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Blue Bell Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Blue Bell Private 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 		$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

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

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. 3,196 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.
  • 3,196 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.