Whalen Wealth Management’s JPMorgan Chase JPM Stock Holding History

Whalen Wealth 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	$2.37M	Buy	8,049 +4,490	+126%	+$1.36M	1.27%	17
2025 Q4	$1.15M	Buy	+3,559	New	+$1.1M	0.62%	46
2025 Q1	–	Sell	-5,190	Closed	-$1.24M	–	154
2024 Q4	$1.24M	Buy	5,190 +1,325	+34%	+$309K	0.86%	21
2024 Q3	$815K	Sell	3,865 -156	-4%	-$32.9K	0.58%	39
2024 Q2	$813K	Sell	4,021 -14	-0.3%	-$2.74K	0.64%	30
2024 Q1	$808K	Buy	4,035 +173	+4%	+$31.2K	0.6%	30
2023 Q4	$657K	Buy	+3,862	New	+$585K	0.59%	43

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

Whalen Wealth Management's JPM Position: Q1 2026 in Review

Whalen Wealth Management increased its JPMorgan Chase (JPM) stake by 126% in Q1 2026, buying an estimated $1.36M and bringing the position to 8,049 shares worth $2.37M. The position accounts for 1.27% of the portfolio, ranked #17.

Whalen Wealth Management first reported a position in JPM in Q4 2023 and has held it in 7 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Whalen Wealth Management held 8,049 shares of JPMorgan Chase worth $2.37M as of Q1 2026.
Whalen Wealth Management bought 4,490 JPMorgan Chase shares in Q1 2026, an estimated $1.36M.
JPMorgan Chase made up 1.27% of Whalen Wealth Management's portfolio in Q1 2026, its #17 holding.
Whalen Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 7 quarters since.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.