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Badgley Phelps Wealth Managers’s JPMorgan Chase JPM Stock Holding History

Badgley Phelps Wealth Managers’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 		$89.9M Sell
274,631
-1,174
-0.4% -$365K 1.57% 14
2026
Q1 		$81.1M Sell
275,805
-45,797
-14% -$13.9M 1.62% 15
2025
Q4 		$104M Buy
321,602
+25,784
+9% +$7.98M 1.9% 12
2025
Q3 		$93.3M Sell
295,818
-1,750
-0.6% -$520K 1.96% 10
2025
Q2 		$86.3M Sell
297,568
-1,973
-0.7% -$503K 1.91% 12
2025
Q1 		$73.5M Sell
299,541
-3,032
-1% -$773K 1.77% 12
2024
Q4 		$72.5M Buy
302,573
+3,761
+1% +$876K 1.69% 11
2024
Q3 		$63M Buy
298,812
+2,122
+0.7% +$447K 1.46% 15
2024
Q2 		$60M Buy
296,690
+2,136
+0.7% +$418K 1.48% 15
2024
Q1 		$59M Buy
294,554
+5,168
+2% +$933K 1.48% 15
2023
Q4 		$49.2M Buy
289,386
+18,614
+7% +$2.82M 1.34% 19
2023
Q3 		$39.3M Buy
270,772
+8,808
+3% +$1.32M 1.34% 18
2023
Q2 		$38.1M Buy
261,964
+21,207
+9% +$2.92M 1.26% 18
2023
Q1 		$31.4M Buy
240,757
+4,568
+2% +$626K 1.15% 24
2022
Q4 		$31.7M Buy
236,189
+2,449
+1% +$310K 1.27% 22
2022
Q3 		$24.4M Buy
233,740
+3,315
+1% +$380K 1.05% 27
2022
Q2 		$25.9M Sell
230,425
-69,498
-23% -$8.61M 1.07% 27
2022
Q1 		$40.9M Sell
299,923
-1,916
-0.6% -$283K 1.42% 15
2021
Q4 		$47.8M Buy
301,839
+7,583
+3% +$1.25M 1.55% 12
2021
Q3 		$48.2M Buy
+294,256
New +$46.1M 1.75% 11

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Badgley Phelps Wealth Managers's JPM Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its JPMorgan Chase (JPM) stake by 0.43% in Q2 2026, selling an estimated $365K and leaving 274,631 shares worth $89.9M. The position accounts for 1.57% of the portfolio, ranked #14.

Badgley Phelps Wealth Managers first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. The position peaked at $104M in Q4 2025. 3,735 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Badgley Phelps Wealth Managers held 274,631 shares of JPMorgan Chase worth $89.9M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 1,174 JPMorgan Chase shares in Q2 2026, an estimated $365K.
  • JPMorgan Chase made up 1.57% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #14 holding.
  • Badgley Phelps Wealth Managers first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's JPMorgan Chase position peaked at $104M in Q4 2025.
  • 3,735 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.