4% -$34.3K 0.6% 39
2020
Q3 		$721K Sell
7,486
-3,293
-31% -$323K 0.56% 43
2020
Q2 		$1.01M Buy
10,779
+1,145
+12% +$109K 0.85% 26
2020
Q1 		$867K Buy
9,634
+6,276
+187% +$762K 0.88% 26
2019
Q4 		$468K Buy
3,358
+609
+22% +$78.1K 0.33% 76
2019
Q3 		$324K Buy
2,749
+3
+0.1% +$339 0.26% 88
2019
Q2 		$307K Buy
2,746
+204
+8% +$22.5K 0.31% 69
2019
Q1 		$257K Buy
2,542
+94
+4% +$9.68K 0.28% 79
2018
Q4 		$239K Buy
+2,448
New +$261K 0.32% 71

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 Management Associates's JPM Position: Q1 2026 in Review

Wealth Management Associates held its JPMorgan Chase (JPM) position steady in Q1 2026 at 8,326 shares worth $2.45M. The position accounts for 0.85% of the portfolio, ranked #29.

Wealth Management Associates first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.74M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wealth Management Associates held 8,326 shares of JPMorgan Chase worth $2.45M as of Q1 2026.
  • Wealth Management Associates left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.85% of Wealth Management Associates's portfolio in Q1 2026, its #29 holding.
  • Wealth Management Associates first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Wealth Management Associates's JPMorgan Chase position peaked at $2.74M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.