WealthCare Investment Partners’s JPMorgan Chase JPM Stock Holding History

WealthCare Investment 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	$284K	Buy	963 +9	+0.9%	+$2.73K	0.08%	157
2025 Q4	$311K	Buy	954 +53	+6%	+$16.4K	0.09%	148
2025 Q3	$280K	Buy	901 +4	+0.4%	+$1.19K	0.09%	143
2025 Q2	$266K	Sell	897 -19	-2%	-$4.85K	0.1%	134
2025 Q1	$210K	Buy	916 +4	+0.4%	+$1.02K	0.09%	143
2024 Q4	$219K	Buy	+912	New	+$212K	0.1%	135

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WealthCare Investment Partners's JPM Position: Q1 2026 in Review

WealthCare Investment Partners increased its JPMorgan Chase (JPM) stake by 0.94% in Q1 2026, buying an estimated $2.73K and bringing the position to 963 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #157.

WealthCare Investment Partners first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $311K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

WealthCare Investment Partners held 963 shares of JPMorgan Chase worth $284K as of Q1 2026.
WealthCare Investment Partners bought 9 JPMorgan Chase shares in Q1 2026, an estimated $2.73K.
JPMorgan Chase made up 0.08% of WealthCare Investment Partners's portfolio in Q1 2026, its #157 holding.
WealthCare Investment Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
WealthCare Investment Partners's JPMorgan Chase position peaked at $311K in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.