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BKM Wealth Management’s JPMorgan Chase JPM Stock Holding History

BKM 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 		$6.86M Buy
20,960
+1,505
+8% +$467K 2.43% 9
2026
Q1 		$5.72M Sell
19,455
-175
-0.9% -$53.1K 2.09% 8
2025
Q4 		$6.33M Buy
19,630
+1,763
+10% +$546K 2.31% 8
2025
Q3 		$5.64M Buy
17,867
+536
+3% +$159K 2.08% 8
2025
Q2 		$5.02M Buy
17,331
+35
+0.2% +$8.93K 1.96% 10
2025
Q1 		$4.24M Buy
17,296
+961
+6% +$245K 1.75% 10
2024
Q4 		$3.92M Buy
16,335
+938
+6% +$218K 1.61% 13
2024
Q3 		$3.25M Buy
15,397
+3,412
+28% +$719K 1.32% 18
2024
Q2 		$2.42M Sell
11,985
-2,675
-18% -$523K 1.17% 20
2024
Q1 		$2.94M Buy
14,660
+297
+2% +$53.6K 1.26% 17
2023
Q4 		$2.44M Buy
+14,363
New +$2.18M 1.04% 20

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 $3.37T AUM 44.26% 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

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

BKM Wealth Management increased its JPMorgan Chase (JPM) stake by 7.7% in Q2 2026, buying an estimated $467K and bringing the position to 20,960 shares worth $6.86M. The position accounts for 2.43% of the portfolio, ranked #9.

BKM Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • BKM Wealth Management held 20,960 shares of JPMorgan Chase worth $6.86M as of Q2 2026.
  • BKM Wealth Management bought 1,505 JPMorgan Chase shares in Q2 2026, an estimated $467K.
  • JPMorgan Chase made up 2.43% of BKM Wealth Management's portfolio in Q2 2026, its #9 holding.
  • BKM Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.