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Boulder Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Boulder 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 		$279K Buy
854
+34
+4% +$10.6K 0.1% 28
2026
Q1 		$241K Buy
820
+46
+6% +$14K 0.1% 30
2025
Q4 		$249K Buy
+774
New +$240K 0.11% 34
2022
Q4 		$43K Buy
+320
New +$40.5K 0.04% 40

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

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

Boulder Wealth Advisors increased its JPMorgan Chase (JPM) stake by 4.1% in Q2 2026, buying an estimated $10.6K and bringing the position to 854 shares worth $279K. The position accounts for 0.1% of the portfolio, ranked #28.

Boulder Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 4 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Boulder Wealth Advisors held 854 shares of JPMorgan Chase worth $279K as of Q2 2026.
  • Boulder Wealth Advisors bought 34 JPMorgan Chase shares in Q2 2026, an estimated $10.6K.
  • JPMorgan Chase made up 0.1% of Boulder Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Boulder Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 4 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.