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BIP Wealth’s JPMorgan Chase JPM Stock Holding History

BIP 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
2026
Q2 		$4.89M Buy
14,948
+2,019
+16% +$627K 0.14% 112
2026
Q1 		$3.8M Sell
12,929
-2,482
-16% -$753K 0.15% 90
2025
Q4 		$4.97M Buy
15,411
+8,121
+111% +$2.51M 0.18% 85
2025
Q3 		$2.3M Buy
7,290
+1,975
+37% +$587K 0.11% 80
2025
Q2 		$1.54M Buy
5,315
+655
+14% +$167K 0.09% 81
2025
Q1 		$1.14M Sell
4,660
-26
-0.6% -$6.63K 0.07% 90
2024
Q4 		$1.12M Buy
4,686
+1,226
+35% +$286K 0.08% 93
2024
Q3 		$730K Buy
3,460
+163
+5% +$34.3K 0.05% 110
2024
Q2 		$667K Sell
3,297
-769
-19% -$150K 0.05% 99
2024
Q1 		$814K Buy
4,066
+1,658
+69% +$299K 0.06% 96
2023
Q4 		$410K Sell
2,408
-261
-10% -$39.6K 0.03% 127
2023
Q3 		$387K Buy
2,669
+98
+4% +$14.7K 0.04% 120
2023
Q2 		$374K Sell
2,571
-354
-12% -$48.7K 0.03% 124
2023
Q1 		$381K Buy
+2,925
New +$401K 0.04% 128

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

BIP Wealth's JPM Position: Q2 2026 in Review

BIP Wealth increased its JPMorgan Chase (JPM) stake by 16% in Q2 2026, buying an estimated $627K and bringing the position to 14,948 shares worth $4.89M. The position accounts for 0.14% of the portfolio, ranked #112.

BIP Wealth first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.97M in Q4 2025. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • BIP Wealth held 14,948 shares of JPMorgan Chase worth $4.89M as of Q2 2026.
  • BIP Wealth bought 2,019 JPMorgan Chase shares in Q2 2026, an estimated $627K.
  • JPMorgan Chase made up 0.14% of BIP Wealth's portfolio in Q2 2026, its #112 holding.
  • BIP Wealth first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's JPMorgan Chase position peaked at $4.97M in Q4 2025.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.