Welch Capital Partners’s JPMorgan Chase JPM Stock Holding History

Welch Capital Partners’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	–	Sell	-642	Closed	-$207K	–	27
2025 Q4	$207K	Hold	642	–	–	0.04%	26
2025 Q3	$203K	Buy	+642	New	+$191K	0.04%	25
2019 Q1	–	Sell	-17,926	Closed	-$1.75M	–	32
2018 Q4	$1.75M	Hold	17,926	–	–	0.67%	21
2018 Q3	$2.02M	Buy	17,926 +696	+4%	+$79K	0.66%	23
2018 Q2	$1.79M	Hold	17,230	–	–	0.62%	27
2018 Q1	$1.9M	Hold	17,230	–	–	0.65%	29
2017 Q4	$1.84M	Hold	17,230	–	–	0.66%	36
2017 Q3	$1.65M	Buy	+17,230	New	+$1.59M	0.55%	39
2016 Q4	–	Sell	-43,960	Closed	-$2.93M	–	43
2016 Q3	$2.93M	Hold	43,960	–	–	0.95%	37
2016 Q2	$2.73M	Sell	43,960 -590	-1%	-$36.9K	0.98%	34
2016 Q1	$2.64M	Sell	44,550 -360	-0.8%	-$21K	0.97%	28
2015 Q4	$2.96M	Buy	+44,910	New	+$2.92M	1%	27

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

Welch Capital Partners's JPM Position: Q1 2026 in Review

Welch Capital Partners sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 642 shares — an estimated $207K sold.

Welch Capital Partners first reported a position in JPM in Q4 2015 and held it in 12 quarters. The position peaked at $2.96M in Q4 2015. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Welch Capital Partners reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
Welch Capital Partners sold 642 JPMorgan Chase shares in Q1 2026, an estimated $207K.
Welch Capital Partners first reported a position in JPMorgan Chase in Q4 2015 and held it in 12 quarters.
Welch Capital Partners's JPMorgan Chase position peaked at $2.96M in Q4 2015.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Welch Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.