Bright Futures Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bright Futures 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	$1.1M	Sell	3,357 -64	-2%	-$19.9K	0.71%	43
2026 Q1	$1.01M	Sell	3,421 -103	-3%	-$31.3K	0.69%	50
2025 Q4	$1.14M	Buy	3,524 +38	+1%	+$11.8K	0.84%	42
2025 Q3	$1.1M	Buy	+3,486	New	+$1.04M	0.86%	40
2025 Q1	$682K	Sell	2,980 -315	-10%	-$80.3K	0.75%	47
2024 Q4	$878K	Sell	3,295 -343	-9%	-$79.9K	0.78%	45
2024 Q3	$816K	Buy	3,638 +52	+1%	+$11K	0.39%	83
2024 Q2	$714K	Buy	3,586 +22	+0.6%	+$4.3K	0.39%	76
2024 Q1	$710K	Buy	+3,564	New	+$643K	0.38%	78

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

Bright Futures Wealth Management's JPM Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $19.9K and leaving 3,357 shares worth $1.1M. The position accounts for 0.71% of the portfolio, ranked #43.

Bright Futures Wealth Management first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Bright Futures Wealth Management held 3,357 shares of JPMorgan Chase worth $1.1M as of Q2 2026.
Bright Futures Wealth Management sold 64 JPMorgan Chase shares in Q2 2026, an estimated $19.9K.
JPMorgan Chase made up 0.71% of Bright Futures Wealth Management's portfolio in Q2 2026, its #43 holding.
Bright Futures Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's JPMorgan Chase position peaked at $1.14M in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.