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WPG Advisers’s JPMorgan Chase JPM Stock Holding History

WPG Advisers’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 		$287K Sell
976
-99
-9% -$30K 0.21% 58
2025
Q4 		$346K Buy
1,075
+314
+41% +$97.2K 0.26% 55
2025
Q3 		$240K Buy
761
+40
+6% +$11.9K 0.19% 70
2025
Q2 		$209K Sell
721
-28
-4% -$7.14K 0.18% 80
2025
Q1 		$184K Buy
749
+94
+14% +$24K 0.17% 92
2024
Q4 		$157K Buy
+655
New +$153K 0.15% 119

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

WPG Advisers's JPM Position: Q1 2026 in Review

WPG Advisers reduced its JPMorgan Chase (JPM) stake by 9.2% in Q1 2026, selling an estimated $30K and leaving 976 shares worth $287K. The position accounts for 0.21% of the portfolio, ranked #58.

WPG Advisers first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $346K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • WPG Advisers held 976 shares of JPMorgan Chase worth $287K as of Q1 2026.
  • WPG Advisers sold 99 JPMorgan Chase shares in Q1 2026, an estimated $30K.
  • JPMorgan Chase made up 0.21% of WPG Advisers's portfolio in Q1 2026, its #58 holding.
  • WPG Advisers first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's JPMorgan Chase position peaked at $346K in Q4 2025.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.