Beta Wealth Group’s JPMorgan Chase JPM Stock Holding History

Beta 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	$279K	Buy	852 +3	+0.4%	+$932	0.1%	106
2026 Q1	$250K	Buy	849 +159	+23%	+$48.3K	0.1%	106
2025 Q4	$222K	Buy	690 +1	+0.1%	+$310	0.09%	110
2025 Q3	$217K	Sell	689 -3	-0.4%	-$892	0.09%	110
2025 Q2	$201K	Sell	692 -227	-25%	-$57.9K	0.07%	103
2025 Q1	$226K	Buy	919 +1	+0.1%	+$255	0.08%	97
2024 Q4	$220K	Buy	+918	New	+$214K	0.1%	101
2023 Q2	–	Sell	-27,355	Closed	-$3.56M	–	105
2023 Q1	$3.56M	Buy	+27,355	New	+$3.75M	2.04%	17
2022 Q4	–	Sell	-2,700	Closed	-$282K	–	100
2022 Q3	$282K	Buy	+2,700	New	+$310K	0.2%	70
2014 Q1	–	Sell	-3,421	Closed	-$200K	–	21
2013 Q4	$200K	Buy	+3,421	New	+$187K	2.53%	18

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

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

Beta Wealth Group increased its JPMorgan Chase (JPM) stake by 0.35% in Q2 2026, buying an estimated $932 and bringing the position to 852 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #106.

Beta Wealth Group first reported a position in JPM in Q4 2013 and has held it in 10 quarters since. The position peaked at $3.56M in Q1 2023. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Beta Wealth Group held 852 shares of JPMorgan Chase worth $279K as of Q2 2026.
Beta Wealth Group bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
JPMorgan Chase made up 0.1% of Beta Wealth Group's portfolio in Q2 2026, its #106 holding.
Beta Wealth Group first reported a position in JPMorgan Chase in Q4 2013 and has held it in 10 quarters since.
Beta Wealth Group's JPMorgan Chase position peaked at $3.56M in Q1 2023.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.