Widmann Financial Services’s JPMorgan Chase JPM Stock Holding History

Widmann Financial Services’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	$592K	Hold	2,012	–	–	0.35%	66
2025 Q4	$648K	Hold	2,012	–	–	0.4%	64
2025 Q3	$634K	Buy	2,012 +113	+6%	+$33.6K	0.4%	64
2025 Q2	$550K	Buy	1,899 +179	+10%	+$45.7K	0.38%	63
2025 Q1	$422K	Hold	1,720	–	–	0.33%	66
2024 Q4	$412K	Sell	1,720 -13	-0.8%	-$3.03K	0.32%	65
2024 Q3	$365K	Sell	1,733 -42	-2%	-$8.85K	0.28%	69
2024 Q2	$359K	Hold	1,775	–	–	0.29%	63
2024 Q1	$355K	Hold	1,775	–	–	0.3%	67
2023 Q4	$302K	Buy	+1,775	New	+$269K	0.27%	70
2022 Q1	–	Sell	-919	Closed	-$145K	–	269
2021 Q4	$145K	Buy	+919	New	+$151K	0.12%	101

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

Widmann Financial Services's JPM Position: Q1 2026 in Review

Widmann Financial Services held its JPMorgan Chase (JPM) position steady in Q1 2026 at 2,012 shares worth $592K. The position accounts for 0.35% of the portfolio, ranked #66.

Widmann Financial Services first reported a position in JPM in Q4 2021 and has held it in 11 quarters since. The position peaked at $648K in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Widmann Financial Services held 2,012 shares of JPMorgan Chase worth $592K as of Q1 2026.
Widmann Financial Services left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.35% of Widmann Financial Services's portfolio in Q1 2026, its #66 holding.
Widmann Financial Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 11 quarters since.
Widmann Financial Services's JPMorgan Chase position peaked at $648K in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.