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Aaron Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Aaron Wealth Advisors’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 		$11.7M Buy
35,779
+838
+2% +$260K 0.59% 27
2026
Q1 		$10.3M Sell
34,941
-5,277
-13% -$1.6M 0.58% 30
2025
Q4 		$13M Buy
40,218
+6,657
+20% +$2.06M 0.71% 24
2025
Q3 		$10.6M Buy
33,561
+11,942
+55% +$3.55M 0.63% 25
2025
Q2 		$6.27M Buy
21,619
+1,428
+7% +$364K 0.64% 27
2025
Q1 		$4.95M Buy
20,191
+1,218
+6% +$311K 0.57% 29
2024
Q4 		$4.55M Buy
18,973
+517
+3% +$120K 0.53% 32
2024
Q3 		$3.89M Buy
18,456
+2,564
+16% +$540K 0.46% 33
2024
Q2 		$3.21M Buy
15,892
+228
+1% +$44.6K 0.45% 34
2024
Q1 		$3.14M Buy
15,664
+4,109
+36% +$741K 0.45% 34
2023
Q4 		$1.97M Sell
11,555
-73
-0.6% -$11.1K 0.33% 42
2023
Q3 		$1.69M Buy
11,628
+215
+2% +$32.2K 0.22% 67
2023
Q2 		$1.66M Buy
11,413
+516
+5% +$71K 0.22% 70
2023
Q1 		$1.42M Sell
10,897
-93
-0.8% -$12.7K 0.2% 80
2022
Q4 		$1.47M Buy
10,990
+6,921
+170% +$877K 0.22% 75
2022
Q3 		$425K Sell
4,069
-438
-10% -$50.3K 0.08% 129
2022
Q2 		$507K Buy
4,507
+1,140
+34% +$141K 0.13% 100
2022
Q1 		$459K Sell
3,367
-184
-5% -$27.2K 0.11% 112
2021
Q4 		$562K Buy
3,551
+479
+16% +$78.7K 0.16% 89
2021
Q3 		$502K Buy
3,072
+142
+5% +$22.3K 0.14% 88
2021
Q2 		$455K Buy
2,930
+581
+25% +$91.2K 0.15% 96
2021
Q1 		$357K Sell
2,349
-1,291
-35% -$186K 0.13% 109
2020
Q4 		$462K Buy
+3,640
New +$407K 0.17% 84

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

Aaron Wealth Advisors's JPM Position: Q2 2026 in Review

Aaron Wealth Advisors increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $260K and bringing the position to 35,779 shares worth $11.7M. The position accounts for 0.59% of the portfolio, ranked #27.

Aaron Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $13M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Aaron Wealth Advisors held 35,779 shares of JPMorgan Chase worth $11.7M as of Q2 2026.
  • Aaron Wealth Advisors bought 838 JPMorgan Chase shares in Q2 2026, an estimated $260K.
  • JPMorgan Chase made up 0.59% of Aaron Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Aaron Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Aaron Wealth Advisors's JPMorgan Chase position peaked at $13M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.