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Wulff, Hansen & Co’s JPMorgan Chase JPM Stock Holding History

Wulff, Hansen & Co’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 		$3.56M Hold
12,101
– – 3.64% 4
2025
Q4 		$3.9M Sell
12,101
-130
-1% -$40.2K 3.27% 7
2025
Q3 		$3.86M Hold
12,231
– – 3.32% 5
2025
Q2 		$3.55M Sell
12,231
-350
-3% -$89.3K 3.03% 6
2025
Q1 		$3.09M Sell
12,581
-260
-2% -$66.3K 2.81% 9
2024
Q4 		$3.08M Sell
12,841
-10
-0.1% -$2.33K 2.91% 7
2024
Q3 		$2.71M Sell
12,851
-1,000
-7% -$211K 2.45% 8
2024
Q2 		$2.8M Sell
13,851
-142
-1% -$27.8K 2.77% 7
2024
Q1 		$2.8M Sell
13,993
-95
-0.7% -$17.1K 2.8% 7
2023
Q4 		$2.4M Buy
14,088
+98
+0.7% +$14.9K 2.66% 7
2023
Q3 		$2.03M Sell
13,990
-95
-0.7% -$14.2K 2.37% 9
2023
Q2 		$2.05M Sell
14,085
-320
-2% -$44K 2.29% 13
2023
Q1 		$1.88M Sell
14,405
-230
-2% -$31.5K 2.14% 14
2022
Q4 		$1.96M Sell
14,635
-30
-0.2% -$3.8K 2.38% 13
2022
Q3 		$1.53M Buy
14,665
+80
+0.5% +$9.18K 1.92% 18
2022
Q2 		$1.64M Sell
14,585
-3,000
-17% -$372K 1.86% 21
2022
Q1 		$2.4M Buy
17,585
+3,000
+21% +$443K 2.28% 12
2021
Q4 		$2.31M Buy
+14,585
New +$2.4M 2% 16

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

Wulff, Hansen & Co's JPM Position: Q1 2026 in Review

Wulff, Hansen & Co held its JPMorgan Chase (JPM) position steady in Q1 2026 at 12,101 shares worth $3.56M. The position accounts for 3.64% of the portfolio, ranked #4.

Wulff, Hansen & Co first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.9M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wulff, Hansen & Co held 12,101 shares of JPMorgan Chase worth $3.56M as of Q1 2026.
  • Wulff, Hansen & Co left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 3.64% of Wulff, Hansen & Co's portfolio in Q1 2026, its #4 holding.
  • Wulff, Hansen & Co first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Wulff, Hansen & Co's JPMorgan Chase position peaked at $3.9M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wulff, Hansen & Co's 13F filing for Q1 2026, filed 7 May 2026.