WJ Interests’s JPMorgan Chase JPM Stock Holding History

WJ Interests’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	$1.03M	Hold	3,498	–	–	0.4%	14
2025 Q4	$1.13M	Hold	3,498	–	–	0.48%	13
2025 Q3	$1.1M	Hold	3,498	–	–	0.45%	13
2025 Q2	$1.01M	Hold	3,498	–	–	0.43%	12
2025 Q1	$858K	Hold	3,498	–	–	0.4%	12
2024 Q4	$839K	Hold	3,498	–	–	0.4%	12
2024 Q3	$738K	Hold	3,498	–	–	0.33%	13
2024 Q2	$708K	Buy	+3,498	New	+$684K	0.35%	12

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

WJ Interests's JPM Position: Q1 2026 in Review

WJ Interests held its JPMorgan Chase (JPM) position steady in Q1 2026 at 3,498 shares worth $1.03M. The position accounts for 0.4% of the portfolio, ranked #14.

WJ Interests first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

WJ Interests held 3,498 shares of JPMorgan Chase worth $1.03M as of Q1 2026.
WJ Interests left its JPMorgan Chase share count unchanged in Q1 2026.
JPMorgan Chase made up 0.4% of WJ Interests's portfolio in Q1 2026, its #14 holding.
WJ Interests first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
WJ Interests's JPMorgan Chase position peaked at $1.13M in Q4 2025.
5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on WJ Interests's 13F filing for Q1 2026, filed 21 Apr 2026.