Wescott Financial Advisory Group’s JPMorgan Chase JPM Stock Holding History

Wescott Financial Advisory Group’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	$1.09M	Buy	3,704 +506	+16%	+$154K	0.1%	95
2025 Q4	$1.03M	Sell	3,198 -502	-14%	-$155K	0.09%	98
2025 Q3	$1.17M	Buy	3,700 +735	+25%	+$219K	0.1%	86
2025 Q2	$860K	Buy	2,965 +22	+0.7%	+$5.61K	0.08%	96
2025 Q1	$722K	Buy	2,943 +16	+0.5%	+$4.08K	0.07%	94
2024 Q4	$702K	Buy	2,927 +313	+12%	+$72.9K	0.07%	96
2024 Q3	$551K	Buy	2,614 +60	+2%	+$12.6K	0.06%	107
2024 Q2	$517K	Buy	2,554 +94	+4%	+$18.4K	0.06%	113
2024 Q1	$493K	Sell	2,460 -242	-9%	-$43.7K	0.06%	109
2023 Q4	$460K	Sell	2,702 -5	-0.2%	-$758	0.06%	108
2023 Q3	$393K	Sell	2,707 -36	-1%	-$5.4K	0.07%	111
2023 Q2	$399K	Sell	2,743 -516	-16%	-$71K	0.07%	110
2023 Q1	$425K	Buy	3,259 +1,409	+76%	+$193K	0.09%	104
2022 Q4	$248K	Buy	+1,850	New	+$234K	0.05%	131
2021 Q4	–	Sell	-2,079	Closed	-$340K	–	74
2021 Q3	$340K	Buy	+2,079	New	+$326K	0.19%	49

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

Wescott Financial Advisory Group's JPM Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its JPMorgan Chase (JPM) stake by 16% in Q1 2026, buying an estimated $154K and bringing the position to 3,704 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #95.

Wescott Financial Advisory Group first reported a position in JPM in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.17M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Wescott Financial Advisory Group held 3,704 shares of JPMorgan Chase worth $1.09M as of Q1 2026.
Wescott Financial Advisory Group bought 506 JPMorgan Chase shares in Q1 2026, an estimated $154K.
JPMorgan Chase made up 0.1% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #95 holding.
Wescott Financial Advisory Group first reported a position in JPMorgan Chase in Q3 2021 and has held it in 15 quarters since.
Wescott Financial Advisory Group's JPMorgan Chase position peaked at $1.17M in Q3 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.