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1776 Wealth’s JPMorgan Chase JPM Stock Holding History

1776 Wealth’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
Q2 		$1.17M Buy
3,584
+2
+0.1% +$621 0.41% 44
2026
Q1 		$1.05M Buy
3,582
+2
+0.1% +$607 0.41% 43
2025
Q4 		$1.15M Buy
3,580
+2
+0.1% +$619 0.43% 41
2025
Q3 		$1.13M Sell
3,578
-101
-3% -$30K 0.44% 43
2025
Q2 		$1.07M Buy
3,679
+25
+0.7% +$6.38K 0.44% 43
2025
Q1 		$896K Buy
3,654
+2
+0.1% +$510 0.41% 46
2024
Q4 		$875K Buy
3,652
+2
+0.1% +$466 0.4% 48
2024
Q3 		$770K Buy
3,650
+1
+0% +$211 0.34% 51
2024
Q2 		$738K Buy
3,649
+166
+5% +$32.5K 0.33% 56
2024
Q1 		$698K Sell
3,483
-13
-0.4% -$2.35K 0.33% 54
2023
Q4 		$595K Buy
3,496
+3
+0.1% +$455 0.29% 65
2023
Q3 		$507K Buy
3,493
+1
+0% +$150 0.27% 65
2023
Q2 		$508K Buy
3,492
+15
+0.4% +$2.06K 0.27% 74
2023
Q1 		$453K Buy
3,477
+542
+18% +$74.3K 0.27% 68
2022
Q4 		$394K Buy
2,935
+39
+1% +$4.94K 0.28% 72
2022
Q3 		$303K Buy
2,896
+3
+0.1% +$344 0.23% 82
2022
Q2 		$326K Buy
2,893
+2
+0.1% +$248 0.23% 81
2022
Q1 		$394K Buy
2,891
+720
+33% +$106K 0.23% 83
2021
Q4 		$344K Sell
2,171
-1
-0% -$164 0.18% 92
2021
Q3 		$356K Sell
2,172
-131
-6% -$20.5K 0.2% 79
2021
Q2 		$358K Buy
2,303
+35
+2% +$5.5K 0.2% 82
2021
Q1 		$345K Sell
2,268
-472
-17% -$67.9K 0.22% 77
2020
Q4 		$348K Buy
2,740
+2
+0.1% +$224 0.22% 73
2020
Q3 		$264K Sell
2,738
-1,596
-37% -$157K 0.19% 80
2020
Q2 		$407K Buy
4,334
+277
+7% +$26.3K 0.28% 57
2020
Q1 		$365K Buy
4,057
+3,024
+293% +$367K 0.31% 53
2019
Q4 		$144K Buy
+1,033
New +$132K 0.12% 119

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

1776 Wealth's JPM Position: Q2 2026 in Review

1776 Wealth increased its JPMorgan Chase (JPM) stake by 0.06% in Q2 2026, buying an estimated $621 and bringing the position to 3,584 shares worth $1.17M. The position accounts for 0.41% of the portfolio, ranked #44.

1776 Wealth first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • 1776 Wealth held 3,584 shares of JPMorgan Chase worth $1.17M as of Q2 2026.
  • 1776 Wealth bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.41% of 1776 Wealth's portfolio in Q2 2026, its #44 holding.
  • 1776 Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.