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AMJ Financial Wealth Management’s JPMorgan Chase JPM Stock Holding History

AMJ Financial 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 		$838K Hold
2,850
– – 0.2% 58
2026
Q1 		$838K Sell
2,850
-38
-1% -$11.5K 0.2% 58
2025
Q4 		$931K Sell
2,888
-31
-1% -$9.6K 0.22% 62
2025
Q3 		$921K Buy
2,919
+20
+0.7% +$5.95K 0.22% 57
2025
Q2 		$840K Sell
2,899
-90
-3% -$23K 0.21% 58
2025
Q1 		$733K Sell
2,989
-57
-2% -$14.5K 0.22% 58
2024
Q4 		$730K Sell
3,046
-244
-7% -$56.8K 0.2% 62
2024
Q3 		$694K Sell
3,290
-187
-5% -$39.4K 0.2% 62
2024
Q2 		$703K Buy
3,477
+585
+20% +$114K 0.22% 52
2024
Q1 		$579K Buy
+2,892
New +$522K 0.19% 55
2023
Q1 		– Sell
-1,887
Closed -$253K – 62
2022
Q4 		$253K Buy
+1,887
New +$239K 0.15% 50
2022
Q1 		– Sell
-43,381
Closed -$6.87M – 95
2021
Q4 		$6.87M Buy
43,381
+3,267
+8% +$537K 2.48% 18
2021
Q3 		$6.57M Buy
40,114
+19,235
+92% +$3.02M 2.69% 10
2021
Q2 		$3.25M Buy
+20,879
New +$3.28M 1.41% 32

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

AMJ Financial Wealth Management's JPM Position: Q2 2026 in Review

AMJ Financial Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,850 shares worth $838K. The position accounts for 0.2% of the portfolio, ranked #58.

AMJ Financial Wealth Management first reported a position in JPM in Q2 2021 and has held it in 14 quarters since. The position peaked at $6.87M in Q4 2021. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • AMJ Financial Wealth Management held 2,850 shares of JPMorgan Chase worth $838K as of Q2 2026.
  • AMJ Financial Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.2% of AMJ Financial Wealth Management's portfolio in Q2 2026, its #58 holding.
  • AMJ Financial Wealth Management first reported a position in JPMorgan Chase in Q2 2021 and has held it in 14 quarters since.
  • AMJ Financial Wealth Management's JPMorgan Chase position peaked at $6.87M in Q4 2021.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.