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BNC Wealth Management’s JPMorgan Chase JPM Stock Holding History

BNC 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 		$8.56M Sell
26,141
-178
-0.7% -$55.3K 2.07% 14
2026
Q1 		$7.74M Sell
26,319
-1,484
-5% -$450K 2.15% 11
2025
Q4 		$8.96M Buy
27,803
+618
+2% +$191K 2.3% 10
2025
Q3 		$8.57M Buy
27,185
+552
+2% +$164K 2.17% 12
2025
Q2 		$7.72M Buy
26,633
+614
+2% +$157K 2.29% 11
2025
Q1 		$6.38M Buy
26,019
+1,156
+5% +$295K 2.3% 9
2024
Q4 		$5.96M Buy
24,863
+1,181
+5% +$275K 1.96% 13
2024
Q3 		$4.99M Buy
23,682
+511
+2% +$108K 1.84% 18
2024
Q2 		$4.69M Buy
23,171
+16,315
+238% +$3.19M 1.74% 17
2024
Q1 		$1.37M Buy
6,856
+896
+15% +$162K 0.59% 47
2023
Q4 		$1.01M Sell
5,960
-2
-0% -$303 0.48% 49
2023
Q3 		$865K Sell
5,962
-505
-8% -$75.7K 0.46% 55
2023
Q2 		$941K Sell
6,467
-23,079
-78% -$3.17M 0.5% 53
2023
Q1 		$3.85M Buy
29,546
+2,573
+10% +$353K 2.15% 9
2022
Q4 		$3.62M Sell
26,973
-197
-0.7% -$25K 2.14% 11
2022
Q3 		$2.84M Sell
27,170
-1,957
-7% -$225K 1.72% 15
2022
Q2 		$3.28M Buy
29,127
+22,914
+369% +$2.84M 1.71% 13
2022
Q1 		$847K Sell
6,213
-547
-8% -$80.7K 0.42% 57
2021
Q4 		$1.07M Buy
6,760
+35
+0.5% +$5.75K 0.51% 53
2021
Q3 		$1.1M Buy
6,725
+101
+2% +$15.8K 0.65% 48
2021
Q2 		$1.03M Buy
6,624
+49
+0.7% +$7.7K 0.62% 48
2021
Q1 		$1M Sell
6,575
-6
-0.1% -$863 0.71% 47
2020
Q4 		$836K Hold
6,581
– – 0.53% 60
2020
Q3 		$634K Buy
+6,581
New +$646K 0.45% 58

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

BNC Wealth Management's JPM Position: Q2 2026 in Review

BNC Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.68% in Q2 2026, selling an estimated $55.3K and leaving 26,141 shares worth $8.56M. The position accounts for 2.07% of the portfolio, ranked #14.

BNC Wealth Management first reported a position in JPM in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.96M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • BNC Wealth Management held 26,141 shares of JPMorgan Chase worth $8.56M as of Q2 2026.
  • BNC Wealth Management sold 178 JPMorgan Chase shares in Q2 2026, an estimated $55.3K.
  • JPMorgan Chase made up 2.07% of BNC Wealth Management's portfolio in Q2 2026, its #14 holding.
  • BNC Wealth Management first reported a position in JPMorgan Chase in Q3 2020 and has held it in 24 quarters since.
  • BNC Wealth Management's JPMorgan Chase position peaked at $8.96M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.