Bridgewealth Advisory Group’s JPMorgan Chase JPM Stock Holding History

Bridgewealth Advisory Group’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	$1.87M	Sell	5,703 -11	-0.2%	-$3.42K	0.35%	41
2026 Q1	$1.68M	Buy	5,714 +12	+0.2%	+$3.64K	0.35%	42
2025 Q4	$1.84M	Sell	5,702 -218	-4%	-$67.5K	0.41%	41
2025 Q3	$1.87M	Buy	5,920 +41	+0.7%	+$12.2K	0.43%	39
2025 Q2	$1.7M	Buy	+5,879	New	+$1.5M	0.43%	38
2025 Q1	–	Sell	-5,560	Closed	-$1.54M	–	77
2024 Q4	$1.54M	Buy	5,560 +568	+11%	+$132K	0.43%	40
2024 Q3	$1.05M	Buy	4,992 +1,290	+35%	+$272K	0.38%	38
2024 Q2	$749K	Buy	3,702 +11	+0.3%	+$2.15K	0.33%	41
2024 Q1	$739K	Sell	3,691 -406	-10%	-$73.3K	0.36%	40
2023 Q4	$697K	Sell	4,097 -135	-3%	-$20.5K	0.53%	33
2023 Q3	$614K	Buy	4,232 +3	+0.1%	+$450	0.75%	29
2023 Q2	$615K	Sell	4,229 -197	-4%	-$27.1K	1%	22
2023 Q1	$577K	Buy	4,426 +2	+0%	+$274	1.06%	21
2022 Q4	$593K	Buy	+4,424	New	+$561K	1.16%	18

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

Bridgewealth Advisory Group's JPM Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its JPMorgan Chase (JPM) stake by 0.19% in Q2 2026, selling an estimated $3.42K and leaving 5,703 shares worth $1.87M. The position accounts for 0.35% of the portfolio, ranked #41.

Bridgewealth Advisory Group first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.87M in Q3 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Bridgewealth Advisory Group held 5,703 shares of JPMorgan Chase worth $1.87M as of Q2 2026.
Bridgewealth Advisory Group sold 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
JPMorgan Chase made up 0.35% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #41 holding.
Bridgewealth Advisory Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
Bridgewealth Advisory Group's JPMorgan Chase position peaked at $1.87M in Q3 2025.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.