Wells Fargo’s JPMorgan Chase JPM Stock Holding History

Wells Fargo’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	$2.94M	Buy	+10,000	New	+$3.03M	﹤0.01%	2982
2025 Q3	–	Sell	-4,100	Closed	-$1.19M	–	7245
2025 Q2	$1.19M	Sell	4,100 -10,500	-72%	-$2.68M	﹤0.01%	3590
2025 Q1	$3.58M	Sell	14,600 -8,500	-37%	-$2.17M	﹤0.01%	2682
2024 Q4	$5.54M	Buy	23,100 +5,600	+32%	+$1.3M	﹤0.01%	2365
2024 Q3	$3.69M	Buy	+17,500	New	+$3.69M	﹤0.01%	2595
2024 Q1	–	Sell	-3,500	Closed	-$595K	–	7614
2023 Q4	$595K	Hold	3,500	–	–	﹤0.01%	3750
2023 Q3	$508K	Sell	3,500 -72,400	-95%	-$10.9M	﹤0.01%	3771
2023 Q2	$11M	Sell	75,900 -9,600	-11%	-$1.32M	﹤0.01%	1538
2023 Q1	$11.1M	Buy	85,500 +82,000	+2,343%	+$11.2M	﹤0.01%	1507
2022 Q4	$469K	Buy	+3,500	New	+$443K	﹤0.01%	3681
2022 Q3	–	Sell	-273,300	Closed	-$30.8M	–	7009
2022 Q2	$30.8M	Sell	273,300 -86,700	-24%	-$10.7M	0.01%	902
2022 Q1	$49.1M	Buy	360,000 +346,400	+2,547%	+$51.1M	0.01%	794
2021 Q4	$2.15M	Buy	+13,600	New	+$2.23M	﹤0.01%	3433
2021 Q1	–	Sell	-75,000	Closed	-$1.2M	–	7130
2020 Q4	$1.2M	Sell	75,000 -37,500	-33%	-$4.19M	﹤0.01%	3894
2020 Q3	$239K	Sell	112,500 -25,300	-18%	-$2.48M	﹤0.01%	4865
2020 Q2	$320K	Buy	+137,800	New	+$13.1M	﹤0.01%	4635
2020 Q1	–	Sell	-63,900	Closed	-$850K	–	6500
2019 Q4	$850K	Sell	63,900 -2,000	-3%	-$257K	﹤0.01%	3967
2019 Q3	$482K	Buy	65,900 +30,700	+87%	+$3.47M	﹤0.01%	4415
2019 Q2	$203K	Buy	+35,200	New	+$3.88M	﹤0.01%	4965
2019 Q1	–	Sell	-8,700	Closed	-$119K	–	6256
2018 Q4	$119K	Sell	8,700 -31,300	-78%	-$3.33M	﹤0.01%	5203
2018 Q3	$2K	Buy	+40,000	New	+$4.54M	﹤0.01%	6230
2018 Q2	–	Sell	-15,000	Closed	-$20K	–	6440
2018 Q1	$20K	Sell	15,000 -116,500	-89%	-$13.2M	﹤0.01%	5807
2017 Q4	$663K	Buy	131,500 +100,500	+324%	+$10.2M	﹤0.01%	4194
2017 Q3	$69K	Sell	31,000 -209,300	-87%	-$19.3M	﹤0.01%	5363
2017 Q2	$1.09M	Buy	240,300 +12,300	+5%	+$1.06M	﹤0.01%	3675
2017 Q1	$319K	Buy	228,000 +148,000	+185%	+$13.1M	﹤0.01%	4535
2016 Q4	$413K	Buy	+80,000	New	+$6.1M	﹤0.01%	4327
2015 Q2	–	Sell	-280,000	Closed	-$174K	–	6429
2015 Q1	$174K	Buy	+280,000	New	+$16.6M	﹤0.01%	4485
2014 Q4	–	Sell	-20,000	Closed	-$9K	–	6305
2014 Q3	$9K	Buy	+20,000	New	+$1.17M	﹤0.01%	5630
2014 Q1	–	Sell	-50,000	Closed	-$34K	–	5970
2013 Q4	$34K	Buy	+50,000	New	+$2.74M	﹤0.01%	4853

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

Wells Fargo's JPM Position: Q1 2026 in Review

Wells Fargo reduced its JPMorgan Chase (JPM) stake by 0.37% in Q1 2026, selling an estimated $25.9M and leaving 23,000,631 shares worth $6.77B. The position accounts for 1.28% of the portfolio, ranked #11.

Wells Fargo first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.44B in Q4 2025. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Wells Fargo held 23,000,631 shares of JPMorgan Chase worth $6.77B as of Q1 2026.
Wells Fargo sold 85,269 JPMorgan Chase shares in Q1 2026, an estimated $25.9M.
JPMorgan Chase made up 1.28% of Wells Fargo's portfolio in Q1 2026, its #11 holding.
Wells Fargo first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's JPMorgan Chase position peaked at $7.44B in Q4 2025.
5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.