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Atticus Wealth Management’s JPMorgan Chase JPM Stock Holding History

Atticus 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 		$2.41M Sell
7,354
-59
-0.8% -$18.3K 0.57% 33
2026
Q1 		$2.18M Sell
7,413
-409
-5% -$124K 0.59% 29
2025
Q4 		$2.52M Sell
7,822
-7
-0.1% -$2.17K 0.62% 28
2025
Q3 		$2.47M Buy
7,829
+1,376
+21% +$409K 0.62% 29
2025
Q2 		$1.87M Buy
6,453
+2,551
+65% +$651K 0.51% 33
2025
Q1 		$957K Buy
3,902
+200
+5% +$51K 0.31% 43
2024
Q4 		$888K Buy
3,702
+106
+3% +$24.7K 0.28% 46
2024
Q3 		$758K Buy
3,596
+217
+6% +$45.7K 0.24% 51
2024
Q2 		$683K Buy
3,379
+241
+8% +$47.1K 0.22% 52
2024
Q1 		$629K Buy
3,138
+698
+29% +$126K 0.21% 60
2023
Q4 		$415K Buy
2,440
+35
+1% +$5.3K 0.15% 81
2023
Q3 		$349K Buy
2,405
+8
+0.3% +$1.2K 0.13% 90
2023
Q2 		$349K Sell
2,397
-132
-5% -$18.2K 0.13% 92
2023
Q1 		$330K Sell
2,529
-742
-23% -$102K 0.13% 95
2022
Q4 		$439K Sell
3,271
-101
-3% -$12.8K 0.18% 80
2022
Q3 		$380K Hold
3,372
– – 0.18% 76
2022
Q2 		$380K Sell
3,372
-27
-0.8% -$3.35K 0.16% 90
2022
Q1 		$463K Buy
3,399
+191
+6% +$28.2K 0.17% 92
2021
Q4 		$508K Buy
3,208
+863
+37% +$142K 0.2% 72
2021
Q3 		$384K Sell
2,345
-10
-0.4% -$1.57K 0.17% 72
2021
Q2 		$366K Buy
2,355
+384
+19% +$60.3K 0.16% 84
2021
Q1 		$300K Sell
1,971
-86
-4% -$12.4K 0.14% 85
2020
Q4 		$261K Buy
2,057
+210
+11% +$23.5K 0.13% 87
2020
Q3 		$178K Sell
1,847
-2,188
-54% -$215K 0.11% 91
2020
Q2 		$380K Sell
4,035
-82
-2% -$7.78K 0.25% 60
2020
Q1 		$371K Buy
4,117
+522
+15% +$63.4K 0.3% 51
2019
Q4 		$501K Buy
+3,595
New +$461K 0.32% 52

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

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

Atticus Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.8% in Q2 2026, selling an estimated $18.3K and leaving 7,354 shares worth $2.41M. The position accounts for 0.57% of the portfolio, ranked #33.

Atticus Wealth Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.52M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Atticus Wealth Management held 7,354 shares of JPMorgan Chase worth $2.41M as of Q2 2026.
  • Atticus Wealth Management sold 59 JPMorgan Chase shares in Q2 2026, an estimated $18.3K.
  • JPMorgan Chase made up 0.57% of Atticus Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Atticus Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Atticus Wealth Management's JPMorgan Chase position peaked at $2.52M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Atticus Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.