Wimmer Associates 1’s JPMorgan Chase JPM Stock Holding History

Wimmer Associates 1’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	$1.14M	Sell	3,861 -59	-2%	-$17.9K	0.56%	48
2025 Q4	$1.26M	Hold	3,920	–	–	0.59%	41
2025 Q3	$1.24M	Hold	3,920	–	–	0.59%	42
2025 Q2	$1.14M	Hold	3,920	–	–	0.58%	44
2025 Q1	$1.03M	Sell	3,920 -194	-5%	-$49.5K	0.54%	47
2024 Q4	$986K	Buy	4,114 +40	+1%	+$9.32K	0.49%	51
2024 Q3	$859K	Hold	4,074	–	–	0.42%	56
2024 Q2	$824K	Sell	4,074 -81	-2%	-$15.8K	0.42%	56
2024 Q1	$832K	Sell	4,155 -10	-0.2%	-$1.8K	0.44%	57
2023 Q4	$708K	Sell	4,165 -55	-1%	-$8.34K	0.4%	60
2023 Q3	$612K	Buy	4,220 +55	+1%	+$8.24K	0.38%	60
2023 Q2	$606K	Sell	4,165 -40	-1%	-$5.5K	0.36%	63
2023 Q1	$569K	Sell	4,205 -14	-0.3%	-$1.92K	0.36%	68
2022 Q4	$566K	Buy	4,219 +25	+0.6%	+$3.17K	0.37%	72
2022 Q3	$528K	Sell	4,194 -125	-3%	-$14.3K	0.35%	72
2022 Q2	$486K	Sell	4,319 -190	-4%	-$23.5K	0.32%	73
2022 Q1	$615K	Sell	4,509 -128	-3%	-$18.9K	0.34%	65
2021 Q4	$734K	Buy	4,637 +63	+1%	+$10.3K	0.39%	60
2021 Q3	$749K	Sell	4,574 -40	-0.9%	-$6.27K	0.44%	52
2021 Q2	$718K	Sell	4,614 -75	-2%	-$11.8K	0.42%	55
2021 Q1	$714K	Sell	4,689 -140	-3%	-$20.1K	0.39%	57
2020 Q4	$614K	Hold	4,829	–	–	0.37%	56
2020 Q3	$465K	Buy	4,829 +1,175	+32%	+$115K	0.31%	64
2020 Q2	$368K	Sell	3,654 -1,075	-23%	-$102K	0.29%	75
2020 Q1	$426K	Buy	4,729 +795	+20%	+$96.6K	0.4%	64
2019 Q4	$548K	Hold	3,934	–	–	0.44%	62
2019 Q3	$463K	Buy	3,934 +60	+2%	+$6.79K	0.4%	63
2019 Q2	$433K	Sell	3,874 -250	-6%	-$27.6K	0.38%	65
2019 Q1	$418K	Sell	4,124 -50	-1%	-$5.15K	0.37%	68
2018 Q4	$407K	Buy	4,174 +115	+3%	+$12.3K	0.4%	65
2018 Q3	$458K	Hold	4,059	–	–	0.38%	69
2018 Q2	$423K	Hold	4,059	–	–	0.38%	70
2018 Q1	$446K	Hold	4,059	–	–	0.39%	71
2017 Q4	$434K	Sell	4,059 -400	-9%	-$40.5K	0.39%	73
2017 Q3	$426K	Hold	4,459	–	–	0.39%	74
2017 Q2	$408K	Hold	4,459	–	–	0.38%	74
2017 Q1	$392K	Hold	4,459	–	–	0.37%	78
2016 Q4	$385K	Sell	4,459 -123	-3%	-$9.38K	0.36%	82
2016 Q3	$305K	Sell	4,582 -545	-11%	-$35.5K	0.27%	91
2016 Q2	$319K	Buy	5,127 +5	+0.1%	+$312	0.28%	90
2016 Q1	$303K	Sell	5,122 -1,006	-16%	-$58.8K	0.28%	88
2015 Q4	$405K	Buy	+6,128	New	+$399K	0.42%	72

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

Wimmer Associates 1's JPM Position: Q1 2026 in Review

Wimmer Associates 1 reduced its JPMorgan Chase (JPM) stake by 1.5% in Q1 2026, selling an estimated $17.9K and leaving 3,861 shares worth $1.14M. The position accounts for 0.56% of the portfolio, ranked #48.

Wimmer Associates 1 first reported a position in JPM in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.26M in Q4 2025. 5,052 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Wimmer Associates 1 held 3,861 shares of JPMorgan Chase worth $1.14M as of Q1 2026.
Wimmer Associates 1 sold 59 JPMorgan Chase shares in Q1 2026, an estimated $17.9K.
JPMorgan Chase made up 0.56% of Wimmer Associates 1's portfolio in Q1 2026, its #48 holding.
Wimmer Associates 1 first reported a position in JPMorgan Chase in Q4 2015 and has held it in 42 quarters since.
Wimmer Associates 1's JPMorgan Chase position peaked at $1.26M in Q4 2025.
5,052 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.