WealthCollab’s JPMorgan Chase JPM Stock Holding History

WealthCollab’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	$290K	Hold	986	–	–	0.12%	63
2025 Q4	$318K	Hold	986	–	–	0.13%	65
2025 Q3	$311K	Hold	986	–	–	0.14%	61
2025 Q2	$286K	Hold	986	–	–	0.16%	55
2025 Q1	$242K	Buy	986 +12	+1%	+$3.06K	0.15%	56
2024 Q4	$233K	Buy	974 +5	+0.5%	+$1.17K	0.15%	59
2024 Q3	$204K	Hold	969	–	–	0.13%	62
2024 Q2	$196K	Hold	969	–	–	0.14%	59
2024 Q1	$194K	Buy	969 +380	+65%	+$68.6K	0.14%	61
2023 Q4	$100K	Buy	+589	New	+$89.3K	0.08%	86

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

WealthCollab's JPM Position: Q1 2026 in Review

WealthCollab held its JPMorgan Chase (JPM) position steady in Q1 2026 at 986 shares worth $290K. The position accounts for 0.12% of the portfolio, ranked #63.

WealthCollab first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $318K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

WealthCollab held 986 shares of JPMorgan Chase worth $290K as of Q1 2026.
WealthCollab left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.12% of WealthCollab's portfolio in Q1 2026, its #63 holding.
WealthCollab first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
WealthCollab's JPMorgan Chase position peaked at $318K in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.