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Wick Capital Partners’s JPMorgan Chase JPM Stock Holding History

Wick Capital Partners’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 		$321K Buy
1,092
+210
+24% +$63.7K 0.06% 140
2025
Q4 		$284K Sell
882
-701
-44% -$217K 0.05% 152
2025
Q3 		$499K Sell
1,583
-5,368
-77% -$1.6M 0.12% 74
2025
Q2 		$383K Buy
6,951
+5,667
+441% +$1.45M 0.1% 78
2025
Q1 		$315K Hold
1,284
– – 0.09% 78
2024
Q4 		$308K Sell
1,284
-121
-9% -$28.2K 0.09% 74
2024
Q3 		$296K Sell
1,405
-256
-15% -$53.9K 0.1% 64
2024
Q2 		$336K Buy
1,661
+100
+6% +$19.6K 0.12% 56
2024
Q1 		$313K Buy
1,561
+156
+11% +$28.1K 0.3% 35
2023
Q4 		$239K Buy
+1,405
New +$213K 0.1% 61
2023
Q1 		– Sell
-1,950
Closed -$261K – 68
2022
Q4 		$261K Buy
+1,950
New +$247K 0.15% 50
2022
Q2 		– Sell
-3,299
Closed -$450K – 60
2022
Q1 		$450K Sell
3,299
-377
-10% -$55.6K 0.3% 34
2021
Q4 		$582K Buy
+3,676
New +$604K 0.45% 31

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

Wick Capital Partners's JPM Position: Q1 2026 in Review

Wick Capital Partners increased its JPMorgan Chase (JPM) stake by 24% in Q1 2026, buying an estimated $63.7K and bringing the position to 1,092 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #140.

Wick Capital Partners first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. The position peaked at $582K in Q4 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wick Capital Partners held 1,092 shares of JPMorgan Chase worth $321K as of Q1 2026.
  • Wick Capital Partners bought 210 JPMorgan Chase shares in Q1 2026, an estimated $63.7K.
  • JPMorgan Chase made up 0.06% of Wick Capital Partners's portfolio in Q1 2026, its #140 holding.
  • Wick Capital Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
  • Wick Capital Partners's JPMorgan Chase position peaked at $582K in Q4 2021.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.