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AAF Wealth Management’s JPMorgan Chase JPM Stock Holding History

AAF 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 		– Sell
-693
Closed -$204K – 61
2026
Q1 		$204K Buy
+693
New +$210K 0.08% 53
2025
Q3 		– Sell
-989
Closed -$287K – 45
2025
Q2 		$287K Sell
989
-79
-7% -$20.2K 0.13% 37
2025
Q1 		$262K Sell
1,068
-37
-3% -$9.43K 0.14% 39
2024
Q4 		$265K Buy
1,105
+115
+12% +$26.8K 0.13% 37
2024
Q3 		$209K Sell
990
-39
-4% -$8.21K 0.11% 43
2024
Q2 		$208K Sell
1,029
-109
-10% -$21.3K 0.11% 42
2024
Q1 		$228K Sell
1,138
-172
-13% -$31K 0.13% 38
2023
Q4 		$223K Buy
+1,310
New +$199K 0.13% 42
2023
Q3 		– Sell
-1,387
Closed -$202K – 47
2023
Q2 		$202K Sell
1,387
-399
-22% -$54.9K 0.12% 48
2023
Q1 		$233K Buy
+1,786
New +$245K 0.15% 39

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

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

AAF Wealth Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 693 shares — an estimated $204K sold.

AAF Wealth Management first reported a position in JPM in Q1 2023 and held it in 10 quarters. The position peaked at $287K in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AAF Wealth Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • AAF Wealth Management sold 693 JPMorgan Chase shares in Q2 2026, an estimated $204K.
  • AAF Wealth Management first reported a position in JPMorgan Chase in Q1 2023 and held it in 10 quarters.
  • AAF Wealth Management's JPMorgan Chase position peaked at $287K in Q2 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.