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BLVD Private Wealth’s JPMorgan Chase JPM Stock Holding History

BLVD Private Wealth’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 		$381K Hold
1,164
– – 0.28% 45
2026
Q1 		$342K Hold
1,164
– – 0.3% 45
2025
Q4 		$375K Hold
1,164
– – 0.33% 42
2025
Q3 		$367K Hold
1,164
– – 0.32% 43
2025
Q2 		$337K Buy
+1,164
New +$297K 0.32% 44

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 $3.37T AUM 44.26% 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

BLVD Private Wealth's JPM Position: Q2 2026 in Review

BLVD Private Wealth held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,164 shares worth $381K. The position accounts for 0.28% of the portfolio, ranked #45.

BLVD Private Wealth first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • BLVD Private Wealth held 1,164 shares of JPMorgan Chase worth $381K as of Q2 2026.
  • BLVD Private Wealth left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.28% of BLVD Private Wealth's portfolio in Q2 2026, its #45 holding.
  • BLVD Private Wealth first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BLVD Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.