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Wise Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Wise Wealth Partners’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 		$710K Sell
2,415
-126
-5% -$38.2K 0.96% 24
2025
Q4 		$819K Buy
2,541
+126
+5% +$39K 1.18% 18
2025
Q3 		$762K Hold
2,415
– – 1.16% 21
2025
Q2 		$700K Buy
2,415
+950
+65% +$242K 1.17% 23
2025
Q1 		$359K Buy
1,465
+7
+0.5% +$1.78K 0.86% 29
2024
Q4 		$349K Buy
+1,458
New +$340K 0.86% 27

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

Wise Wealth Partners's JPM Position: Q1 2026 in Review

Wise Wealth Partners reduced its JPMorgan Chase (JPM) stake by 5% in Q1 2026, selling an estimated $38.2K and leaving 2,415 shares worth $710K. The position accounts for 0.96% of the portfolio, ranked #24.

Wise Wealth Partners first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $819K in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wise Wealth Partners held 2,415 shares of JPMorgan Chase worth $710K as of Q1 2026.
  • Wise Wealth Partners sold 126 JPMorgan Chase shares in Q1 2026, an estimated $38.2K.
  • JPMorgan Chase made up 0.96% of Wise Wealth Partners's portfolio in Q1 2026, its #24 holding.
  • Wise Wealth Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Wise Wealth Partners's JPMorgan Chase position peaked at $819K in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wise Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.