Bernard Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bernard 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	$4.02M	Sell	12,270 -439	-3%	-$136K	1.48%	17
2026 Q1	$3.74M	Buy	12,709 +215	+2%	+$65.2K	1.6%	17
2025 Q4	$4.03M	Sell	12,494 -64	-0.5%	-$19.8K	1.63%	18
2025 Q3	$3.96M	Buy	12,558 +39	+0.3%	+$11.6K	1.65%	18
2025 Q2	$3.63M	Sell	12,519 -5,096	-29%	-$1.3M	1.68%	18
2025 Q1	$4.32M	Buy	17,615 +8,984	+104%	+$2.29M	2.11%	12
2024 Q4	$2.07M	Buy	+8,631	New	+$2.01M	0.97%	23

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

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

Bernard Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.5% in Q2 2026, selling an estimated $136K and leaving 12,270 shares worth $4.02M. The position accounts for 1.48% of the portfolio, ranked #17.

Bernard Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.32M in Q1 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Bernard Wealth Management held 12,270 shares of JPMorgan Chase worth $4.02M as of Q2 2026.
Bernard Wealth Management sold 439 JPMorgan Chase shares in Q2 2026, an estimated $136K.
JPMorgan Chase made up 1.48% of Bernard Wealth Management's portfolio in Q2 2026, its #17 holding.
Bernard Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's JPMorgan Chase position peaked at $4.32M in Q1 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.