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Bernicke Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bernicke 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 		$3.5M Sell
10,706
-156
-1% -$48.4K 0.41% 22
2026
Q1 		$3.2M Sell
10,862
-63
-0.6% -$19.1K 0.41% 21
2025
Q4 		$3.52M Buy
+10,925
New +$3.38M 0.45% 21

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bernicke Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, selling an estimated $48.4K and leaving 10,706 shares worth $3.5M. The position accounts for 0.41% of the portfolio, ranked #22.

Bernicke Wealth Management first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.52M in Q4 2025. 4,482 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bernicke Wealth Management held 10,706 shares of JPMorgan Chase worth $3.5M as of Q2 2026.
  • Bernicke Wealth Management sold 156 JPMorgan Chase shares in Q2 2026, an estimated $48.4K.
  • JPMorgan Chase made up 0.41% of Bernicke Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Bernicke Wealth Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Bernicke Wealth Management's JPMorgan Chase position peaked at $3.52M in Q4 2025.
  • 4,482 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.