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Winnow Wealth’s JPMorgan Chase JPM Stock Holding History

Winnow Wealth’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 		– Sell
-90
Closed -$29.1K – 348
2025
Q4 		$29.1K Buy
90
+1
+1% +$310 0.02% 179
2025
Q3 		$28.1K Sell
89
-411
-82% -$122K 0.02% 188
2025
Q2 		$145K Buy
500
+411
+462% +$105K 0.11% 61
2025
Q1 		$21.7K Buy
89
+29
+48% +$7.39K 0.02% 187
2024
Q4 		$14.2K Buy
+60
New +$14K 0.01% 185

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

Winnow Wealth's JPM Position: Q1 2026 in Review

Winnow Wealth sold out of JPMorgan Chase (JPM) in Q1 2026, closing a stake of 90 shares — an estimated $29.1K sold.

Winnow Wealth first reported a position in JPM in Q4 2024 and held it in 5 quarters. The position peaked at $145K in Q2 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Winnow Wealth reported no remaining JPMorgan Chase position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 90 JPMorgan Chase shares in Q1 2026, an estimated $29.1K.
  • Winnow Wealth first reported a position in JPMorgan Chase in Q4 2024 and held it in 5 quarters.
  • Winnow Wealth's JPMorgan Chase position peaked at $145K in Q2 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.