WMP
JPM icon

Wealth Management Partners’s JPMorgan Chase JPM Stock Holding History

Wealth Management Partners’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 		$3.47M Sell
11,789
-132
-1% -$40.1K 0.99% 23
2025
Q4 		$3.84M Sell
11,921
-136
-1% -$42.1K 1.1% 20
2025
Q3 		$3.8M Sell
12,057
-106
-0.9% -$31.5K 1.21% 19
2025
Q2 		$3.55M Buy
12,163
+253
+2% +$64.6K 1.26% 14
2025
Q1 		$2.92M Buy
11,910
+92
+0.8% +$23.5K 1.35% 19
2024
Q4 		$2.83M Buy
11,818
+565
+5% +$132K 1.22% 22
2024
Q3 		$2.37M Buy
11,253
+151
+1% +$31.8K 1.1% 24
2024
Q2 		$2.25M Sell
11,102
-96
-0.9% -$18.8K 1.09% 23
2024
Q1 		$2.24M Sell
11,198
-282
-2% -$50.9K 1.14% 23
2023
Q4 		$1.95M Sell
11,480
-321
-3% -$48.6K 1.09% 24
2023
Q3 		$1.71M Buy
11,801
+992
+9% +$149K 1.07% 24
2023
Q2 		$1.57M Buy
10,809
+365
+3% +$50.2K 0.99% 22
2023
Q1 		$1.36M Buy
10,444
+444
+4% +$60.8K 0.95% 22
2022
Q4 		$1.35M Hold
10,000
– – 1.12% 21
2022
Q3 		$1.08M Buy
10,000
+1,000
+11% +$115K 0.95% 24
2022
Q2 		$975K Hold
9,000
– – 0.85% 30
2022
Q1 		$1.21M Buy
9,000
+2,000
+29% +$295K 0.86% 25
2021
Q4 		$1.16M Sell
7,000
-87
-1% -$14.3K 0.8% 29
2021
Q3 		$1.16M Sell
7,087
-29
-0.4% -$4.55K 0.86% 28
2021
Q2 		$1.11M Buy
7,116
+129
+2% +$20.3K 0.77% 34
2021
Q1 		$1.08M Sell
6,987
-503
-7% -$72.4K 0.81% 37
2020
Q4 		$986K Buy
+7,490
New +$837K 0.77% 37

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 Partners's JPM Position: Q1 2026 in Review

Wealth Management Partners reduced its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, selling an estimated $40.1K and leaving 11,789 shares worth $3.47M. The position accounts for 0.99% of the portfolio, ranked #23.

Wealth Management Partners first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.84M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wealth Management Partners held 11,789 shares of JPMorgan Chase worth $3.47M as of Q1 2026.
  • Wealth Management Partners sold 132 JPMorgan Chase shares in Q1 2026, an estimated $40.1K.
  • JPMorgan Chase made up 0.99% of Wealth Management Partners's portfolio in Q1 2026, its #23 holding.
  • Wealth Management Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Wealth Management Partners's JPMorgan Chase position peaked at $3.84M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wealth Management Partners's 13F filing for Q1 2026, filed 17 Apr 2026.