Wellington Shields & Co’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 | $14M | Buy |
47,581
+50
| +0.1% | +$15.2K | 3.57% | 3 |
|
|
2025
Q4 | $15.3M | Sell |
47,531
-1,777
| -4% | -$550K | 3.78% | 3 |
|
|
2025
Q3 | $15.6M | Sell |
49,308
-527
| -1% | -$157K | 4.06% | 3 |
|
|
2025
Q2 | $14.4M | Buy |
49,835
+1,611
| +3% | +$411K | 4.09% | 3 |
|
|
2025
Q1 | $11.8M | Hold |
48,224
| – | – | 3.7% | 3 |
|
|
2024
Q4 | $11.6M | Sell |
48,224
-127
| -0.3% | -$29.6K | 3.54% | 3 |
|
|
2024
Q3 | $10.2M | Buy |
48,351
+3
| +0% | +$632 | 3.1% | 4 |
|
|
2024
Q2 | $9.78M | Buy |
48,348
+16
| +0% | +$3.13K | 3.19% | 4 |
|
|
2024
Q1 | $9.68M | Buy |
48,332
+14
| +0% | +$2.53K | 3.24% | 4 |
|
|
2023
Q4 | $8.22M | Sell |
48,318
-382
| -0.8% | -$57.9K | 3.03% | 3 |
|
|
2023
Q3 | $7.06M | Sell |
48,700
-296
| -0.6% | -$44.4K | 1.77% | 5 |
|
|
2023
Q2 | $7.13M | Buy |
48,996
+917
| +2% | +$126K | 1.68% | 5 |
|
|
2023
Q1 | $6.27M | Buy |
48,079
+1,221
| +3% | +$167K | 1.4% | 5 |
|
|
2022
Q4 | $6.28M | Sell |
46,858
-982
| -2% | -$124K | 1.43% | 5 |
|
|
2022
Q3 | $5M | Buy |
47,840
+30
| +0.1% | +$3.44K | 2.18% | 5 |
|
|
2022
Q2 | $5.38M | Sell |
47,810
-1,773
| -4% | -$220K | 1.3% | 5 |
|
|
2022
Q1 | $6.76M | Buy |
49,583
+10,187
| +26% | +$1.5M | 2.22% | 5 |
|
|
2021
Q4 | $6.24M | Sell |
39,396
-41
| -0.1% | -$6.73K | 1.25% | 7 |
|
|
2021
Q3 | $6.46M | Buy |
39,437
+20
| +0.1% | +$3.14K | 2.25% | 5 |
|
|
2021
Q2 | $6.13M | Sell |
39,417
-980
| -2% | -$154K | 2.02% | 6 |
|
|
2021
Q1 | $6.15M | Sell |
40,397
-5,611
| -12% | -$807K | 2.2% | 5 |
|
|
2020
Q4 | $5.85M | Sell |
46,008
-520
| -1% | -$58.1K | 2.09% | 6 |
|
|
2020
Q3 | $4.48M | Buy |
46,528
+30
| +0.1% | +$2.95K | 1.88% | 7 |
|
|
2020
Q2 | $4.37M | Buy |
46,498
+130
| +0.3% | +$12.3K | 1.92% | 7 |
|
|
2020
Q1 | $4.17M | Sell |
46,368
-1,529
| -3% | -$186K | 2.3% | 6 |
|
|
2019
Q4 | $6.68M | Buy |
47,897
+37,822
| +375% | +$4.85M | 2.96% | 4 |
|
|
2019
Q3 | $1.19M | Sell |
10,075
-37,777
| -79% | -$4.27M | 1.83% | 13 |
|
|
2019
Q2 | $5.35M | Buy |
47,852
+21
| +0% | +$2.31K | 2.52% | 4 |
|
|
2019
Q1 | $4.84M | Sell |
47,831
-3,733
| -7% | -$385K | 2.47% | 4 |
|
|
2018
Q4 | $5.03M | Buy |
51,564
+23,540
| +84% | +$2.51M | 2.88% | 3 |
|
|
2018
Q3 | $3.16M | Sell |
28,024
-435
| -2% | -$49.4K | 1.71% | 14 |
|
|
2018
Q2 | $2.96M | Sell |
28,459
-435
| -2% | -$47.7K | 1.54% | 15 |
