Willis Johnson & Associates’s JPMorgan Chase JPM Stock Holding History

Willis Johnson & Associates’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	$1.09M	Sell	3,705 -60	-2%	-$18.2K	0.06%	71
2025 Q4	$1.21M	Sell	3,765 -526	-12%	-$163K	0.07%	65
2025 Q3	$1.35M	Sell	4,291 -463	-10%	-$138K	0.08%	62
2025 Q2	$1.38M	Buy	4,754 +1,641	+53%	+$419K	0.09%	60
2025 Q1	$764K	Sell	3,113 -57	-2%	-$14.5K	0.06%	71
2024 Q4	$760K	Sell	3,170 -199	-6%	-$46.4K	0.06%	74
2024 Q3	$710K	Sell	3,369 -209	-6%	-$44K	0.05%	75
2024 Q2	$724K	Buy	3,578 +639	+22%	+$125K	0.06%	73
2024 Q1	$589K	Buy	2,939 +1,576	+116%	+$284K	0.05%	78
2023 Q4	$232K	Buy	+1,363	New	+$207K	0.02%	122
2023 Q3	–	Sell	-1,434	Closed	-$209K	–	136
2023 Q2	$209K	Sell	1,434 -182	-11%	-$25K	0.02%	123
2023 Q1	$211K	Buy	1,616 +103	+7%	+$14.1K	0.03%	113
2022 Q4	$203K	Buy	+1,513	New	+$192K	0.03%	110

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

Willis Johnson & Associates's JPM Position: Q1 2026 in Review

Willis Johnson & Associates reduced its JPMorgan Chase (JPM) stake by 1.6% in Q1 2026, selling an estimated $18.2K and leaving 3,705 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #71.

Willis Johnson & Associates first reported a position in JPM in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.38M in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Willis Johnson & Associates held 3,705 shares of JPMorgan Chase worth $1.09M as of Q1 2026.
Willis Johnson & Associates sold 60 JPMorgan Chase shares in Q1 2026, an estimated $18.2K.
JPMorgan Chase made up 0.06% of Willis Johnson & Associates's portfolio in Q1 2026, its #71 holding.
Willis Johnson & Associates first reported a position in JPMorgan Chase in Q4 2022 and has held it in 13 quarters since.
Willis Johnson & Associates's JPMorgan Chase position peaked at $1.38M in Q2 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.