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Weik Capital Management’s JPMorgan Chase JPM Stock Holding History

Weik 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 		$4.13M Sell
14,025
-297
-2% -$90.1K 1.64% 18
2025
Q4 		$4.61M Sell
14,322
-50
-0.3% -$15.5K 1.73% 15
2025
Q3 		$4.53M Sell
14,372
-100
-0.7% -$29.7K 1.69% 17
2025
Q2 		$4.2M Buy
14,472
+2
+0% +$510 1.66% 18
2025
Q1 		$3.55M Sell
14,470
-160
-1% -$40.8K 1.44% 20
2024
Q4 		$3.51M Sell
14,630
-252
-2% -$58.7K 1.43% 21
2024
Q3 		$3.14M Sell
14,882
-110
-0.7% -$23.2K 1.27% 24
2024
Q2 		$3.03M Sell
14,992
-50
-0.3% -$9.78K 1.3% 23
2024
Q1 		$3.01M Sell
15,042
-538
-3% -$97.1K 1.28% 21
2023
Q4 		$2.65M Sell
15,580
-370
-2% -$56.1K 1.23% 24
2023
Q3 		$2.31M Sell
15,950
-5
-0% -$750 1.14% 23
2023
Q2 		$2.32M Sell
15,955
-425
-3% -$58.5K 1.1% 23
2023
Q1 		$2.13M Sell
16,380
-85
-0.5% -$11.6K 0.98% 26
2022
Q4 		$2.21M Hold
16,465
– – 1.03% 26
2022
Q3 		$1.72M Sell
16,465
-390
-2% -$44.8K 0.86% 32
2022
Q2 		$1.9M Buy
16,855
+1,255
+8% +$155K 0.86% 32
2022
Q1 		$2.13M Buy
15,600
+655
+4% +$96.7K 0.84% 34
2021
Q4 		$2.37M Sell
14,945
-15
-0.1% -$2.46K 0.9% 33
2021
Q3 		$2.45M Sell
14,960
-1,650
-10% -$259K 1.01% 30
2021
Q2 		$2.58M Buy
16,610
+340
+2% +$53.4K 1.01% 31
2021
Q1 		$2.48M Sell
16,270
-50
-0.3% -$7.19K 1.05% 31
2020
Q4 		$2.07M Sell
16,320
-840
-5% -$93.9K 0.93% 32
2020
Q3 		$1.65M Buy
17,160
+55
+0.3% +$5.4K 0.81% 36
2020
Q2 		$1.61M Sell
17,105
-1,550
-8% -$147K 0.87% 35
2020
Q1 		$1.68M Buy
18,655
+510
+3% +$62K 0.96% 32
2019
Q4 		$2.53M Sell
18,145
-175
-1% -$22.4K 1.14% 29
2019
Q3 		$2.16M Sell
18,320
-115
-0.6% -$13K 1.03% 31
2019
Q2 		$2.06M Sell
18,435
-125
-0.7% -$13.8K 0.99% 32
2019
Q1 		$1.88M Buy
18,560
+551
+3% +$56.8K 0.92% 33
2018
Q4 		$1.76M Buy
18,009
+2,710
+18% +$289K 0.96% 33
2018
Q3 		$1.73M Buy
15,299
+200
+1% +$22.7K 0.83% 37
2018
Q2 		$1.57M Buy
15,099
+6,385
+73% +$700K 0.77% 39
2018
Q1 		$958K Sell
8,714
-25
-0.3% -$2.83K 0.46% 55
2017
Q4 		$935K Hold
8,739
– – 0.44% 58
2017
Q3 		$835K Buy
8,739
+1,400
+19% +$129K 0.4% 59
2017
Q2 		$671K Buy
7,339
+635
+9% +$54.8K 0.35% 65
2017
Q1 		$589K Sell
6,704
-200
-3% -$17.6K 0.31% 71
2016
Q4 		$596K Hold
6,904
– – 0.33% 68
2016
Q3 		$460K Sell
6,904
-140
-2% -$9.13K 0.26% 79
2016
Q2 		$438K Hold
7,044
– – 0.26% 75
2016
Q1 		$417K Buy
7,044
+300
+4% +$17.5K 0.25% 76
2015
Q4 		$445K Hold
6,744
– – 0.27% 71
2015
Q3 		$411K Sell
6,744
-1,275
-16% -$83.5K 0.25% 69
2015
Q2 		$543K Hold
8,019
– – 0.31% 63
2015
Q1 		$486K Hold
8,019
– – 0.28% 64
2014
Q4 		$502K Buy
8,019
+100
+1% +$6.02K 0.29% 62
2014
Q3 		$477K Buy
7,919
+400
+5% +$23.4K 0.29% 62
2014
Q2 		$433K Buy
7,519
+3,525
+88% +$198K 0.27% 70
2014
Q1 		$242K Sell
3,994
-1,906
-32% -$110K 0.15% 96
2013
Q4 		$345K Buy
5,900
+50
+0.9% +$2.74K 0.21% 84
2013
Q3 		$302K Hold
5,850
– – 0.2% 88
2013
Q2 		$309K Buy
+5,850
New +$297K 0.22% 78

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

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

Weik Capital Management reduced its JPMorgan Chase (JPM) stake by 2.1% in Q1 2026, selling an estimated $90.1K and leaving 14,025 shares worth $4.13M. The position accounts for 1.64% of the portfolio, ranked #18.

Weik Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.61M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Weik Capital Management held 14,025 shares of JPMorgan Chase worth $4.13M as of Q1 2026.
  • Weik Capital Management sold 297 JPMorgan Chase shares in Q1 2026, an estimated $90.1K.
  • JPMorgan Chase made up 1.64% of Weik Capital Management's portfolio in Q1 2026, its #18 holding.
  • Weik Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Weik Capital Management's JPMorgan Chase position peaked at $4.61M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

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