Ball & Co Wealth Management’s JPMorgan Chase JPM Stock Holding History

Ball & Co 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	$280K	Buy	856 +4	+0.5%	+$1.24K	0.2%	23
2026 Q1	$250K	Buy	852 +4	+0.5%	+$1.21K	0.21%	20
2025 Q4	$273K	Buy	848 +4	+0.5%	+$1.24K	0.18%	26
2025 Q3	$266K	Buy	844 +4	+0.5%	+$1.19K	0.18%	23
2025 Q2	$243K	Buy	840 +5	+0.6%	+$1.28K	0.26%	15
2025 Q1	$204K	Buy	835 +4	+0.5%	+$1.02K	0.22%	17
2024 Q4	$199K	Buy	+831	New	+$194K	0.16%	20

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ball & Co Wealth Management's JPM Position: Q2 2026 in Review

Ball & Co Wealth Management increased its JPMorgan Chase (JPM) stake by 0.47% in Q2 2026, buying an estimated $1.24K and bringing the position to 856 shares worth $280K. The position accounts for 0.2% of the portfolio, ranked #23.

Ball & Co Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ball & Co Wealth Management held 856 shares of JPMorgan Chase worth $280K as of Q2 2026.
Ball & Co Wealth Management bought 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
JPMorgan Chase made up 0.2% of Ball & Co Wealth Management's portfolio in Q2 2026, its #23 holding.
Ball & Co Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.