Wealthfront Advisers
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Wealthfront Advisers’s JPMorgan Chase JPM Stock Holding History

Wealthfront Advisers’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 		$109M Buy
369,745
+9,967
+3% +$3.02M 0.24% 46
2025
Q4 		$116M Buy
359,778
+1,879
+0.5% +$582K 0.26% 45
2025
Q3 		$113M Buy
357,899
+6,415
+2% +$1.91M 0.27% 42
2025
Q2 		$102M Buy
351,484
+33,493
+11% +$8.55M 0.26% 42
2025
Q1 		$78M Buy
317,991
+28,829
+10% +$7.35M 0.21% 49
2024
Q4 		$69.3M Buy
289,162
+16,746
+6% +$3.9M 0.2% 49
2024
Q3 		$57.4M Buy
272,416
+1,507
+0.6% +$317K 0.18% 47
2024
Q2 		$54.8M Buy
270,909
+6,103
+2% +$1.19M 0.18% 46
2024
Q1 		$53M Buy
264,806
+1,494
+0.6% +$270K 0.19% 46
2023
Q4 		$44.8M Buy
263,312
+12,273
+5% +$1.86M 0.17% 45
2023
Q3 		$36.4M Buy
251,039
+3,044
+1% +$456K 0.16% 46
2023
Q2 		$36.1M Sell
247,995
-87
-0% -$12K 0.15% 45
2023
Q1 		$32.3M Buy
248,082
+3,661
+1% +$502K 0.15% 45
2022
Q4 		$32.8M Buy
244,421
+17,081
+8% +$2.16M 0.16% 41
2022
Q3 		$23.8M Buy
227,340
+12,055
+6% +$1.38M 0.13% 42
2022
Q2 		$24.2M Buy
215,285
+26,786
+14% +$3.32M 0.12% 44
2022
Q1 		$25.7M Sell
188,499
-15,627
-8% -$2.31M 0.11% 41
2021
Q4 		$32.3M Buy
204,126
+5,206
+3% +$855K 0.14% 34
2021
Q3 		$32.6M Buy
198,920
+22,238
+13% +$3.49M 0.15% 29
2021
Q2 		$27.5M Buy
176,682
+3,121
+2% +$490K 0.13% 29
2021
Q1 		$26.4M Buy
173,561
+13,894
+9% +$2M 0.14% 28
2020
Q4 		$20.3M Buy
159,667
+18,857
+13% +$2.11M 0.12% 31
2020
Q3 		$13.6M Buy
140,810
+5,673
+4% +$557K 0.1% 40
2020
Q2 		$12.7M Buy
135,137
+7,869
+6% +$747K 0.1% 41
2020
Q1 		$11.5M Sell
127,268
-32,683
-20% -$3.97M 0.1% 38
2019
Q4 		$22.3M Buy
159,951
+11,095
+7% +$1.42M 0.17% 27
2019
Q3 		$17.5M Sell
148,856
-463
-0.3% -$52.4K 0.15% 27
2019
Q2 		$16.7M Buy
149,319
+13,867
+10% +$1.53M 0.15% 27
2019
Q1 		$13.7M Sell
135,452
-5,015
-4% -$517K 0.13% 30
2018
Q4 		$13.7M Buy
+140,467
New +$15M 0.15% 29

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

Wealthfront Advisers's JPM Position: Q1 2026 in Review

Wealthfront Advisers increased its JPMorgan Chase (JPM) stake by 2.8% in Q1 2026, buying an estimated $3.02M and bringing the position to 369,745 shares worth $109M. The position accounts for 0.24% of the portfolio, ranked #46.

Wealthfront Advisers first reported a position in JPM in Q4 2018 and has held it in 30 quarters since. The position peaked at $116M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wealthfront Advisers held 369,745 shares of JPMorgan Chase worth $109M as of Q1 2026.
  • Wealthfront Advisers bought 9,967 JPMorgan Chase shares in Q1 2026, an estimated $3.02M.
  • JPMorgan Chase made up 0.24% of Wealthfront Advisers's portfolio in Q1 2026, its #46 holding.
  • Wealthfront Advisers first reported a position in JPMorgan Chase in Q4 2018 and has held it in 30 quarters since.
  • Wealthfront Advisers's JPMorgan Chase position peaked at $116M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.