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Wellington Shields Capital Management’s JPMorgan Chase JPM Stock Holding History

Wellington Shields 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 		$21.3M Buy
72,247
+265
+0.4% +$80.4K 3.19% 7
2025
Q4 		$23.2M Buy
71,982
+1,975
+3% +$611K 3.38% 7
2025
Q3 		$22.1M Buy
70,007
+1,674
+2% +$498K 3.35% 7
2025
Q2 		$19.8M Sell
68,333
-908
-1% -$232K 3.35% 6
2025
Q1 		$17M Buy
69,241
+2,278
+3% +$581K 3.08% 7
2024
Q4 		$16.1M Buy
66,963
+463
+0.7% +$108K 2.84% 8
2024
Q3 		$14M Sell
66,500
-8
-0% -$1.69K 2.44% 9
2024
Q2 		$13.5M Buy
66,508
+421
+0.6% +$82.3K 2.45% 9
2024
Q1 		$13.2M Sell
66,087
-2,167
-3% -$391K 2.5% 8
2023
Q4 		$11.6M Buy
68,254
+588
+0.9% +$89.1K 1.45% 9
2023
Q3 		$9.81M Sell
67,666
-817
-1% -$122K 1.29% 9
2023
Q2 		$9.96M Sell
68,483
-104,881
-60% -$14.4M 1.22% 10
2023
Q1 		$9.11M Sell
173,364
-6,294
-4% -$862K 1.1% 10
2022
Q4 		$9.81M Buy
179,658
+23,869
+15% +$3.02M 1.19% 7
2022
Q3 		$7.63M Sell
155,789
-7,655
-5% -$878K 1.81% 11
2022
Q2 		$8.35M Sell
163,444
-20,007
-11% -$2.48M 1.04% 11
2022
Q1 		$10.3M Buy
183,451
+112,002
+157% +$16.5M 1.12% 12
2021
Q4 		$11.3M Sell
71,449
-615
-0.9% -$101K 1.45% 13
2021
Q3 		$11.8M Sell
72,064
-1,559
-2% -$244K 1.61% 12
2021
Q2 		$11.5M Buy
73,623
+2,586
+4% +$406K 1.38% 12
2021
Q1 		$10.8M Sell
71,037
-2,315
-3% -$333K 1.03% 18
2020
Q4 		$9.32M Sell
73,352
-1,944
-3% -$217K 1.25% 12
2020
Q3 		$7.25M Sell
75,296
-3,011
-4% -$296K 1.15% 17
2020
Q2 		$7.37M Sell
78,307
-1,839
-2% -$174K 1.18% 12
2020
Q1 		$7.22M Buy
80,146
+4,698
+6% +$571K 1.36% 11
2019
Q4 		$10.5M Buy
75,448
+1,456
+2% +$187K 1.62% 8
2019
Q3 		$8.71M Sell
73,992
-1,498
-2% -$169K 1.42% 10
2019
Q2 		$8.44M Buy
75,490
+158
+0.2% +$17.4K 1.4% 10
2019
Q1 		$7.63M Sell
75,332
-1,168
-2% -$120K 1.3% 10
2018
Q4 		$7.47M Buy
76,500
+1,440
+2% +$153K 1.41% 7
2018
Q3 		$8.47M Sell
75,060
-98
-0.1% -$11.1K 1.37% 8
2018
Q2 		$7.83M Sell
75,158
-15,899
-17% -$1.74M 1.29% 5
2018
Q1 		$10M Buy
91,057
+3,617
+4% +$410K 1.51% 6
2017
Q4 		$9.35M Buy
87,440
+9,701
+12% +$982K 1.45% 7
2017
Q3 		$7.42M Buy
77,739
+3,117
+4% +$287K 1.22% 9
2017
Q2 		$6.82M Buy
74,622
+18,101
+32% +$1.56M 1.11% 9
2017
Q1 		$4.96M Buy
56,521
+1,523
+3% +$134K 0.8% 20
2016
Q4 		$4.75M Sell
54,998
-1,198
-2% -$91.4K 0.79% 19
2016
Q3 		$3.74M Buy
56,196
+902
+2% +$58.8K 0.65% 32
2016
Q2 		$3.44M Sell
55,294
-1,648
-3% -$103K 0.58% 37
2016
Q1 		$3.37M Sell
56,942
-2,858
-5% -$167K 0.59% 38
2015
Q4 		$3.95M Sell
59,800
-1,748
-3% -$114K 0.67% 28
2015
Q3 		$3.75M Buy
61,548
+2,851
+5% +$187K 0.65% 29
2015
Q2 		$3.98M Buy
58,697
+40,952
+231% +$2.67M 0.61% 36
2015
Q1 		$1.07M Sell
17,745
-338
-2% -$20K 0.16% 120
2014
Q4 		$1.13M Buy
18,083
+100
+0.6% +$6.02K 0.18% 115
2014
Q3 		$1.08M Buy
17,983
+243
+1% +$14.2K 0.18% 120
2014
Q2 		$1.02M Sell
17,740
-598
-3% -$33.6K 0.16% 131
2014
Q1 		$1.11M Sell
18,338
-1,898
-9% -$110K 0.19% 110
2013
Q4 		$1.18M Sell
20,236
-1,398
-6% -$76.6K 0.21% 93
2013
Q3 		$1.12M Sell
21,634
-9,698
-31% -$520K 0.21% 100
2013
Q2 		$1.65M Buy
+31,332
New +$1.59M 0.29% 62

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

Wellington Shields Capital Management's JPM Position: Q1 2026 in Review

Wellington Shields Capital Management increased its JPMorgan Chase (JPM) stake by 0.37% in Q1 2026, buying an estimated $80.4K and bringing the position to 72,247 shares worth $21.3M. The position accounts for 3.19% of the portfolio, ranked #7.

Wellington Shields Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.2M in Q4 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wellington Shields Capital Management held 72,247 shares of JPMorgan Chase worth $21.3M as of Q1 2026.
  • Wellington Shields Capital Management bought 265 JPMorgan Chase shares in Q1 2026, an estimated $80.4K.
  • JPMorgan Chase made up 3.19% of Wellington Shields Capital Management's portfolio in Q1 2026, its #7 holding.
  • Wellington Shields Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • Wellington Shields Capital Management's JPMorgan Chase position peaked at $23.2M in Q4 2025.
  • 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.