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Activest Wealth Management’s JPMorgan Chase JPM Stock Holding History

Activest 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 		$894K Sell
2,732
-3,856
-59% -$1.2M 0.17% 48
2026
Q1 		$1.94M Buy
6,588
+1,972
+43% +$598K 0.34% 37
2025
Q4 		$1.49M Sell
4,616
-1,661
-26% -$514K 0.28% 39
2025
Q3 		$1.98M Buy
6,277
+1,256
+25% +$374K 0.4% 33
2025
Q2 		$1.46M Sell
5,021
-102
-2% -$26K 0.35% 34
2025
Q1 		$1.26M Buy
5,123
+392
+8% +$99.9K 0.34% 41
2024
Q4 		$1.13M Sell
4,731
-334
-7% -$77.8K 0.32% 40
2024
Q3 		$1.07M Buy
5,065
+597
+13% +$126K 0.33% 38
2024
Q2 		$904K Buy
4,468
+4,431
+11,976% +$866K 0.3% 40
2024
Q1 		$7.48K Sell
37
-399
-92% -$72K ﹤0.01% 238
2023
Q4 		$74.1K Buy
436
+400
+1,111% +$60.6K 0.04% 72
2023
Q3 		$5.17K Sell
36
-71
-66% -$10.6K ﹤0.01% 224
2023
Q2 		$13.9K Buy
107
+5
+5% +$688 0.01% 146
2023
Q1 		$13.1K Sell
102
-12,895
-99% -$1.77M 0.01% 147
2022
Q4 		$1.75M Sell
12,997
-470
-3% -$59.6K 0.52% 21
2022
Q3 		$1.41M Buy
13,467
+13,366
+13,234% +$1.53M 0.46% 22
2022
Q2 		$11K Buy
101
+7
+7% +$867 0.01% 196
2022
Q1 		$13K Buy
94
+74
+370% +$10.9K 0.01% 183
2021
Q4 		$3K Sell
20
-411
-95% -$67.5K ﹤0.01% 285
2021
Q3 		$71K Buy
431
+319
+285% +$50K 0.05% 100
2021
Q2 		$17K Sell
112
-275
-71% -$43.2K 0.01% 159
2021
Q1 		$59K Buy
+387
New +$55.7K 0.05% 90

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

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

Activest Wealth Management reduced its JPMorgan Chase (JPM) stake by 59% in Q2 2026, selling an estimated $1.2M and leaving 2,732 shares worth $894K. The position accounts for 0.17% of the portfolio, ranked #48.

Activest Wealth Management first reported a position in JPM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.98M in Q3 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Activest Wealth Management held 2,732 shares of JPMorgan Chase worth $894K as of Q2 2026.
  • Activest Wealth Management sold 3,856 JPMorgan Chase shares in Q2 2026, an estimated $1.2M.
  • JPMorgan Chase made up 0.17% of Activest Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Activest Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 22 quarters since.
  • Activest Wealth Management's JPMorgan Chase position peaked at $1.98M in Q3 2025.
  • 5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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