Wilkins Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Wilkins Investment Counsel’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	$5.6M	Buy	19,054 +115	+0.6%	+$34.9K	0.8%	41
2025 Q4	$6.1M	Sell	18,939 -360	-2%	-$111K	0.89%	40
2025 Q3	$6.09M	Sell	19,299 -1,186	-6%	-$353K	0.86%	36
2025 Q2	$5.94M	Sell	20,485 -1,085	-5%	-$277K	0.84%	37
2025 Q1	$5.29M	Sell	21,570 -1,025	-5%	-$261K	0.76%	40
2024 Q4	$5.42M	Sell	22,595 -1,532	-6%	-$357K	0.78%	42
2024 Q3	$5.09M	Sell	24,127 -305	-1%	-$64.2K	0.7%	43
2024 Q2	$4.94M	Sell	24,432 -350	-1%	-$68.4K	0.74%	43
2024 Q1	$4.96M	Buy	24,782 +19,612	+379%	+$3.54M	0.72%	42
2023 Q4	$879K	Sell	5,170 -328	-6%	-$49.7K	0.21%	54
2023 Q3	$797K	Buy	5,498 +150	+3%	+$22.5K	0.22%	54
2023 Q2	$778K	Sell	5,348 -50	-0.9%	-$6.88K	0.2%	52
2023 Q1	$703K	Sell	5,398 -100	-2%	-$13.7K	0.18%	53
2022 Q4	$737K	Hold	5,498	–	–	0.19%	53
2022 Q3	$575K	Sell	5,498 -456	-8%	-$52.3K	0.17%	56
2022 Q2	$670K	Sell	5,954 -200	-3%	-$24.8K	0.18%	56
2022 Q1	$839K	Sell	6,154 -200	-3%	-$29.5K	0.19%	58
2021 Q4	$1.01M	Hold	6,354	–	–	0.22%	57
2021 Q3	$1.04M	Sell	6,354 -125	-2%	-$19.6K	0.25%	55
2021 Q2	$1.01M	Sell	6,479 -500	-7%	-$78.5K	0.25%	55
2021 Q1	$1.06M	Sell	6,979 -757	-10%	-$109K	0.28%	53
2020 Q4	$983K	Sell	7,736 -144	-2%	-$16.1K	0.27%	51
2020 Q3	$759K	Buy	7,880 +2,800	+55%	+$275K	0.23%	55
2020 Q2	$478K	Hold	5,080	–	–	0.15%	59
2020 Q1	$457K	Sell	5,080 -100	-2%	-$12.1K	0.17%	57
2019 Q4	$722K	Sell	5,180 -70	-1%	-$8.98K	0.21%	60
2019 Q3	$618K	Hold	5,250	–	–	0.19%	60
2019 Q2	$587K	Hold	5,250	–	–	0.18%	62
2019 Q1	$531K	Sell	5,250 -1,300	-20%	-$134K	0.16%	61
2018 Q4	$639K	Hold	6,550	–	–	0.21%	56
2018 Q3	$739K	Sell	6,550 -100	-2%	-$11.4K	0.22%	58
2018 Q2	$693K	Sell	6,650 -200	-3%	-$21.9K	0.22%	59
2018 Q1	$753K	Sell	6,850 -900	-12%	-$102K	0.24%	57
2017 Q4	$829K	Sell	7,750 -5,400	-41%	-$547K	0.25%	56
2017 Q3	$1.26M	Sell	13,150 -600	-4%	-$55.3K	0.38%	50
2017 Q2	$1.26M	Sell	13,750 -100	-0.7%	-$8.63K	0.4%	49
2017 Q1	$1.22M	Sell	13,850 -1,590	-10%	-$140K	0.39%	48
2016 Q4	$1.33M	Sell	15,440 -1,186	-7%	-$90.4K	0.42%	46
2016 Q3	$1.11M	Hold	16,626	–	–	0.37%	48
2016 Q2	$1.03M	Sell	16,626 -100	-0.6%	-$6.25K	0.35%	49
2016 Q1	$991K	Sell	16,726 -6,124	-27%	-$358K	0.36%	48
2015 Q4	$1.51M	Sell	22,850 -400	-2%	-$26K	0.57%	44
2015 Q3	$1.42M	Buy	23,250 +50	+0.2%	+$3.27K	0.54%	45
2015 Q2	$1.57M	Sell	23,200 -889	-4%	-$58K	0.57%	46
2015 Q1	$1.46M	Sell	24,089 -1,200	-5%	-$71.1K	0.52%	47
2014 Q4	$1.58M	Sell	25,289 -100	-0.4%	-$6.02K	0.55%	47
2014 Q3	$1.53M	Sell	25,389 -1,035	-4%	-$60.5K	0.55%	46
2014 Q2	$1.52M	Buy	26,424 +424	+2%	+$23.8K	0.54%	46
2014 Q1	$1.58M	Buy	26,000 +4,460	+21%	+$258K	0.58%	44
2013 Q4	$1.26M	Sell	21,540 -850	-4%	-$46.6K	0.52%	39
2013 Q3	$1.16M	Hold	22,390	–	–	0.53%	38
2013 Q2	$1.18M	Buy	+22,390	New	+$1.14M	0.55%	40

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

Wilkins Investment Counsel's JPM Position: Q1 2026 in Review

Wilkins Investment Counsel increased its JPMorgan Chase (JPM) stake by 0.61% in Q1 2026, buying an estimated $34.9K and bringing the position to 19,054 shares worth $5.6M. The position accounts for 0.8% of the portfolio, ranked #41.

Wilkins Investment Counsel first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.1M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Wilkins Investment Counsel held 19,054 shares of JPMorgan Chase worth $5.6M as of Q1 2026.
Wilkins Investment Counsel bought 115 JPMorgan Chase shares in Q1 2026, an estimated $34.9K.
JPMorgan Chase made up 0.8% of Wilkins Investment Counsel's portfolio in Q1 2026, its #41 holding.
Wilkins Investment Counsel first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
Wilkins Investment Counsel's JPMorgan Chase position peaked at $6.1M in Q4 2025.
5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wilkins Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.