Wilson & Boucher Capital Management’s JPMorgan Chase JPM Stock Holding History

Wilson & Boucher Capital 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	$545K	Buy	1,852 +1	+0.1%	+$303	0.36%	67
2025 Q4	$597K	Hold	1,851	–	–	0.39%	63
2025 Q3	$584K	Sell	1,851 -200	-10%	-$59.5K	0.38%	69
2025 Q2	$595K	Sell	2,051 -85	-4%	-$21.7K	0.41%	67
2025 Q1	$524K	Sell	2,136 -205	-9%	-$52.3K	0.39%	70
2024 Q4	$561K	Hold	2,341	–	–	0.4%	68
2024 Q3	$494K	Hold	2,341	–	–	0.34%	78
2024 Q2	$473K	Hold	2,341	–	–	0.36%	72
2024 Q1	$469K	Buy	2,341 +1	+0%	+$180	0.37%	73
2023 Q4	$398K	Hold	2,340	–	–	0.34%	77
2023 Q3	$339K	Hold	2,340	–	–	0.32%	77
2023 Q2	$340K	Hold	2,340	–	–	0.31%	76
2023 Q1	$305K	Buy	2,340 +311	+15%	+$42.6K	0.29%	82
2022 Q4	$272K	Hold	2,029	–	–	0.28%	80
2022 Q3	$212K	Sell	2,029 -1,047	-34%	-$120K	0.25%	87
2022 Q2	$346K	Sell	3,076 -35	-1%	-$4.34K	0.38%	76
2022 Q1	$424K	Hold	3,111	–	–	0.38%	74
2021 Q4	$493K	Buy	+3,111	New	+$511K	0.44%	66

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

Wilson & Boucher Capital Management's JPM Position: Q1 2026 in Review

Wilson & Boucher Capital Management increased its JPMorgan Chase (JPM) stake by 0.05% in Q1 2026, buying an estimated $303 and bringing the position to 1,852 shares worth $545K. The position accounts for 0.36% of the portfolio, ranked #67.

Wilson & Boucher Capital Management first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $597K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Wilson & Boucher Capital Management held 1,852 shares of JPMorgan Chase worth $545K as of Q1 2026.
Wilson & Boucher Capital Management bought 1 JPMorgan Chase share in Q1 2026, an estimated $303.
JPMorgan Chase made up 0.36% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #67 holding.
Wilson & Boucher Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's JPMorgan Chase position peaked at $597K in Q4 2025.
5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.