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BCS Wealth Management’s JPMorgan Chase JPM Stock Holding History

BCS 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 		$1.08M Buy
3,305
+329
+11% +$102K 0.19% 102
2026
Q1 		$875K Sell
2,976
-3,022
-50% -$917K 0.18% 109
2025
Q4 		$1.93M Buy
5,998
+3,822
+176% +$1.18M 0.2% 101
2025
Q3 		$686K Sell
2,176
-880
-29% -$262K 0.15% 118
2025
Q2 		$886K Buy
3,056
+783
+34% +$200K 0.19% 101
2025
Q1 		$557K Sell
2,273
-895
-28% -$228K 0.14% 138
2024
Q4 		$759K Buy
3,168
+62
+2% +$14.4K 0.19% 107
2024
Q3 		$655K Buy
3,106
+1,131
+57% +$238K 0.28% 73
2024
Q2 		$400K Buy
1,975
+39
+2% +$7.63K 0.19% 104
2024
Q1 		$388K Buy
1,936
+2
+0.1% +$361 0.12% 162
2023
Q4 		$329K Sell
1,934
-78
-4% -$11.8K 0.12% 156
2023
Q3 		$292K Buy
2,012
+443
+28% +$66.4K 0.12% 153
2023
Q2 		$228K Buy
+1,569
New +$216K 0.17% 104
2022
Q3 		– Sell
-3,137
Closed -$353K – 186
2022
Q2 		$353K Buy
+3,137
New +$389K 0.16% 122
2022
Q1 		– Sell
-6,336
Closed -$1M – 200
2021
Q4 		$1M Buy
6,336
+4,552
+255% +$748K 0.36% 64
2021
Q3 		$292K Buy
1,784
+23
+1% +$3.61K 0.12% 138
2021
Q2 		$274K Buy
1,761
+60
+4% +$9.42K 0.15% 130
2021
Q1 		$259K Buy
1,701
+57
+3% +$8.2K 0.12% 132
2020
Q4 		$209K Buy
+1,644
New +$184K 0.11% 137
2020
Q1 		– Sell
-1,814
Closed -$253K – 115
2019
Q4 		$253K Buy
+1,814
New +$233K 0.17% 93

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

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

BCS Wealth Management increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $102K and bringing the position to 3,305 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #102.

BCS Wealth Management first reported a position in JPM in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.93M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • BCS Wealth Management held 3,305 shares of JPMorgan Chase worth $1.08M as of Q2 2026.
  • BCS Wealth Management bought 329 JPMorgan Chase shares in Q2 2026, an estimated $102K.
  • JPMorgan Chase made up 0.19% of BCS Wealth Management's portfolio in Q2 2026, its #102 holding.
  • BCS Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 20 quarters since.
  • BCS Wealth Management's JPMorgan Chase position peaked at $1.93M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.