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Balboa Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Balboa Wealth Partners’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 		$3.42M Buy
10,462
+861
+9% +$267K 0.47% 36
2026
Q1 		$2.82M Sell
9,601
-1,246
-11% -$378K 0.47% 34
2025
Q4 		$3.5M Buy
10,847
+317
+3% +$98.1K 0.58% 31
2025
Q3 		$3.32M Sell
10,530
-76
-0.7% -$22.6K 0.57% 33
2025
Q2 		$3.07M Buy
10,606
+1,098
+12% +$280K 0.62% 31
2025
Q1 		$2.33M Sell
9,508
-1,121
-11% -$286K 0.56% 34
2024
Q4 		$2.55M Buy
10,629
+61
+0.6% +$14.2K 0.58% 28
2024
Q3 		$2.23M Buy
10,568
+648
+7% +$136K 0.55% 31
2024
Q2 		$2.01M Buy
9,920
+1,503
+18% +$294K 0.53% 30
2024
Q1 		$1.69M Buy
8,417
+1,530
+22% +$276K 0.5% 38
2023
Q4 		$1.17M Sell
6,887
-607
-8% -$92K 0.39% 40
2023
Q3 		$1.09M Buy
7,494
+331
+5% +$49.6K 0.41% 35
2023
Q2 		$1.04M Buy
7,163
+543
+8% +$74.7K 0.36% 47
2023
Q1 		$863K Sell
6,620
-246
-4% -$33.7K 0.33% 58
2022
Q4 		$921K Sell
6,866
-631
-8% -$80K 0.42% 59
2022
Q3 		$783K Buy
+7,497
New +$860K 0.34% 59

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 $3.38T AUM 44.17% 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

Balboa Wealth Partners's JPM Position: Q2 2026 in Review

Balboa Wealth Partners increased its JPMorgan Chase (JPM) stake by 9% in Q2 2026, buying an estimated $267K and bringing the position to 10,462 shares worth $3.42M. The position accounts for 0.47% of the portfolio, ranked #36.

Balboa Wealth Partners first reported a position in JPM in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.5M in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Balboa Wealth Partners held 10,462 shares of JPMorgan Chase worth $3.42M as of Q2 2026.
  • Balboa Wealth Partners bought 861 JPMorgan Chase shares in Q2 2026, an estimated $267K.
  • JPMorgan Chase made up 0.47% of Balboa Wealth Partners's portfolio in Q2 2026, its #36 holding.
  • Balboa Wealth Partners first reported a position in JPMorgan Chase in Q3 2022 and has held it in 16 quarters since.
  • Balboa Wealth Partners's JPMorgan Chase position peaked at $3.5M in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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