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Atlas Wealth’s JPMorgan Chase JPM Stock Holding History

Atlas 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 		$8.18M Sell
24,980
-227
-0.9% -$70.5K 1.17% 25
2026
Q1 		$7.41M Sell
25,207
-999
-4% -$303K 2.22% 13
2025
Q4 		$8.44M Sell
26,206
-387
-1% -$120K 2.56% 12
2025
Q3 		$8.39M Sell
26,593
-931
-3% -$277K 2.71% 11
2025
Q2 		$7.99M Sell
27,524
-137
-0.5% -$35K 2.92% 10
2025
Q1 		$6.79M Sell
27,661
-943
-3% -$240K 2.65% 10
2024
Q4 		$6.86M Sell
28,604
-275
-1% -$64.1K 2.59% 10
2024
Q3 		$6.09M Sell
28,879
-29,221
-50% -$6.15M 2.63% 12
2024
Q2 		$12.1M Buy
58,100
+28,773
+98% +$5.63M 1.43% 19
2024
Q1 		$5.87M Sell
29,327
-96
-0.3% -$17.3K 2.87% 12
2023
Q4 		$4.27M Hold
29,423
– – 2.32% 12
2023
Q3 		$4.27M Sell
29,423
-309
-1% -$46.3K 0.8% 34
2023
Q2 		$4.57M Sell
29,732
-53
-0.2% -$7.29K 0.84% 33
2023
Q1 		$3.88M Sell
29,785
-675
-2% -$92.5K 0.76% 34
2022
Q4 		$4.08M Buy
+30,460
New +$3.86M 1.1% 24

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

Atlas Wealth's JPM Position: Q2 2026 in Review

Atlas Wealth reduced its JPMorgan Chase (JPM) stake by 0.9% in Q2 2026, selling an estimated $70.5K and leaving 24,980 shares worth $8.18M. The position accounts for 1.17% of the portfolio, ranked #25.

Atlas Wealth first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.1M in Q2 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Atlas Wealth held 24,980 shares of JPMorgan Chase worth $8.18M as of Q2 2026.
  • Atlas Wealth sold 227 JPMorgan Chase shares in Q2 2026, an estimated $70.5K.
  • JPMorgan Chase made up 1.17% of Atlas Wealth's portfolio in Q2 2026, its #25 holding.
  • Atlas Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Atlas Wealth's JPMorgan Chase position peaked at $12.1M in Q2 2024.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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