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Beverly Hills Private Wealth’s JPMorgan Chase JPM Stock Holding History

Beverly Hills Private Wealth’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
2024
Q2 		– Sell
-4,400
Closed -$881 – 358
2024
Q1 		$881 Hold
4,400
– – ﹤0.01% 356
2023
Q4 		$748 Buy
4,400
+2,000
+83% +$303K ﹤0.01% 335
2023
Q3 		$348 Buy
+2,400
New +$360K ﹤0.01% 296

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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's JPM Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2026, selling an estimated $1.59M and leaving 41,307 shares worth $13.5M. The position accounts for 2.58% of the portfolio, ranked #6.

Beverly Hills Private Wealth first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.1M in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Beverly Hills Private Wealth held 41,307 shares of JPMorgan Chase worth $13.5M as of Q2 2026.
  • Beverly Hills Private Wealth sold 5,126 JPMorgan Chase shares in Q2 2026, an estimated $1.59M.
  • JPMorgan Chase made up 2.58% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #6 holding.
  • Beverly Hills Private Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's JPMorgan Chase position peaked at $16.1M in Q3 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.