BCS Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

BCS Private 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	$11.8M	Sell	35,945 -3,092	-8%	-$960K	3.54%	3
2026 Q1	$11.5M	Buy	39,037 +2,647	+7%	+$803K	3.49%	4
2025 Q4	$11.7M	Sell	36,390 -2,203	-6%	-$682K	4.01%	3
2025 Q3	$12.2M	Sell	38,593 -310	-0.8%	-$92.2K	4.36%	3
2025 Q2	$11.3M	Buy	+38,903	New	+$9.93M	4.24%	4

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BCS Private Wealth Management's JPM Position: Q2 2026 in Review

BCS Private Wealth Management reduced its JPMorgan Chase (JPM) stake by 7.9% in Q2 2026, selling an estimated $960K and leaving 35,945 shares worth $11.8M. The position accounts for 3.54% of the portfolio, ranked #3.

BCS Private Wealth Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.2M in Q3 2025. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

BCS Private Wealth Management held 35,945 shares of JPMorgan Chase worth $11.8M as of Q2 2026.
BCS Private Wealth Management sold 3,092 JPMorgan Chase shares in Q2 2026, an estimated $960K.
JPMorgan Chase made up 3.54% of BCS Private Wealth Management's portfolio in Q2 2026, its #3 holding.
BCS Private Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's JPMorgan Chase position peaked at $12.2M in Q3 2025.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.