|
|
2018
Q1 | $3.18M | Buy |
28,894
+265
| +0.9% | +$30K | 1.71% | 14 |
|
|
2017
Q4 | $3.06M | Sell |
28,629
-739
| -3% | -$74.8K | 1.65% | 15 |
|
|
2017
Q3 | $2.81M | Buy |
29,368
+200
| +0.7% | +$18.4K | 0.93% | 16 |
|
|
2017
Q2 | $2.67M | Buy |
29,168
+1,000
| +4% | +$86.3K | 0.92% | 16 |
|
|
2017
Q1 | $2.47M | Buy |
28,168
+375
| +1% | +$33.1K | 0.74% | 19 |
|
|
2016
Q4 | $2.4M | Buy |
27,793
+56
| +0.2% | +$4.27K | 1.26% | 21 |
|
|
2016
Q3 | $1.85M | Buy |
27,737
+5
| +0% | +$326 | 0.94% | 23 |
|
|
2016
Q2 | $1.72M | Buy |
27,732
+4,280
| +18% | +$267K | 1.07% | 20 |
|
|
2016
Q1 | $1.39M | Buy |
23,452
+2,705
| +13% | +$158K | 0.93% | 22 |
|
|
2015
Q4 | $1.37M | Buy |
20,747
+5
| +0% | +$326 | 0.91% | 22 |
|
|
2015
Q3 | $1.26M | Hold |
20,742
| – | – | 0.96% | 23 |
|
|
2015
Q2 | $1.41M | Hold |
20,742
| – | – | 0.47% | 21 |
|
|
2015
Q1 | $1.26M | Hold |
20,742
| – | – | 0.74% | 24 |
|
|
2014
Q4 | $1.3M | Buy |
20,742
+725
| +4% | +$43.6K | 0.74% | 23 |
|
|
2014
Q3 | $1.21M | Hold |
20,017
| – | – | 0.76% | 22 |
|
|
2014
Q2 | $1.15M | Buy |
20,017
+700
| +4% | +$39.4K | 0.72% | 26 |
|
|
2014
Q1 | $1.17M | Sell |
19,317
-102
| -0.5% | -$5.89K | 0.74% | 23 |
|
|
2013
Q4 | $1.14M | Buy |
19,419
+300
| +2% | +$16.4K | 0.77% | 23 |
|
|
2013
Q3 | $988K | Buy |
19,119
+2,000
| +12% | +$107K | 0.78% | 26 |
|
|
2013
Q2 | $904 | Buy |
+17,119
| New | +$870K | 0.03% | 34 |
|
Other funds holding JPM
VCM
VPM
Wellington Shields & Co's JPM Position: Q1 2026 in Review
Wellington Shields & Co increased its JPMorgan Chase (JPM) stake by 0.11% in Q1 2026, buying an estimated $15.2K and bringing the position to 47,581 shares worth $14M. The position accounts for 3.57% of the portfolio, ranked #3.
Wellington Shields & Co first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.6M in Q3 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Wellington Shields & Co held 47,581 shares of JPMorgan Chase worth $14M as of Q1 2026.
- Wellington Shields & Co bought 50 JPMorgan Chase shares in Q1 2026, an estimated $15.2K.
- JPMorgan Chase made up 3.57% of Wellington Shields & Co's portfolio in Q1 2026, its #3 holding.
- Wellington Shields & Co first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Wellington Shields & Co's JPMorgan Chase position peaked at $15.6M in Q3 2025.
- 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.