WealthTrak Capital Management’s JPMorgan Chase JPM Stock Holding History

WealthTrak Capital Management’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	$282K	Buy	957 +10	+1%	+$3.04K	0.2%	72
2025 Q4	$305K	Buy	947 +54	+6%	+$16.7K	0.22%	62
2025 Q3	$282K	Buy	893 +227	+34%	+$67.5K	0.23%	70
2025 Q2	$193K	Buy	666 +72	+12%	+$18.4K	0.16%	72
2025 Q1	$146K	Buy	594 +27	+5%	+$6.88K	0.13%	74
2024 Q4	$136K	Buy	+567	New	+$132K	0.11%	77

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

WealthTrak Capital Management's JPM Position: Q1 2026 in Review

WealthTrak Capital Management increased its JPMorgan Chase (JPM) stake by 1.1% in Q1 2026, buying an estimated $3.04K and bringing the position to 957 shares worth $282K. The position accounts for 0.2% of the portfolio, ranked #72.

WealthTrak Capital Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $305K in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

WealthTrak Capital Management held 957 shares of JPMorgan Chase worth $282K as of Q1 2026.
WealthTrak Capital Management bought 10 JPMorgan Chase shares in Q1 2026, an estimated $3.04K.
JPMorgan Chase made up 0.2% of WealthTrak Capital Management's portfolio in Q1 2026, its #72 holding.
WealthTrak Capital Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
WealthTrak Capital Management's JPMorgan Chase position peaked at $305K in Q4 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on WealthTrak Capital Management's 13F filing for Q1 2026, filed 12 May 2026.