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Balanced Wealth Group’s JPMorgan Chase JPM Stock Holding History

Balanced Wealth Group’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 		$381K Buy
1,165
+149
+15% +$46.3K 0.12% 58
2026
Q1 		$299K Buy
1,016
+64
+7% +$19.4K 0.11% 62
2025
Q4 		$296K Buy
952
+4
+0.4% +$1.24K 0.11% 63
2025
Q3 		$275K Sell
948
-4
-0.4% -$1.19K 0.12% 61
2025
Q2 		$282K Buy
+952
New +$243K 0.12% 61
2025
Q1 		– Sell
-768
Closed -$205K – 69
2024
Q4 		$205K Buy
+768
New +$179K 0.09% 66
2024
Q2 		– Sell
-1,476
Closed -$291K – 70
2024
Q1 		$291K Buy
1,476
+12
+0.8% +$2.17K 0.13% 58
2023
Q4 		$249K Buy
+1,464
New +$222K 0.13% 58

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

Balanced Wealth Group's JPM Position: Q2 2026 in Review

Balanced Wealth Group increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $46.3K and bringing the position to 1,165 shares worth $381K. The position accounts for 0.12% of the portfolio, ranked #58.

Balanced Wealth Group first reported a position in JPM in Q4 2023 and has held it in 8 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Balanced Wealth Group held 1,165 shares of JPMorgan Chase worth $381K as of Q2 2026.
  • Balanced Wealth Group bought 149 JPMorgan Chase shares in Q2 2026, an estimated $46.3K.
  • JPMorgan Chase made up 0.12% of Balanced Wealth Group's portfolio in Q2 2026, its #58 holding.
  • Balanced Wealth Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 8 quarters since.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.