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Williams Jones Wealth Management’s JPMorgan Chase JPM Stock Holding History

Williams Jones 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 		$171M Buy
580,888
+11,226
+2% +$3.41M 2.1% 12
2025
Q4 		$184M Sell
569,662
-124
-0% -$38.4K 2.07% 11
2025
Q3 		$180M Sell
569,786
-2,489
-0.4% -$740K 2.06% 12
2025
Q2 		$166M Sell
572,275
-6,262
-1% -$1.6M 1.98% 12
2025
Q1 		$142M Buy
578,537
+3,713
+0.6% +$947K 1.81% 14
2024
Q4 		$138M Sell
574,824
-3,017
-0.5% -$703K 1.66% 15
2024
Q3 		$122M Sell
577,841
-1,186
-0.2% -$250K 1.43% 23
2024
Q2 		$117M Buy
579,027
+934
+0.2% +$183K 1.45% 20
2024
Q1 		$116M Sell
578,093
-7,003
-1% -$1.26M 1.47% 23
2023
Q4 		$99.5M Sell
585,096
-32,966
-5% -$5M 1.39% 23
2023
Q3 		$89.6M Sell
618,062
-17,547
-3% -$2.63M 1.38% 25
2023
Q2 		$92.4M Sell
635,609
-8,233
-1% -$1.13M 1.38% 24
2023
Q1 		$83.9M Buy
643,842
+35,103
+6% +$4.81M 1.31% 26
2022
Q4 		$81.6M Sell
608,739
-5,993
-1% -$759K 1.37% 26
2022
Q3 		$64.2M Buy
614,732
+662
+0.1% +$76K 1.12% 29
2022
Q2 		$69.2M Buy
614,070
+1,626
+0.3% +$201K 1.12% 29
2022
Q1 		$83.5M Sell
612,444
-1,521
-0.2% -$225K 1.16% 29
2021
Q4 		$97.2M Buy
613,965
+21,102
+4% +$3.47M 1.21% 28
2021
Q3 		$97M Sell
592,863
-465
-0.1% -$72.9K 1.36% 24
2021
Q2 		$92.3M Buy
593,328
+8,647
+1% +$1.36M 1.29% 26
2021
Q1 		$89M Buy
584,681
+6,359
+1% +$915K 1.39% 24
2020
Q4 		$73.5M Buy
578,322
+11,153
+2% +$1.25M 1.2% 29
2020
Q3 		$54.6M Sell
567,169
-3,050
-0.5% -$300K 1.01% 32
2020
Q2 		$53.6M Buy
570,219
+22,688
+4% +$2.15M 1.1% 31
2020
Q1 		$49.3M Sell
547,531
-11,478
-2% -$1.39M 1.29% 27
2019
Q4 		$77.9M Buy
559,009
+22,295
+4% +$2.86M 1.49% 23
2019
Q3 		$63.2M Buy
+536,714
New +$60.7M 1.3% 27

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

Williams Jones Wealth Management's JPM Position: Q1 2026 in Review

Williams Jones Wealth Management increased its JPMorgan Chase (JPM) stake by 2% in Q1 2026, buying an estimated $3.41M and bringing the position to 580,888 shares worth $171M. The position accounts for 2.1% of the portfolio, ranked #12.

Williams Jones Wealth Management first reported a position in JPM in Q3 2019 and has held it in 27 quarters since. The position peaked at $184M in Q4 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Williams Jones Wealth Management held 580,888 shares of JPMorgan Chase worth $171M as of Q1 2026.
  • Williams Jones Wealth Management bought 11,226 JPMorgan Chase shares in Q1 2026, an estimated $3.41M.
  • JPMorgan Chase made up 2.1% of Williams Jones Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Williams Jones Wealth Management first reported a position in JPMorgan Chase in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's JPMorgan Chase position peaked at $184M in Q4 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.