49 Wealth Management’s JPMorgan Chase JPM Stock Holding History

49 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	$699K	Sell	2,135 -2,609	-55%	-$810K	0.13%	86
2026 Q1	$1.4M	Buy	4,744 +44	+0.9%	+$13.4K	0.1%	54
2025 Q4	$1.51M	Buy	4,700 +289	+7%	+$89.5K	0.12%	54
2025 Q3	$1.39M	Buy	4,411 +35	+0.8%	+$10.4K	0.13%	47
2025 Q2	$1.27M	Sell	4,376 -1,078	-20%	-$275K	0.14%	48
2025 Q1	$1.34M	Buy	5,454 +734	+16%	+$187K	0.16%	51
2024 Q4	$1.13M	Buy	4,720 +122	+3%	+$28.4K	0.16%	50
2024 Q3	$970K	Buy	4,598 +1,272	+38%	+$268K	0.16%	58
2024 Q2	$683K	Buy	3,326 +1,232	+59%	+$241K	0.13%	67
2024 Q1	$417K	Buy	+2,094	New	+$378K	0.09%	65

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

49 Wealth Management reduced its JPMorgan Chase (JPM) stake by 55% in Q2 2026, selling an estimated $810K and leaving 2,135 shares worth $699K. The position accounts for 0.13% of the portfolio, ranked #86.

49 Wealth Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.51M in Q4 2025. 5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

49 Wealth Management held 2,135 shares of JPMorgan Chase worth $699K as of Q2 2026.
49 Wealth Management sold 2,609 JPMorgan Chase shares in Q2 2026, an estimated $810K.
JPMorgan Chase made up 0.13% of 49 Wealth Management's portfolio in Q2 2026, its #86 holding.
49 Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
49 Wealth Management's JPMorgan Chase position peaked at $1.51M in Q4 2025.
5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.