Wedbush Securities’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.2M | Buy |
92,574
+3,165
| +4% | +$961K | 0.79% | 14 |
|
|
2025
Q4 | $28.8M | Buy |
89,409
+4,523
| +5% | +$1.4M | 0.84% | 15 |
|
|
2025
Q3 | $26.8M | Sell |
84,886
-1,143
| -1% | -$340K | 0.87% | 15 |
|
|
2025
Q2 | $24.9M | Sell |
86,029
-2,978
| -3% | -$760K | 0.87% | 14 |
|
|
2025
Q1 | $21.8M | Buy |
89,007
+4,244
| +5% | +$1.08M | 0.8% | 14 |
|
|
2024
Q4 | $20.3M | Sell |
84,763
-1,711
| -2% | -$399K | 0.72% | 15 |
|
|
2024
Q3 | $18.2M | Sell |
86,474
-14,278
| -14% | -$3.01M | 0.68% | 17 |
|
|
2024
Q2 | $20.4M | Sell |
100,752
-1,073
| -1% | -$210K | 0.73% | 16 |
|
|
2024
Q1 | $20.4M | Buy |
101,825
+5,719
| +6% | +$1.03M | 0.76% | 14 |
|
|
2023
Q4 | $16.3M | Sell |
96,106
-1,839
| -2% | -$279K | 0.72% | 16 |
|
|
2023
Q3 | $14.2M | Sell |
97,945
-4,204
| -4% | -$630K | 0.71% | 18 |
|
|
2023
Q2 | $14.9M | Sell |
102,149
-9,878
| -9% | -$1.36M | 0.71% | 16 |
|
|
2023
Q1 | $14.6M | Sell |
112,027
-4,832
| -4% | -$662K | 0.73% | 16 |
|
|
2022
Q4 | $15.7M | Sell |
116,859
-1,251
| -1% | -$159K | 0.86% | 15 |
|
|
2022
Q3 | $12.3M | Buy |
118,110
+15,805
| +15% | +$1.81M | 0.69% | 19 |
|
|
2022
Q2 | $11.5M | Buy |
102,305
+1,350
| +1% | +$167K | 0.63% | 21 |
|
|
2022
Q1 | $13.8M | Buy |
100,955
+8,189
| +9% | +$1.21M | 0.63% | 20 |
|
|
2021
Q4 | $14.7M | Sell |
92,766
-1,047
| -1% | -$172K | 0.63% | 17 |
|
|
2021
Q3 | $15.4M | Buy |
93,813
+898
| +1% | +$141K | 0.73% | 17 |
|
|
2021
Q2 | $14.5M | Buy |
92,915
+16,855
| +22% | +$2.65M | 0.68% | 16 |
|
|
2021
Q1 | $11.6M | Buy |
76,060
+16,105
| +27% | +$2.32M | 0.64% | 20 |
|
|
2020
Q4 | $7.62M | Buy |
59,955
+2,779
| +5% | +$311K | 0.67% | 20 |
|
|
2020
Q3 | $5.5M | Sell |
57,176
-1,294
| -2% | -$127K | 0.53% | 33 |
|
|
2020
Q2 | $5.5M | Buy |
58,470
+1,494
| +3% | +$142K | 0.52% | 37 |
|
|
2020
Q1 | $5.13M | Buy |
56,976
+5,378
| +10% | +$653K | 0.61% | 28 |
|
|
2019
Q4 | $7.19M | Buy |
51,598
+976
| +2% | +$125K | 0.64% | 22 |
|
|
2019
Q3 | $5.96M | Buy |
50,622
+2,828
| +6% | +$320K | 0.58% | 25 |
|
|
2019
Q2 | $5.34M | Buy |
47,794
+2,233
| +5% | +$246K | 0.54% | 32 |
|
|
2019
Q1 | $4.61M | Buy |
45,561
+1,998
| +5% | +$206K | 0.5% | 35 |
|
|
2018
Q4 | $4.25M | Buy |
43,563
+5,236
| +14% | +$558K | 0.54% | 30 |
|
|
2018
Q3 | $4.33M | Buy |
38,327
+742
| +2% | +$84.2K | 0.49% | 34 |
|
|
2018
Q2 | $3.92M | Buy |
37,585
+3,596
