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WNY Asset Management’s JPMorgan Chase JPM Stock Holding History

WNY Asset 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 		$1.34M Buy
+4,570
New +$1.39M 0.14% 84
2025
Q3 		$1.35M Sell
4,277
-618
-13% -$184K 0.13% 74
2025
Q2 		$1.42M Buy
4,895
+555
+13% +$142K 0.16% 71
2025
Q1 		$1.06M Sell
4,340
-164
-4% -$41.8K 0.13% 85
2024
Q4 		$1.08M Sell
4,504
-156
-3% -$36.3K 0.13% 78
2024
Q3 		$983K Buy
4,660
+138
+3% +$29.1K 0.11% 90
2024
Q2 		$915K Buy
4,522
+664
+17% +$130K 0.12% 96
2024
Q1 		$773K Buy
3,858
+222
+6% +$40.1K 0.12% 107
2023
Q4 		$618K Buy
3,636
+64
+2% +$9.7K 0.1% 127
2023
Q3 		$518K Buy
3,572
+379
+12% +$56.8K 0.1% 132
2023
Q2 		$464K Sell
3,193
-99
-3% -$13.6K 0.1% 126
2023
Q1 		$429K Sell
3,292
-341
-9% -$46.7K 0.1% 131
2022
Q4 		$487K Sell
3,633
-512
-12% -$64.9K 0.13% 116
2022
Q3 		$432K Buy
4,145
+52
+1% +$5.97K 0.16% 105
2022
Q2 		$463K Buy
4,093
+41
+1% +$5.08K 0.16% 102
2022
Q1 		$556K Buy
4,052
+42
+1% +$6.2K 0.17% 97
2021
Q4 		$637K Buy
4,010
+3
+0.1% +$493 0.19% 87
2021
Q3 		$658K Sell
4,007
-26
-0.6% -$4.08K 0.23% 82
2021
Q2 		$627K Buy
4,033
+3
+0.1% +$471 0.22% 78
2021
Q1 		$612K Buy
4,030
+522
+15% +$75.1K 0.24% 69
2020
Q4 		$446K Buy
+3,508
New +$392K 0.23% 51

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

WNY Asset Management's JPM Position: Q1 2026 in Review

WNY Asset Management opened a new position in JPMorgan Chase (JPM) in Q1 2026: 4,570 shares worth $1.34M. The stake represents 0.14% of the portfolio and ranks #84 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in JPM as recently as Q3 2025.

WNY Asset Management first reported a position in JPM in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.42M in Q2 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • WNY Asset Management held 4,570 shares of JPMorgan Chase worth $1.34M as of Q1 2026.
  • JPMorgan Chase was a new WNY Asset Management position in Q1 2026.
  • JPMorgan Chase made up 0.14% of WNY Asset Management's portfolio in Q1 2026, its #84 holding.
  • WNY Asset Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 21 quarters since.
  • WNY Asset Management's JPMorgan Chase position peaked at $1.42M in Q2 2025.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.