Bellars Harris Wealth Management, LLC’s JPMorgan Chase JPM Stock Holding History

Bellars Harris Wealth Management, LLC’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	$13M	Buy	+39,817	New	+$12.4M	2.65%	4

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's JPM Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in JPMorgan Chase (JPM) in Q2 2026: 39,817 shares worth $13M. The stake represents 2.65% of the portfolio and ranks #4 among its holdings.

3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Bellars Harris Wealth Management, LLC held 39,817 shares of JPMorgan Chase worth $13M as of Q2 2026.
JPMorgan Chase was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
JPMorgan Chase made up 2.65% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #4 holding.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.