BCU Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

BCU Wealth Advisors’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	$308K	Buy	940 +96	+11%	+$29.8K	0.1%	58
2026 Q1	$248K	Buy	844 +4	+0.5%	+$1.21K	0.09%	56
2025 Q4	$271K	Buy	840 +4	+0.5%	+$1.24K	0.1%	54
2025 Q3	$264K	Buy	836 +3	+0.4%	+$892	0.11%	54
2025 Q2	$241K	Buy	833 +4	+0.5%	+$1.02K	0.11%	54
2025 Q1	$203K	Buy	+829	New	+$211K	0.11%	50

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

BCU Wealth Advisors's JPM Position: Q2 2026 in Review

BCU Wealth Advisors increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $29.8K and bringing the position to 940 shares worth $308K. The position accounts for 0.1% of the portfolio, ranked #58.

BCU Wealth Advisors first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

BCU Wealth Advisors held 940 shares of JPMorgan Chase worth $308K as of Q2 2026.
BCU Wealth Advisors bought 96 JPMorgan Chase shares in Q2 2026, an estimated $29.8K.
JPMorgan Chase made up 0.1% of BCU Wealth Advisors's portfolio in Q2 2026, its #58 holding.
BCU Wealth Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.