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Wernau Asset Management’s JPMorgan Chase JPM Stock Holding History

Wernau Asset 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 		$2.83M Buy
9,615
+24
+0.3% +$7.28K 1.97% 11
2025
Q4 		$3.09M Buy
9,591
+18
+0.2% +$5.57K 1.67% 10
2025
Q3 		$3.02M Sell
9,573
-535
-5% -$159K 2.05% 10
2025
Q2 		$2.93M Sell
10,108
-1,450
-13% -$370K 2.04% 10
2025
Q1 		$2.84M Sell
11,558
-37
-0.3% -$9.43K 2.21% 12
2024
Q4 		$2.78M Buy
+11,595
New +$2.7M 2.07% 11

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

Wernau Asset Management's JPM Position: Q1 2026 in Review

Wernau Asset Management increased its JPMorgan Chase (JPM) stake by 0.25% in Q1 2026, buying an estimated $7.28K and bringing the position to 9,615 shares worth $2.83M. The position accounts for 1.97% of the portfolio, ranked #11.

Wernau Asset Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.09M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wernau Asset Management held 9,615 shares of JPMorgan Chase worth $2.83M as of Q1 2026.
  • Wernau Asset Management bought 24 JPMorgan Chase shares in Q1 2026, an estimated $7.28K.
  • JPMorgan Chase made up 1.97% of Wernau Asset Management's portfolio in Q1 2026, its #11 holding.
  • Wernau Asset Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Wernau Asset Management's JPMorgan Chase position peaked at $3.09M in Q4 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wernau Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.