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WealthTrust Axiom’s JPMorgan Chase JPM Stock Holding History

WealthTrust Axiom’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 		$1.66M Sell
5,643
-80
-1% -$24.3K 0.41% 55
2025
Q4 		$1.84M Buy
5,723
+42
+0.7% +$13K 0.47% 48
2025
Q3 		$1.79M Buy
5,681
+1
+0% +$297 0.48% 50
2025
Q2 		$1.65M Hold
5,680
– – 0.48% 47
2025
Q1 		$1.39M Sell
5,680
-62
-1% -$15.8K 0.42% 51
2024
Q4 		$1.38M Sell
5,742
-34
-0.6% -$7.92K 0.41% 55
2024
Q3 		$1.22M Buy
5,776
+1
+0% +$211 0.36% 63
2024
Q2 		$1.17M Buy
5,775
+263
+5% +$51.4K 0.39% 60
2024
Q1 		$1.1M Sell
5,512
-104
-2% -$18.8K 0.36% 68
2023
Q4 		$955K Buy
5,616
+418
+8% +$63.3K 0.32% 70
2023
Q3 		$754K Sell
5,198
-630
-11% -$94.4K 0.27% 78
2023
Q2 		$848K Sell
5,828
-19
-0.3% -$2.61K 0.28% 77
2023
Q1 		$762K Buy
5,847
+169
+3% +$23.2K 0.26% 86
2022
Q4 		$761K Sell
5,678
-39
-0.7% -$4.94K 0.27% 84
2022
Q3 		$597K Sell
5,717
-9
-0.2% -$1.03K 0.23% 95
2022
Q2 		$644K Buy
5,726
+2
+0% +$248 0.23% 94
2022
Q1 		$780K Sell
5,724
-60
-1% -$8.86K 0.24% 88
2021
Q4 		$915K Sell
5,784
-38
-0.7% -$6.24K 0.29% 81
2021
Q3 		$953K Buy
5,822
+53
+0.9% +$8.31K 0.32% 76
2021
Q2 		$897K Sell
5,769
-609
-10% -$95.6K 0.29% 77
2021
Q1 		$970K Buy
6,378
+480
+8% +$69.1K 0.33% 71
2020
Q4 		$749K Sell
5,898
-559
-9% -$62.5K 0.27% 79
2020
Q3 		$621K Sell
6,457
-1,246
-16% -$122K 0.27% 83
2020
Q2 		$724K Buy
7,703
+501
+7% +$47.5K 0.32% 73
2020
Q1 		$648K Buy
7,202
+2,200
+44% +$267K 0.32% 73
2019
Q4 		$697K Sell
5,002
-250
-5% -$32.1K 0.23% 93
2019
Q3 		$618K Sell
5,252
-100
-2% -$11.3K 0.22% 98
2019
Q2 		$598K Hold
5,352
– – 0.21% 101
2019
Q1 		$541K Hold
5,352
– – 0.19% 108
2018
Q4 		$522K Hold
5,352
– – 0.21% 104
2018
Q3 		$603K Buy
5,352
+100
+2% +$11.4K 0.2% 106
2018
Q2 		$547K Buy
5,252
+650
+14% +$71.3K 0.19% 109
2018
Q1 		$506K Buy
4,602
+736
+19% +$83.3K 0.18% 114
2017
Q4 		$413K Sell
3,866
-936
-19% -$94.8K 0.15% 121
2017
Q3 		$458K Buy
4,802
+1,569
+49% +$145K 0.17% 113
2017
Q2 		$295K Hold
3,233
– – 0.11% 161
2017
Q1 		$283K Sell
3,233
-33,500
-91% -$2.96M 0.1% 167
2016
Q4 		$3.17M Buy
36,733
+575
+2% +$43.8K 1.15% 27
2016
Q3 		$2.41M Buy
36,158
+32,259
+827% +$2.1M 0.9% 32
2016
Q2 		$242K Hold
3,899
– – 0.09% 170
2016
Q1 		$230K Buy
3,899
+300
+8% +$17.5K 0.09% 170
2015
Q4 		$237K Hold
3,599
– – 0.09% 169
2015
Q3 		$219K Hold
3,599
– – 0.09% 171
2015
Q2 		$243K Hold
3,599
– – 0.09% 176
2015
Q1 		$218K Hold
3,599
– – 0.08% 187
2014
Q4 		$225K Sell
3,599
-50
-1% -$3.01K 0.08% 182
2014
Q3 		$219K Hold
3,649
– – 0.08% 182
2014
Q2 		$210K Hold
3,649
– – 0.07% 190
2014
Q1 		$221K Hold
3,649
– – 0.08% 165
2013
Q4 		$213K Buy
+3,649
New +$200K 0.08% 158

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

WealthTrust Axiom's JPM Position: Q1 2026 in Review

WealthTrust Axiom reduced its JPMorgan Chase (JPM) stake by 1.4% in Q1 2026, selling an estimated $24.3K and leaving 5,643 shares worth $1.66M. The position accounts for 0.41% of the portfolio, ranked #55.

WealthTrust Axiom first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.17M in Q4 2016. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • WealthTrust Axiom held 5,643 shares of JPMorgan Chase worth $1.66M as of Q1 2026.
  • WealthTrust Axiom sold 80 JPMorgan Chase shares in Q1 2026, an estimated $24.3K.
  • JPMorgan Chase made up 0.41% of WealthTrust Axiom's portfolio in Q1 2026, its #55 holding.
  • WealthTrust Axiom first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
  • WealthTrust Axiom's JPMorgan Chase position peaked at $3.17M in Q4 2016.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.