Wedgewood Investors’s JPMorgan Chase JPM Stock Holding History

Wedgewood Investors’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	$597K	Sell	2,029 -20	-1%	-$6.07K	0.68%	44
2025 Q4	$660K	Sell	2,049 -153	-7%	-$47.4K	0.75%	39
2025 Q3	$695K	Sell	2,202 -25	-1%	-$7.43K	0.76%	37
2025 Q2	$646K	Sell	2,227 -82	-4%	-$20.9K	0.74%	38
2025 Q1	$566K	Sell	2,309 -79	-3%	-$20.1K	0.67%	42
2024 Q4	$572K	Sell	2,388 -72	-3%	-$16.8K	0.67%	43
2024 Q3	$519K	Sell	2,460 -83	-3%	-$17.5K	0.57%	47
2024 Q2	$514K	Buy	+2,543	New	+$497K	0.61%	47
2023 Q4	$424K	Hold	2,491	–	–	0.53%	56
2023 Q3	$361K	Sell	2,491 -150	-6%	-$22.5K	0.49%	60
2023 Q2	$384K	Hold	2,641	–	–	0.49%	61
2023 Q1	$344K	Sell	2,641 -100	-4%	-$13.7K	0.45%	66
2022 Q4	$368K	Hold	2,741	–	–	0.48%	61
2022 Q3	$286K	Hold	2,741	–	–	0.44%	63
2022 Q2	$309K	Hold	2,741	–	–	0.44%	64
2022 Q1	$374K	Hold	2,741	–	–	0.45%	66
2021 Q4	$434K	Hold	2,741	–	–	0.51%	63
2021 Q3	$449K	Buy	2,741 +15	+0.6%	+$2.35K	0.58%	54
2021 Q2	$424K	Hold	2,726	–	–	0.53%	57
2021 Q1	$415K	Buy	2,726 +110	+4%	+$15.8K	0.52%	60
2020 Q4	$332K	Buy	2,616 +275	+12%	+$30.7K	0.43%	66
2020 Q3	$225K	Buy	2,341 +75	+3%	+$7.37K	0.34%	76
2020 Q2	$213K	Hold	2,266	–	–	0.34%	74
2020 Q1	$204K	Hold	2,266	–	–	0.39%	72
2019 Q4	$316K	Hold	2,266	–	–	0.45%	66
2019 Q3	$267K	Sell	2,266 -900	-28%	-$102K	0.4%	70
2019 Q2	$354K	Hold	3,166	–	–	0.51%	58
2019 Q1	$320K	Buy	3,166 +22	+0.7%	+$2.27K	0.5%	61
2018 Q4	$307K	Sell	3,144 -50	-2%	-$5.33K	0.56%	56
2018 Q3	$360K	Hold	3,194	–	–	0.57%	57
2018 Q2	$333K	Sell	3,194 -10	-0.3%	-$1.1K	0.57%	58
2018 Q1	$352K	Sell	3,204 -57	-2%	-$6.45K	0.3%	74
2017 Q4	$349K	Sell	3,261 -33	-1%	-$3.34K	0.28%	78
2017 Q3	$315K	Hold	3,294	–	–	0.27%	87
2017 Q2	$301K	Hold	3,294	–	–	0.26%	88
2017 Q1	$289K	Buy	3,294 +150	+5%	+$13.2K	0.25%	89
2016 Q4	$271K	Sell	3,144 -300	-9%	-$22.9K	0.25%	91
2016 Q3	$229K	Sell	3,444 -40	-1%	-$2.61K	0.21%	99
2016 Q2	$216K	Hold	3,484	–	–	0.21%	105
2016 Q1	$206K	Hold	3,484	–	–	0.21%	103
2015 Q4	$230K	Buy	3,484 +200	+6%	+$13K	0.23%	95
2015 Q3	$200K	Hold	3,284	–	–	0.2%	106
2015 Q2	$223K	Buy	+3,284	New	+$214K	0.21%	105

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

Wedgewood Investors's JPM Position: Q1 2026 in Review

Wedgewood Investors reduced its JPMorgan Chase (JPM) stake by 0.98% in Q1 2026, selling an estimated $6.07K and leaving 2,029 shares worth $597K. The position accounts for 0.68% of the portfolio, ranked #44.

Wedgewood Investors first reported a position in JPM in Q2 2015 and has held it in 43 quarters since. The position peaked at $695K in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Wedgewood Investors held 2,029 shares of JPMorgan Chase worth $597K as of Q1 2026.
Wedgewood Investors sold 20 JPMorgan Chase shares in Q1 2026, an estimated $6.07K.
JPMorgan Chase made up 0.68% of Wedgewood Investors's portfolio in Q1 2026, its #44 holding.
Wedgewood Investors first reported a position in JPMorgan Chase in Q2 2015 and has held it in 43 quarters since.
Wedgewood Investors's JPMorgan Chase position peaked at $695K in Q3 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.