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Wealth Preservation Advisors’s JPMorgan Chase JPM Stock Holding History

Wealth Preservation Advisors’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 		$214K Sell
727
-1,059
-59% -$321K 0.18% 59
2025
Q4 		$575K Buy
1,786
+41
+2% +$12.7K 0.29% 37
2025
Q3 		$550K Sell
1,745
-4
-0.2% -$1.19K 0.32% 34
2025
Q2 		$507K Sell
1,749
-3
-0.2% -$766 0.31% 39
2025
Q1 		$430K Buy
+1,752
New +$447K 0.31% 44

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 Preservation Advisors's JPM Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its JPMorgan Chase (JPM) stake by 59% in Q1 2026, selling an estimated $321K and leaving 727 shares worth $214K. The position accounts for 0.18% of the portfolio, ranked #59.

Wealth Preservation Advisors first reported a position in JPM in Q1 2025 and has held it in 5 quarters since. The position peaked at $575K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wealth Preservation Advisors held 727 shares of JPMorgan Chase worth $214K as of Q1 2026.
  • Wealth Preservation Advisors sold 1,059 JPMorgan Chase shares in Q1 2026, an estimated $321K.
  • JPMorgan Chase made up 0.18% of Wealth Preservation Advisors's portfolio in Q1 2026, its #59 holding.
  • Wealth Preservation Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's JPMorgan Chase position peaked at $575K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.