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Angeles Wealth Management’s JPMorgan Chase JPM Stock Holding History

Angeles 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 		$12.5M Buy
38,089
+2,371
+7% +$736K 0.57% 26
2026
Q1 		$10.5M Buy
35,718
+1,778
+5% +$540K 0.57% 27
2025
Q4 		$10.9M Buy
33,940
+5,193
+18% +$1.61M 0.6% 26
2025
Q3 		$9.07M Buy
28,747
+10,893
+61% +$3.24M 0.56% 26
2025
Q2 		$5.18M Sell
17,854
-133
-0.7% -$33.9K 0.36% 33
2025
Q1 		$4.41M Buy
17,987
+47
+0.3% +$12K 0.37% 34
2024
Q4 		$4.3M Buy
17,940
+3,201
+22% +$746K 0.35% 33
2024
Q3 		$3.11M Buy
14,739
+656
+5% +$138K 0.27% 37
2024
Q2 		$2.85M Buy
14,083
+2,228
+19% +$436K 0.27% 37
2024
Q1 		$2.37M Buy
11,855
+1,306
+12% +$236K 0.24% 39
2023
Q4 		$1.79M Buy
10,549
+287
+3% +$43.5K 0.22% 44
2023
Q3 		$1.49M Buy
10,262
+1,855
+22% +$278K 0.21% 43
2023
Q2 		$1.22M Buy
8,407
+257
+3% +$35.3K 0.17% 59
2023
Q1 		$1.06M Buy
8,150
+1,089
+15% +$149K 0.16% 66
2022
Q4 		$947K Buy
7,061
+1,058
+18% +$134K 0.17% 72
2022
Q3 		$627K Buy
6,003
+1,486
+33% +$171K 0.12% 81
2022
Q2 		$509K Sell
4,517
-122
-3% -$15.1K 0.1% 102
2022
Q1 		$632K Buy
+4,639
New +$685K 0.12% 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

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

Angeles Wealth Management increased its JPMorgan Chase (JPM) stake by 6.6% in Q2 2026, buying an estimated $736K and bringing the position to 38,089 shares worth $12.5M. The position accounts for 0.57% of the portfolio, ranked #26.

Angeles Wealth Management first reported a position in JPM in Q1 2022 and has held it in 18 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Angeles Wealth Management held 38,089 shares of JPMorgan Chase worth $12.5M as of Q2 2026.
  • Angeles Wealth Management bought 2,371 JPMorgan Chase shares in Q2 2026, an estimated $736K.
  • JPMorgan Chase made up 0.57% of Angeles Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Angeles Wealth Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 18 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.