| +11% | +$394K | 0.49% | 32 |
|
|
2018
Q1 | $3.74M | Sell |
33,989
-1,388
| -4% | -$157K | 0.49% | 33 |
|
|
2017
Q4 | $3.78M | Buy |
35,377
+64
| +0.2% | +$6.48K | 0.46% | 37 |
|
|
2017
Q3 | $3.37M | Sell |
35,313
-2,838
| -7% | -$262K | 0.44% | 41 |
|
|
2017
Q2 | $3.49M | Buy |
38,151
+3,072
| +9% | +$265K | 0.45% | 40 |
|
|
2017
Q1 | $3.08M | Buy |
35,079
+952
| +3% | +$84K | 0.42% | 42 |
|
|
2016
Q4 | $2.94M | Sell |
34,127
-6,614
| -16% | -$504K | 0.43% | 41 |
|
|
2016
Q3 | $2.71M | Buy |
40,741
+8,230
| +25% | +$537K | 0.4% | 51 |
|
|
2016
Q2 | $2.02M | Buy |
32,511
+1,430
| +5% | +$89.3K | 0.33% | 61 |
|
|
2016
Q1 | $1.84M | Buy |
31,081
+3,244
| +12% | +$189K | 0.32% | 65 |
|
|
2015
Q4 | $1.84M | Buy |
27,837
+3,601
| +15% | +$234K | 0.33% | 65 |
|
|
2015
Q3 | $1.48M | Buy |
24,236
+1,541
| +7% | +$101K | 0.3% | 68 |
|
|
2015
Q2 | $1.54M | Sell |
22,695
-3,357
| -13% | -$219K | 0.28% | 73 |
|
|
2015
Q1 | $1.58M | Buy |
26,052
+212
| +0.8% | +$12.6K | 0.27% | 81 |
|
|
2014
Q4 | $1.62M | Sell |
25,840
-7,767
| -23% | -$467K | 0.25% | 81 |
|
|
2014
Q3 | $2.02M | Sell |
33,607
-2,326
| -6% | -$136K | 0.32% | 61 |
|
|
2014
Q2 | $2.07M | Buy |
35,933
+1,486
| +4% | +$83.5K | 0.33% | 63 |
|
|
2014
Q1 | $2.09M | Buy |
34,447
+286
| +0.8% | +$16.5K | 0.37% | 57 |
|
|
2013
Q4 | $2M | Buy |
34,161
+467
| +1% | +$25.6K | 0.47% | 52 |
|
|
2013
Q3 | $1.74M | Buy |
33,694
+2,897
| +9% | +$155K | 0.46% | 56 |
|
|
2013
Q2 | $1.63M | Buy |
+30,797
| New | +$1.57M | 0.45% | 59 |
|
Other funds holding JPM
VCM
VPM
Wedbush Securities's JPM Position: Q1 2026 in Review
Wedbush Securities increased its JPMorgan Chase (JPM) stake by 3.5% in Q1 2026, buying an estimated $961K and bringing the position to 92,574 shares worth $27.2M. The position accounts for 0.79% of the portfolio, ranked #14.
Wedbush Securities first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.8M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Wedbush Securities held 92,574 shares of JPMorgan Chase worth $27.2M as of Q1 2026.
- Wedbush Securities bought 3,165 JPMorgan Chase shares in Q1 2026, an estimated $961K.
- JPMorgan Chase made up 0.79% of Wedbush Securities's portfolio in Q1 2026, its #14 holding.
- Wedbush Securities first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Wedbush Securities's JPMorgan Chase position peaked at $28.8M in Q4 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.