Berry Wealth Group’s JPMorgan Chase JPM Stock Holding History

Berry Wealth Group’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	$2.21M	Buy	6,766 +20	+0.3%	+$6.21K	7.12%	5
2026 Q1	$1.98M	Sell	6,746 -378	-5%	-$115K	7.42%	5
2025 Q4	$2.3M	Sell	7,124 -382	-5%	-$118K	8.06%	4
2025 Q3	$2.37M	Sell	7,506 -20,704	-73%	-$6.16M	7.73%	6
2025 Q2	$8.18M	Buy	28,210 +25	+0.1%	+$6.38K	5.72%	3
2025 Q1	$6.91M	Sell	28,185 -740	-3%	-$189K	5.41%	4
2024 Q4	$6.93M	Sell	28,925 -528	-2%	-$123K	5%	6
2024 Q3	$6.21M	Buy	29,453 +216	+0.7%	+$45.5K	4.45%	6
2024 Q2	$5.91M	Buy	29,237 +644	+2%	+$126K	4.72%	7
2024 Q1	$5.73M	Sell	28,593 -1,337	-4%	-$241K	4.75%	7
2023 Q4	$5.09M	Buy	+29,930	New	+$4.54M	4.68%	7

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

Berry Wealth Group's JPM Position: Q2 2026 in Review

Berry Wealth Group increased its JPMorgan Chase (JPM) stake by 0.3% in Q2 2026, buying an estimated $6.21K and bringing the position to 6,766 shares worth $2.21M. The position accounts for 7.12% of the portfolio, ranked #5.

Berry Wealth Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.18M in Q2 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Berry Wealth Group held 6,766 shares of JPMorgan Chase worth $2.21M as of Q2 2026.
Berry Wealth Group bought 20 JPMorgan Chase shares in Q2 2026, an estimated $6.21K.
JPMorgan Chase made up 7.12% of Berry Wealth Group's portfolio in Q2 2026, its #5 holding.
Berry Wealth Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Berry Wealth Group's JPMorgan Chase position peaked at $8.18M in Q2 2025.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.