Blue Bell Private Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.28M | Sell |
3,908
-85
| -2% | -$26.4K | 0.16% | 105 |
|
|
2026
Q1 | $1.17M | Buy |
3,993
+176
| +5% | +$53.4K | 0.17% | 97 |
|
|
2025
Q4 | $1.23M | Buy |
3,817
+7
| +0.2% | +$2.17K | 0.18% | 91 |
|
|
2025
Q3 | $1.2M | Buy |
3,810
+163
| +4% | +$48.5K | 0.18% | 84 |
|
|
2025
Q2 | $1.06M | Buy |
3,647
+866
| +31% | +$221K | 0.18% | 83 |
|
|
2025
Q1 | $682K | Buy |
2,781
+187
| +7% | +$47.7K | 0.13% | 101 |
|
|
2024
Q4 | $622K | Buy |
2,594
+38
| +1% | +$8.85K | 0.12% | 106 |
|
|
2024
Q3 | $539K | Sell |
2,556
-388
| -13% | -$81.7K | 0.1% | 120 |
|
|
2024
Q2 | $595K | Sell |
2,944
-33
| -1% | -$6.45K | 0.12% | 102 |
|
|
2024
Q1 | $596K | Buy |
2,977
+25
| +0.8% | +$4.51K | 0.13% | 98 |
|
|
2023
Q4 | $502K | Buy |
2,952
+251
| +9% | +$38K | 0.12% | 98 |
|
|
2023
Q3 | $392K | Buy |
2,701
+106
| +4% | +$15.9K | 0.11% | 101 |
|
|
2023
Q2 | $377K | Buy |
2,595
+500
| +24% | +$68.8K | 0.1% | 102 |
|
|
2023
Q1 | $273K | Hold |
2,095
| – | – | 0.08% | 104 |
|
|
2022
Q4 | $281K | Sell |
2,095
-145
| -6% | -$18.4K | 0.09% | 98 |
|
|
2022
Q3 | $234K | Hold |
2,240
| – | – | 0.08% | 97 |
|
|
2022
Q2 | $252K | Buy |
2,240
+13
| +0.6% | +$1.61K | 0.08% | 92 |
|
|
2022
Q1 | $304K | Hold |
2,227
| – | – | 0.09% | 84 |
|
|
2021
Q4 | $353K | Buy |
+2,227
| New | +$366K | 0.09% | 75 |
|
|
2016
Q4 | – | Sell |
-2,676
| Closed | -$179K | – | 337 |
|
|
2016
Q3 | $179K | Buy |
2,676
+275
| +11% | +$17.9K | 0.1% | 100 |
|
|
2016
Q2 | $150K | Sell |
2,401
-320
| -12% | -$20K | 0.1% | 108 |
|
|
2016
Q1 | $161K | Buy |
2,721
+740
| +37% | +$43.2K | 0.11% | 105 |
|
|
2015
Q4 | $131K | Hold |
1,981
| – | – | 0.09% | 125 |
|
|
2015
Q3 | $121K | Hold |
1,981
| – | – | 0.08% | 130 |
|
|
2015
Q2 | $134K | Hold |
1,981
| – | – | 0.08% | 123 |
|
|
2015
Q1 | $120K | Hold |
1,981
| – | – | 0.07% | 131 |
|
|
2014
Q4 | $123K | Hold |
1,981
| – | – | 0.07% | 134 |
|
|
2014
Q3 | $119K | Hold |
1,981
| – | – | 0.07% | 144 |
|
|
2014
Q2 | $114K | Sell |
1,981
-149
| -7% | -$8.38K | 0.07% | 138 |
|
|
2014
Q1 | $129K | Hold |
2,130
| – | – | 0.09% | 108 |
|
|
2013
Q4 | $125K | Buy |
+2,130
| New | +$117K | 0.1% | 108 |
|
Other funds holding JPM
Blue Bell Private Wealth Management's JPM Position: Q2 2026 in Review
Blue Bell Private Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $26.4K and leaving 3,908 shares worth $1.28M. The position accounts for 0.16% of the portfolio, ranked #105.
Blue Bell Private Wealth Management first reported a position in JPM in Q4 2013 and has held it in 31 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Blue Bell Private Wealth Management held 3,908 shares of JPMorgan Chase worth $1.28M as of Q2 2026.
- Blue Bell Private Wealth Management sold 85 JPMorgan Chase shares in Q2 2026, an estimated $26.4K.
- JPMorgan Chase made up 0.16% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #105 holding.
- Blue Bell Private Wealth Management first reported a position in JPMorgan Chase in Q4 2013 and has held it in 31 quarters since.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.