Boyd Wealth Management’s JPMorgan Chase JPM Stock Holding History

Boyd 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	$526K	Buy	1,608 +23	+1%	+$7.14K	0.2%	39
2026 Q1	$466K	Buy	1,585 +87	+6%	+$26.4K	0.2%	38
2025 Q4	$483K	Hold	1,498	–	–	0.2%	38
2025 Q3	$473K	Hold	1,498	–	–	0.2%	38
2025 Q2	$434K	Hold	1,498	–	–	0.19%	40
2025 Q1	$367K	Hold	1,498	–	–	0.18%	36
2024 Q4	$359K	Sell	1,498 -29	-2%	-$6.75K	0.18%	37
2024 Q3	$322K	Hold	1,527	–	–	0.16%	40
2024 Q2	$309K	Hold	1,527	–	–	0.17%	37
2024 Q1	$306K	Hold	1,527	–	–	0.17%	38
2023 Q4	$260K	Sell	1,527 -150	-9%	-$22.7K	0.16%	38
2023 Q3	$243K	Buy	1,677 +150	+10%	+$22.5K	0.16%	40
2023 Q2	$222K	Buy	+1,527	New	+$210K	0.13%	38
2023 Q1	–	Sell	-1,527	Closed	-$205K	–	42
2022 Q4	$205K	Buy	+1,527	New	+$193K	0.15%	41
2022 Q2	–	Sell	-1,527	Closed	-$208K	–	44
2022 Q1	$208K	Sell	1,527 -241	-14%	-$35.6K	0.16%	38
2021 Q4	$280K	Buy	+1,768	New	+$290K	0.2%	36

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Boyd Wealth Management increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $7.14K and bringing the position to 1,608 shares worth $526K. The position accounts for 0.2% of the portfolio, ranked #39.

Boyd Wealth Management first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Boyd Wealth Management held 1,608 shares of JPMorgan Chase worth $526K as of Q2 2026.
Boyd Wealth Management bought 23 JPMorgan Chase shares in Q2 2026, an estimated $7.14K.
JPMorgan Chase made up 0.2% of Boyd Wealth Management's portfolio in Q2 2026, its #39 holding.
Boyd Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.