Blue Zone Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Blue Zone 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	$483K	Buy	1,477 +2	+0.1%	+$621	0.08%	81
2026 Q1	$434K	Buy	1,475 +14	+1%	+$4.25K	0.09%	86
2025 Q4	$471K	Hold	1,461	–	–	0.09%	96
2025 Q3	$461K	Buy	1,461 +498	+52%	+$148K	0.09%	91
2025 Q2	$279K	Buy	+963	New	+$246K	0.07%	91
2023 Q1	–	Sell	-1,981	Closed	-$266K	–	86
2022 Q4	$266K	Sell	1,981 -29,087	-94%	-$3.69M	0.14%	72
2022 Q3	$3.25M	Sell	31,068 -66	-0.2%	-$7.57K	1.68%	17
2022 Q2	$3.51M	Hold	31,134	–	–	1.59%	18
2022 Q1	$4.24M	Sell	31,134 -2,543	-8%	-$375K	1.58%	22
2021 Q4	$5.33M	Buy	33,677 +315	+0.9%	+$51.7K	1.76%	13
2021 Q3	$5.46M	Sell	33,362 -237	-0.7%	-$37.2K	1.89%	11
2021 Q2	$5.23M	Sell	33,599 -14	-0%	-$2.2K	1.96%	13
2021 Q1	$5.12M	Sell	33,613 -578	-2%	-$83.2K	2.18%	9
2020 Q4	$4.34M	Buy	34,191 +470	+1%	+$52.5K	2.1%	10
2020 Q3	$3.25M	Sell	33,721 -6,112	-15%	-$600K	1.83%	16
2020 Q2	$3.75M	Buy	39,833 +35,760	+878%	+$3.39M	2.09%	13
2020 Q1	$367K	Buy	4,073 +207	+5%	+$25.1K	0.34%	36
2019 Q4	$539K	Buy	+3,866	New	+$496K	0.35%	30

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Blue Zone Wealth Advisors's JPM Position: Q2 2026 in Review

Blue Zone Wealth Advisors increased its JPMorgan Chase (JPM) stake by 0.14% in Q2 2026, buying an estimated $621 and bringing the position to 1,477 shares worth $483K. The position accounts for 0.08% of the portfolio, ranked #81.

Blue Zone Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 18 quarters since. The position peaked at $5.46M in Q3 2021. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Blue Zone Wealth Advisors held 1,477 shares of JPMorgan Chase worth $483K as of Q2 2026.
Blue Zone Wealth Advisors bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
JPMorgan Chase made up 0.08% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #81 holding.
Blue Zone Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 18 quarters since.
Blue Zone Wealth Advisors's JPMorgan Chase position peaked at $5.46M in Q3 2021.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.