Atlantic Private Wealth’s JPMorgan Chase JPM Stock Holding History

Atlantic Private Wealth’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	$365K	Hold	1,114	–	–	0.22%	45
2026 Q1	$328K	Sell	1,114 -44	-4%	-$13.4K	0.21%	46
2025 Q4	$373K	Buy	1,158 +916	+379%	+$284K	0.24%	44
2025 Q3	$76.2K	Hold	242	–	–	0.05%	86
2025 Q2	$70K	Buy	242 +42	+21%	+$10.7K	0.05%	93
2025 Q1	$49.1K	Hold	200	–	–	0.04%	113
2024 Q4	$47.9K	Hold	200	–	–	0.04%	92
2024 Q3	$42.2K	Buy	+200	New	+$42.1K	0.03%	93

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Atlantic Private Wealth's JPM Position: Q2 2026 in Review

Atlantic Private Wealth held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,114 shares worth $365K. The position accounts for 0.22% of the portfolio, ranked #45.

Atlantic Private Wealth first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. The position peaked at $373K in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Atlantic Private Wealth held 1,114 shares of JPMorgan Chase worth $365K as of Q2 2026.
Atlantic Private Wealth left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.22% of Atlantic Private Wealth's portfolio in Q2 2026, its #45 holding.
Atlantic Private Wealth first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
Atlantic Private Wealth's JPMorgan Chase position peaked at $373K in Q4 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.