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Wealth Watch Advisors’s JPMorgan Chase JPM Stock Holding History

Wealth Watch 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 		$589K Buy
2,002
+364
+22% +$110K 0.25% 62
2025
Q4 		$528K Buy
1,638
+529
+48% +$164K 0.2% 65
2025
Q3 		$350K Sell
1,109
-59
-5% -$17.5K 0.14% 70
2025
Q2 		$272K Buy
1,168
+193
+20% +$49.3K 0.16% 83
2025
Q1 		$240K Sell
975
-388
-28% -$98.9K 0.2% 62
2024
Q4 		$329K Buy
+1,363
New +$317K 0.2% 62

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 Watch Advisors's JPM Position: Q1 2026 in Review

Wealth Watch Advisors increased its JPMorgan Chase (JPM) stake by 22% in Q1 2026, buying an estimated $110K and bringing the position to 2,002 shares worth $589K. The position accounts for 0.25% of the portfolio, ranked #62.

Wealth Watch Advisors first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wealth Watch Advisors held 2,002 shares of JPMorgan Chase worth $589K as of Q1 2026.
  • Wealth Watch Advisors bought 364 JPMorgan Chase shares in Q1 2026, an estimated $110K.
  • JPMorgan Chase made up 0.25% of Wealth Watch Advisors's portfolio in Q1 2026, its #62 holding.
  • Wealth Watch Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • 5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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