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Blodgett Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Blodgett Wealth Advisors’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 		$3.57M Buy
10,916
+126
+1% +$39.1K 2.39% 11
2026
Q1 		$3.17M Buy
10,790
+297
+3% +$90.1K 2.52% 10
2025
Q4 		$3.38M Buy
10,493
+2
+0% +$619 2.36% 10
2025
Q3 		$3.31M Sell
10,491
-649
-6% -$193K 2.28% 11
2025
Q2 		$3.23M Buy
11,140
+127
+1% +$32.4K 2.53% 10
2025
Q1 		$2.7M Buy
11,013
+251
+2% +$64K 2.3% 10
2024
Q4 		$2.58M Sell
10,762
-499
-4% -$116K 2.02% 9
2024
Q3 		$2.37M Buy
11,261
+203
+2% +$42.8K 2% 9
2024
Q2 		$2.24M Sell
11,058
-997
-8% -$195K 1.89% 9
2024
Q1 		$2.41M Buy
12,055
+374
+3% +$67.5K 2.18% 9
2023
Q4 		$1.99M Sell
11,681
-999
-8% -$151K 2.03% 9
2023
Q3 		$1.84M Sell
12,680
-999
-7% -$150K 2.02% 12
2023
Q2 		$1.99M Sell
13,679
-99
-0.7% -$13.6K 2.06% 9
2023
Q1 		$1.8M Sell
13,778
-148
-1% -$20.3K 2.08% 12
2022
Q4 		$1.87M Sell
13,926
-74
-0.5% -$9.38K 2.27% 14
2022
Q3 		$1.46M Sell
14,000
-461
-3% -$52.9K 1.75% 15
2022
Q2 		$1.63M Sell
14,461
-827
-5% -$102K 1.78% 15
2022
Q1 		$2.08M Sell
15,288
-1,947
-11% -$287K 1.74% 12
2021
Q4 		$2.73M Buy
+17,235
New +$2.83M 2.12% 8

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

Blodgett Wealth Advisors's JPM Position: Q2 2026 in Review

Blodgett Wealth Advisors increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $39.1K and bringing the position to 10,916 shares worth $3.57M. The position accounts for 2.39% of the portfolio, ranked #11.

Blodgett Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Blodgett Wealth Advisors held 10,916 shares of JPMorgan Chase worth $3.57M as of Q2 2026.
  • Blodgett Wealth Advisors bought 126 JPMorgan Chase shares in Q2 2026, an estimated $39.1K.
  • JPMorgan Chase made up 2.39% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Blodgett Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.