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Bernardo Wealth Planning’s JPMorgan Chase JPM Stock Holding History

Bernardo Wealth Planning’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 		$864K Sell
2,640
-7
-0.3% -$2.17K 0.15% 64
2026
Q1 		$779K Buy
2,647
+160
+6% +$48.6K 0.15% 63
2025
Q4 		$801K Buy
2,487
+45
+2% +$13.9K 0.15% 58
2025
Q3 		$770K Buy
2,442
+15
+0.6% +$4.46K 0.15% 55
2025
Q2 		$704K Buy
2,427
+74
+3% +$18.9K 0.15% 58
2025
Q1 		$577K Buy
2,353
+77
+3% +$19.6K 0.14% 61
2024
Q4 		$546K Buy
2,276
+26
+1% +$6.06K 0.13% 60
2024
Q3 		$505K Sell
2,250
-154
-6% -$32.4K 0.12% 64
2024
Q2 		$486K Sell
2,404
-199
-8% -$38.9K 0.13% 58
2024
Q1 		$521K Buy
2,603
+305
+13% +$55K 0.15% 57
2023
Q4 		$391K Buy
2,298
+54
+2% +$8.18K 0.12% 63
2023
Q3 		$325K Buy
2,244
+640
+40% +$95.9K 0.13% 64
2023
Q2 		$233K Sell
1,604
-22
-1% -$3.03K 0.09% 74
2023
Q1 		$212K Sell
1,626
-92
-5% -$12.6K 0.09% 83
2022
Q4 		$230K Sell
1,718
-140
-8% -$17.7K 0.11% 78
2022
Q3 		$227K Sell
1,858
-430
-19% -$49.3K 0.13% 76
2022
Q2 		$257K Buy
2,288
+260
+13% +$32.2K 0.15% 68
2022
Q1 		$276K Buy
2,028
+661
+48% +$97.6K 0.14% 71
2021
Q4 		$216K Buy
+1,367
New +$224K 0.11% 77
2021
Q1 		– Sell
-16,238
Closed -$2.06M – 110
2020
Q4 		$2.06M Buy
16,238
+574
+4% +$64.2K 0.8% 27
2020
Q3 		$1.51M Buy
15,664
+1,792
+13% +$176K 0.68% 28
2020
Q2 		$1.3M Sell
13,872
-24
-0.2% -$2.28K 0.7% 32
2020
Q1 		$1.25M Buy
13,896
+1,129
+9% +$137K 0.87% 28
2019
Q4 		$1.78M Buy
12,767
+3
+0% +$385 1.08% 20
2019
Q3 		$1.5M Sell
12,764
-951
-7% -$108K 1.09% 21
2019
Q2 		$1.53M Sell
13,715
-123
-0.9% -$13.6K 1.2% 22
2019
Q1 		$1.4M Buy
13,838
+555
+4% +$57.2K 1.11% 23
2018
Q4 		$1.3M Buy
+13,283
New +$1.42M 1.15% 20

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

Bernardo Wealth Planning's JPM Position: Q2 2026 in Review

Bernardo Wealth Planning reduced its JPMorgan Chase (JPM) stake by 0.26% in Q2 2026, selling an estimated $2.17K and leaving 2,640 shares worth $864K. The position accounts for 0.15% of the portfolio, ranked #64.

Bernardo Wealth Planning first reported a position in JPM in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.06M in Q4 2020. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bernardo Wealth Planning held 2,640 shares of JPMorgan Chase worth $864K as of Q2 2026.
  • Bernardo Wealth Planning sold 7 JPMorgan Chase shares in Q2 2026, an estimated $2.17K.
  • JPMorgan Chase made up 0.15% of Bernardo Wealth Planning's portfolio in Q2 2026, its #64 holding.
  • Bernardo Wealth Planning first reported a position in JPMorgan Chase in Q4 2018 and has held it in 28 quarters since.
  • Bernardo Wealth Planning's JPMorgan Chase position peaked at $2.06M in Q4 2020.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.