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BCGM Wealth Management’s JPMorgan Chase JPM Stock Holding History

BCGM 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 		$3.62M Buy
11,058
+286
+3% +$88.8K 0.77% 43
2026
Q1 		$3.17M Sell
10,772
-822
-7% -$249K 0.8% 44
2025
Q4 		$3.74M Sell
11,594
-4,179
-26% -$1.29M 0.95% 34
2025
Q3 		$4.98M Sell
15,773
-2,477
-14% -$737K 1.29% 21
2025
Q2 		$5.29M Sell
18,250
-75
-0.4% -$19.1K 1.49% 15
2025
Q1 		$4.5M Buy
18,325
+444
+2% +$113K 1.38% 17
2024
Q4 		$4.29M Sell
17,881
-2,534
-12% -$590K 1.36% 18
2024
Q3 		$4.3M Buy
20,415
+307
+2% +$64.7K 1.4% 17
2024
Q2 		$4.07M Buy
20,108
+1,047
+5% +$205K 1.41% 15
2024
Q1 		$3.82M Buy
19,061
+516
+3% +$93.1K 1.37% 17
2023
Q4 		$3.15M Buy
18,545
+111
+0.6% +$16.8K 1.28% 22
2023
Q3 		$2.67M Buy
18,434
+601
+3% +$90.1K 1.23% 22
2023
Q2 		$2.59M Buy
17,833
+1,030
+6% +$142K 1.14% 23
2023
Q1 		$2.19M Sell
16,803
-913
-5% -$125K 1.1% 23
2022
Q4 		$2.38M Buy
17,716
+664
+4% +$84.1K 1.16% 21
2022
Q3 		$2.17M Buy
17,052
+884
+5% +$101K 1.08% 26
2022
Q2 		$1.86M Sell
16,168
-355
-2% -$44K 0.95% 26
2022
Q1 		$1.97M Buy
16,523
+830
+5% +$123K 1.07% 24
2021
Q4 		$2.48M Buy
15,693
+392
+3% +$64.4K 1.34% 14
2021
Q3 		$2.6M Buy
15,301
+1,098
+8% +$172K 1.45% 14
2021
Q2 		$2.16M Buy
14,203
+798
+6% +$125K 1.28% 16
2021
Q1 		$2M Buy
13,405
+1,049
+8% +$151K 1.37% 16
2020
Q4 		$1.75M Buy
+12,356
New +$1.38M 1.24% 18

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

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

BCGM Wealth Management increased its JPMorgan Chase (JPM) stake by 2.7% in Q2 2026, buying an estimated $88.8K and bringing the position to 11,058 shares worth $3.62M. The position accounts for 0.77% of the portfolio, ranked #43.

BCGM Wealth Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.29M in Q2 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • BCGM Wealth Management held 11,058 shares of JPMorgan Chase worth $3.62M as of Q2 2026.
  • BCGM Wealth Management bought 286 JPMorgan Chase shares in Q2 2026, an estimated $88.8K.
  • JPMorgan Chase made up 0.77% of BCGM Wealth Management's portfolio in Q2 2026, its #43 holding.
  • BCGM Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • BCGM Wealth Management's JPMorgan Chase position peaked at $5.29M in Q2 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.