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WealthShield Partners’s JPMorgan Chase JPM Stock Holding History

WealthShield 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 		$9.23M Buy
31,378
+214
+0.7% +$64.9K 1.03% 20
2025
Q4 		$10M Sell
31,164
-242
-0.8% -$74.9K 1.11% 22
2025
Q3 		$9.91M Sell
31,406
-79
-0.3% -$23.5K 1.12% 21
2025
Q2 		$9.13M Sell
31,485
-537
-2% -$137K 1.1% 21
2025
Q1 		$7.86M Buy
32,022
+2,765
+9% +$705K 1.01% 24
2024
Q4 		$7.01M Sell
29,257
-2,867
-9% -$668K 0.99% 27
2024
Q3 		$6.77M Buy
32,124
+1,909
+6% +$402K 0.92% 28
2024
Q2 		$6.11M Buy
30,215
+833
+3% +$163K 0.93% 27
2024
Q1 		$5.89M Sell
29,382
-4,412
-13% -$796K 0.95% 26
2023
Q4 		$5.75M Buy
33,794
+379
+1% +$57.4K 0.95% 22
2023
Q3 		$4.85M Buy
33,415
+2,837
+9% +$425K 0.73% 33
2023
Q2 		$4.45M Buy
30,578
+1,260
+4% +$173K 0.67% 35
2023
Q1 		$3.82M Sell
29,318
-1,228
-4% -$168K 0.62% 35
2022
Q4 		$4.1M Buy
30,546
+2,417
+9% +$306K 0.78% 28
2022
Q3 		$2.94M Buy
28,129
+3,132
+13% +$359K 0.58% 41
2022
Q2 		$2.81M Buy
24,997
+512
+2% +$63.4K 0.56% 46
2022
Q1 		$3.34M Buy
24,485
+3,988
+19% +$589K 0.53% 46
2021
Q4 		$3.25M Buy
20,497
+6,848
+50% +$1.12M 0.54% 50
2021
Q3 		$2.23M Buy
13,649
+938
+7% +$147K 0.6% 45
2021
Q2 		$1.98M Buy
12,711
+2,066
+19% +$324K 0.31% 61
2021
Q1 		$1.62M Sell
10,645
-8,609
-45% -$1.24M 0.29% 78
2020
Q4 		$2.45M Buy
19,254
+1,167
+6% +$130K 0.45% 57
2020
Q3 		$1.74M Buy
18,087
+4,030
+29% +$396K 0.61% 45
2020
Q2 		$1.32M Buy
14,057
+10,648
+312% +$1.01M 0.61% 41
2020
Q1 		$307K Buy
3,409
+1,476
+76% +$179K 0.19% 116
2019
Q4 		$269K Buy
+1,933
New +$248K 0.13% 149
2018
Q3 		– Sell
-73,313
Closed -$261K – 269
2018
Q2 		$261K Buy
+73,313
New +$8.04M 0.16% 98

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

WealthShield Partners's JPM Position: Q1 2026 in Review

WealthShield Partners increased its JPMorgan Chase (JPM) stake by 0.69% in Q1 2026, buying an estimated $64.9K and bringing the position to 31,378 shares worth $9.23M. The position accounts for 1.03% of the portfolio, ranked #20.

WealthShield Partners first reported a position in JPM in Q2 2018 and has held it in 27 quarters since. The position peaked at $10M in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • WealthShield Partners held 31,378 shares of JPMorgan Chase worth $9.23M as of Q1 2026.
  • WealthShield Partners bought 214 JPMorgan Chase shares in Q1 2026, an estimated $64.9K.
  • JPMorgan Chase made up 1.03% of WealthShield Partners's portfolio in Q1 2026, its #20 holding.
  • WealthShield Partners first reported a position in JPMorgan Chase in Q2 2018 and has held it in 27 quarters since.
  • WealthShield Partners's JPMorgan Chase position peaked at $10M in Q4 2025.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.