Winthrop Capital Management’s JPMorgan Chase JPM Stock Holding History

Winthrop 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	$3.66M	Buy	12,428 +429	+4%	+$130K	0.94%	32
2025 Q4	$3.87M	Sell	11,999 -1,209	-9%	-$374K	0.9%	32
2025 Q3	$4.17M	Buy	13,208 +183	+1%	+$54.4K	1.01%	31
2025 Q2	$3.78M	Sell	13,025 -15	-0.1%	-$3.83K	0.95%	32
2025 Q1	$3.2M	Buy	13,040 +233	+2%	+$59.4K	0.88%	34
2024 Q4	$3.06M	Buy	12,807 +597	+5%	+$139K	0.82%	37
2024 Q3	$2.58M	Sell	12,210 -231	-2%	-$48.7K	1.23%	21
2024 Q2	$2.52M	Sell	12,441 -625	-5%	-$122K	1.26%	22
2024 Q1	$2.62M	Buy	13,066 +138	+1%	+$24.9K	1.21%	23
2023 Q4	$2.2M	Buy	+12,928	New	+$1.96M	0.72%	35

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

Winthrop Capital Management's JPM Position: Q1 2026 in Review

Winthrop Capital Management increased its JPMorgan Chase (JPM) stake by 3.6% in Q1 2026, buying an estimated $130K and bringing the position to 12,428 shares worth $3.66M. The position accounts for 0.94% of the portfolio, ranked #32.

Winthrop Capital Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.17M in Q3 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Winthrop Capital Management held 12,428 shares of JPMorgan Chase worth $3.66M as of Q1 2026.
Winthrop Capital Management bought 429 JPMorgan Chase shares in Q1 2026, an estimated $130K.
JPMorgan Chase made up 0.94% of Winthrop Capital Management's portfolio in Q1 2026, its #32 holding.
Winthrop Capital Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
Winthrop Capital Management's JPMorgan Chase position peaked at $4.17M in Q3 2025.
5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.