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Wealth Quarterback’s JPMorgan Chase JPM Stock Holding History

Wealth Quarterback’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 		$659K Buy
2,240
+655
+41% +$199K 0.26% 72
2025
Q4 		$511K Buy
1,585
+129
+9% +$39.9K 0.18% 91
2025
Q3 		$459K Sell
1,456
-153
-10% -$45.5K 0.18% 96
2025
Q2 		$467K Buy
1,609
+15
+0.9% +$3.83K 0.22% 87
2025
Q1 		$391K Sell
1,594
-31
-2% -$7.9K 0.22% 83
2024
Q4 		$390K Sell
1,625
-36
-2% -$8.38K 0.18% 82
2024
Q3 		$350K Buy
1,661
+5
+0.3% +$1.05K 0.18% 87
2024
Q2 		$335K Sell
1,656
-82
-5% -$16K 0.19% 83
2024
Q1 		$348K Sell
1,738
-1,363
-44% -$246K 0.19% 85
2023
Q4 		$528K Buy
3,101
+1,009
+48% +$153K 0.32% 71
2023
Q3 		$303K Buy
2,092
+38
+2% +$5.7K 0.26% 82
2023
Q2 		$299K Sell
2,054
-115
-5% -$15.8K 0.21% 87
2023
Q1 		$283K Sell
2,169
-95
-4% -$13K 0.24% 84
2022
Q4 		$304K Sell
2,264
-78
-3% -$9.88K 0.25% 81
2022
Q3 		$245K Buy
2,342
+69
+3% +$7.92K 0.26% 82
2022
Q2 		$256K Buy
+2,273
New +$282K 0.2% 92
2021
Q3 		$337K Buy
16,131
+13,978
+649% +$2.19M 0.22% 79
2021
Q2 		$335K Buy
+2,153
New +$338K 0.2% 83
2020
Q4 		$301K Sell
2,370
-2,172
-48% -$243K 0.25% 84
2020
Q3 		$427K Hold
4,542
– – 0.39% 68
2020
Q2 		$427K Sell
4,542
-453
-9% -$43K 0.39% 68
2020
Q1 		$450K Sell
4,995
-34,816
-87% -$4.23M 0.41% 56
2019
Q4 		$678K Buy
+39,811
New +$5.11M 0.59% 39

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 Quarterback's JPM Position: Q1 2026 in Review

Wealth Quarterback increased its JPMorgan Chase (JPM) stake by 41% in Q1 2026, buying an estimated $199K and bringing the position to 2,240 shares worth $659K. The position accounts for 0.26% of the portfolio, ranked #72.

Wealth Quarterback first reported a position in JPM in Q4 2019 and has held it in 23 quarters since. The position peaked at $678K in Q4 2019. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wealth Quarterback held 2,240 shares of JPMorgan Chase worth $659K as of Q1 2026.
  • Wealth Quarterback bought 655 JPMorgan Chase shares in Q1 2026, an estimated $199K.
  • JPMorgan Chase made up 0.26% of Wealth Quarterback's portfolio in Q1 2026, its #72 holding.
  • Wealth Quarterback first reported a position in JPMorgan Chase in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's JPMorgan Chase position peaked at $678K in Q4 2019.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wealth Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.