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Wealthspire Advisors (New York)’s JPMorgan Chase JPM Stock Holding History

Wealthspire Advisors (New York)’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 		$18.7M Sell
63,509
-32,408
-34% -$9.84M 0.15% 78
2025
Q4 		$30.9M Buy
95,917
+21,636
+29% +$6.7M 0.25% 63
2025
Q3 		$23.4M Sell
74,281
-5,098
-6% -$1.52M 0.12% 77
2025
Q2 		$23M Buy
79,379
+2,051
+3% +$523K 0.13% 74
2025
Q1 		$19M Sell
77,328
-1,180
-2% -$301K 0.11% 81
2024
Q4 		$18.8M Buy
78,508
+1,587
+2% +$370K 0.19% 64
2024
Q3 		$16.2M Buy
76,921
+3,060
+4% +$645K 0.17% 70
2024
Q2 		$14.9M Buy
73,861
+22,350
+43% +$4.37M 0.19% 57
2024
Q1 		$10.3M Sell
51,511
-3,024
-6% -$546K 0.14% 70
2023
Q4 		$9.28M Buy
54,535
+5,241
+11% +$794K 0.13% 76
2023
Q3 		$7.15M Buy
49,294
+13,049
+36% +$1.96M 0.12% 86
2023
Q2 		$5.27M Buy
36,245
+2,996
+9% +$412K 0.09% 95
2023
Q1 		$4.33M Sell
33,249
-7,402
-18% -$1.01M 0.07% 102
2022
Q4 		$5.45M Buy
40,651
+6,510
+19% +$825K 0.1% 93
2022
Q3 		$3.57M Buy
34,141
+213
+0.6% +$24.4K 0.07% 108
2022
Q2 		$3.82M Buy
33,928
+7,276
+27% +$901K 0.08% 103
2022
Q1 		$3.63M Sell
26,652
-8,050
-23% -$1.19M 0.08% 93
2021
Q4 		$5.5M Sell
34,702
-6,194
-15% -$1.02M 0.12% 78
2021
Q3 		$6.69M Buy
40,896
+15,110
+59% +$2.37M 0.14% 76
2021
Q2 		$4.01M Sell
25,786
-32,593
-56% -$5.12M 0.11% 74
2021
Q1 		$8.89M Buy
58,379
+7,611
+15% +$1.09M 0.21% 60
2020
Q4 		$6.45M Buy
50,768
+23,150
+84% +$2.59M 0.19% 62
2020
Q3 		$2.66M Buy
27,618
+4,661
+20% +$458K 0.16% 67
2020
Q2 		$2.16M Sell
22,957
-39,792
-63% -$3.78M 0.15% 63
2020
Q1 		$5.65M Buy
62,749
+50,143
+398% +$6.09M 0.24% 62
2019
Q4 		$1.76M Buy
12,606
+3,992
+46% +$512K 0.13% 46
2019
Q3 		$1.01M Buy
8,614
+5,073
+143% +$574K 0.08% 48
2019
Q2 		$396K Buy
+3,541
New +$390K 0.03% 55
2019
Q1 		– Sell
-4,369
Closed -$427K – 437
2018
Q4 		$427K Buy
+4,369
New +$465K 0.04% 39

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

Wealthspire Advisors (New York)'s JPM Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its JPMorgan Chase (JPM) stake by 34% in Q1 2026, selling an estimated $9.84M and leaving 63,509 shares worth $18.7M. The position accounts for 0.15% of the portfolio, ranked #78.

Wealthspire Advisors (New York) first reported a position in JPM in Q4 2018 and has held it in 29 quarters since. The position peaked at $30.9M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wealthspire Advisors (New York) held 63,509 shares of JPMorgan Chase worth $18.7M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 32,408 JPMorgan Chase shares in Q1 2026, an estimated $9.84M.
  • JPMorgan Chase made up 0.15% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #78 holding.
  • Wealthspire Advisors (New York) first reported a position in JPMorgan Chase in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s JPMorgan Chase position peaked at $30.9M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.