4WM
JPM icon

44 Wealth Management’s JPMorgan Chase JPM Stock Holding History

44 Wealth 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
Q2 		$5.08M Sell
15,522
-987
-6% -$307K 1.68% 7
2026
Q1 		$4.86M Sell
16,509
-1,083
-6% -$329K 1.7% 4
2025
Q4 		$5.67M Sell
17,592
-160
-0.9% -$49.5K 1.9% 4
2025
Q3 		$5.6M Buy
17,752
+6,683
+60% +$1.99M 1.9% 4
2025
Q2 		$3.21M Buy
11,069
+9
+0.1% +$2.3K 1.14% 11
2025
Q1 		$2.71M Sell
11,060
-24
-0.2% -$6.12K 1.02% 24
2024
Q4 		$2.66M Sell
11,084
-568
-5% -$132K 1.02% 22
2024
Q3 		$2.6M Buy
+11,652
New +$2.45M 0.92% 27
2023
Q2 		$1.55M Sell
10,679
-1,005
-9% -$138K 0.53% 51
2023
Q1 		$1.52M Sell
11,684
-1,130
-9% -$155K 0.52% 50
2022
Q4 		$1.72M Buy
12,814
+1,155
+10% +$146K 0.59% 46
2022
Q3 		$1.22M Sell
11,659
-4
-0% -$459 0.5% 53
2022
Q2 		$1.31M Buy
11,663
+1,746
+18% +$216K 0.51% 52
2022
Q1 		$1.35M Sell
9,917
-4,731
-32% -$698K 0.49% 57
2021
Q4 		$2.32M Sell
14,648
-1,325
-8% -$218K 0.81% 32
2021
Q3 		$2.62M Sell
15,973
-38
-0.2% -$5.96K 1% 24
2021
Q2 		$2.49M Sell
16,011
-766
-5% -$120K 0.96% 23
2021
Q1 		$2.55M Sell
16,777
-779
-4% -$112K 1.07% 22
2020
Q4 		$2.23M Buy
+17,556
New +$1.96M 1.02% 24

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

44 Wealth Management's JPM Position: Q2 2026 in Review

44 Wealth Management reduced its JPMorgan Chase (JPM) stake by 6% in Q2 2026, selling an estimated $307K and leaving 15,522 shares worth $5.08M. The position accounts for 1.68% of the portfolio, ranked #7.

44 Wealth Management first reported a position in JPM in Q4 2020 and has held it in 19 quarters since. The position peaked at $5.67M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • 44 Wealth Management held 15,522 shares of JPMorgan Chase worth $5.08M as of Q2 2026.
  • 44 Wealth Management sold 987 JPMorgan Chase shares in Q2 2026, an estimated $307K.
  • JPMorgan Chase made up 1.68% of 44 Wealth Management's portfolio in Q2 2026, its #7 holding.
  • 44 Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 19 quarters since.
  • 44 Wealth Management's JPMorgan Chase position peaked at $5.67M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.