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AGH Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

AGH 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 		$2.04M Buy
6,219
+256
+4% +$79.5K 1.28% 17
2026
Q1 		$1.75M Sell
5,963
-8
-0.1% -$2.43K 1.29% 19
2025
Q4 		$1.92M Sell
5,971
-755
-11% -$234K 1.45% 16
2025
Q3 		$2.12M Buy
6,726
+205
+3% +$61K 1.56% 14
2025
Q2 		$1.89M Sell
6,521
-187
-3% -$47.7K 1.56% 14
2025
Q1 		$1.65M Sell
6,708
-218
-3% -$55.6K 1.59% 15
2024
Q4 		$1.66M Buy
+6,926
New +$1.61M 1.54% 15

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

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

AGH Wealth Advisors increased its JPMorgan Chase (JPM) stake by 4.3% in Q2 2026, buying an estimated $79.5K and bringing the position to 6,219 shares worth $2.04M. The position accounts for 1.28% of the portfolio, ranked #17.

AGH Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.12M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AGH Wealth Advisors held 6,219 shares of JPMorgan Chase worth $2.04M as of Q2 2026.
  • AGH Wealth Advisors bought 256 JPMorgan Chase shares in Q2 2026, an estimated $79.5K.
  • JPMorgan Chase made up 1.28% of AGH Wealth Advisors's portfolio in Q2 2026, its #17 holding.
  • AGH Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's JPMorgan Chase position peaked at $2.12M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.