WFG
JPM icon

Wills Financial Group’s JPMorgan Chase JPM Stock Holding History

Wills Financial Group’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 		$5.48M Buy
18,245
+1,505
+9% +$457K 2.06% 16
2025
Q4 		$5.39M Sell
16,740
-76
-0.5% -$23.5K 2.06% 17
2025
Q3 		$5.3M Sell
16,816
-85
-0.5% -$25.3K 2.18% 17
2025
Q2 		$4.9M Buy
16,901
+60
+0.4% +$15.3K 2.13% 18
2025
Q1 		$4.13M Sell
16,841
-20
-0.1% -$5.1K 1.83% 22
2024
Q4 		$4.04M Buy
16,861
+897
+6% +$209K 1.75% 23
2024
Q3 		$3.37M Buy
15,964
+12
+0.1% +$2.53K 1.41% 26
2024
Q2 		$3.23M Buy
15,952
+297
+2% +$58.1K 1.49% 25
2024
Q1 		$3.14M Buy
15,655
+1,097
+8% +$198K 1.48% 26
2023
Q4 		$2.48M Buy
14,558
+7,611
+110% +$1.15M 1.25% 26
2023
Q3 		$1.01M Buy
6,947
+1
+0% +$150 0.55% 41
2023
Q2 		$1.01M Buy
6,946
+51
+0.7% +$7.01K 0.51% 39
2023
Q1 		$899K Buy
6,895
+1,092
+19% +$150K 0.48% 40
2022
Q4 		$778K Sell
5,803
-248
-4% -$31.4K 0.43% 40
2022
Q3 		$632K Buy
6,051
+1,858
+44% +$213K 0.35% 42
2022
Q2 		$472K Buy
4,193
+1,825
+77% +$226K 0.23% 52
2022
Q1 		$323K Buy
2,368
+107
+5% +$15.8K 0.14% 55
2021
Q4 		$358K Hold
2,261
– – 0.14% 57
2021
Q3 		$370K Hold
2,261
– – 0.17% 54
2021
Q2 		$351K Buy
2,261
+35
+2% +$5.5K 0.15% 60
2021
Q1 		$338K Buy
2,226
+31
+1% +$4.46K 0.16% 54
2020
Q4 		$278K Buy
+2,195
New +$245K 0.14% 54
2019
Q2 		– Sell
-12,193
Closed -$1.23M – 57
2019
Q1 		$1.23M Sell
12,193
-1,115
-8% -$115K 0.84% 36
2018
Q4 		$1.3M Sell
13,308
-4,275
-24% -$455K 1% 33
2018
Q3 		$1.98M Hold
17,583
– – 1.31% 28
2018
Q2 		$1.83M Buy
17,583
+530
+3% +$58.1K 1.33% 30
2018
Q1 		$1.88M Buy
+17,053
New +$1.93M 1.39% 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

Wills Financial Group's JPM Position: Q1 2026 in Review

Wills Financial Group increased its JPMorgan Chase (JPM) stake by 9% in Q1 2026, buying an estimated $457K and bringing the position to 18,245 shares worth $5.48M. The position accounts for 2.06% of the portfolio, ranked #16.

Wills Financial Group first reported a position in JPM in Q1 2018 and has held it in 27 quarters since. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wills Financial Group held 18,245 shares of JPMorgan Chase worth $5.48M as of Q1 2026.
  • Wills Financial Group bought 1,505 JPMorgan Chase shares in Q1 2026, an estimated $457K.
  • JPMorgan Chase made up 2.06% of Wills Financial Group's portfolio in Q1 2026, its #16 holding.
  • Wills Financial Group first reported a position in JPMorgan Chase in Q1 2018 and has held it in 27 quarters since.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.