BlueChip Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

BlueChip 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	$267K	Buy	816 +1	+0.1%	+$311	0.1%	147
2026 Q1	$240K	Sell	815 -34	-4%	-$10.3K	0.11%	131
2025 Q4	$273K	Sell	849 -171	-17%	-$52.9K	0.11%	132
2025 Q3	$322K	Sell	1,020 -1,398	-58%	-$416K	0.14%	112
2025 Q2	$701K	Buy	2,418 +55	+2%	+$14K	0.31%	63
2025 Q1	$580K	Buy	2,363 +138	+6%	+$35.2K	0.28%	72
2024 Q4	$533K	Buy	2,225 +163	+8%	+$38K	0.3%	71
2024 Q3	$435K	Sell	2,062 -37	-2%	-$7.79K	0.23%	91
2024 Q2	$425K	Buy	2,099 +197	+10%	+$38.5K	0.25%	84
2024 Q1	$381K	Buy	1,902 +1	+0.1%	+$180	0.25%	80
2023 Q4	$323K	Buy	+1,901	New	+$288K	0.23%	84

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

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

BlueChip Wealth Advisors increased its JPMorgan Chase (JPM) stake by 0.12% in Q2 2026, buying an estimated $311 and bringing the position to 816 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #147.

BlueChip Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $701K in Q2 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

BlueChip Wealth Advisors held 816 shares of JPMorgan Chase worth $267K as of Q2 2026.
BlueChip Wealth Advisors bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
JPMorgan Chase made up 0.1% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #147 holding.
BlueChip Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's JPMorgan Chase position peaked at $701K in Q2 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.