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Buck Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Buck Wealth Strategies’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 		$19.4M Buy
59,289
+3,389
+6% +$1.05M 2.03% 9
2026
Q1 		$16.4M Buy
55,900
+1,377
+3% +$418K 2.03% 12
2025
Q4 		$17.6M Buy
54,523
+1,996
+4% +$618K 2.23% 11
2025
Q3 		$16.6M Buy
52,527
+311
+0.6% +$92.5K 2.27% 9
2025
Q2 		$15.1M Buy
52,216
+11,674
+29% +$2.98M 2.31% 10
2025
Q1 		$9.94M Sell
40,542
-744
-2% -$190K 1.81% 20
2024
Q4 		$9.9M Buy
41,286
+667
+2% +$155K 2.06% 19
2024
Q3 		$8.56M Sell
40,619
-4,970
-11% -$1.05M 2.7% 7
2024
Q2 		$9.22M Buy
45,589
+42,478
+1,365% +$8.3M 2.72% 11
2024
Q1 		$623K Sell
3,111
-43,904
-93% -$7.92M 0.21% 52
2023
Q4 		$8M Buy
47,015
+4,934
+12% +$748K 2.96% 8
2023
Q3 		$6.1M Buy
42,081
+115
+0.3% +$17.2K 2.45% 8
2023
Q2 		$6.1M Buy
41,966
+2,352
+6% +$323K 2.65% 7
2023
Q1 		$5.16M Buy
+39,614
New +$5.43M 2.52% 15
2022
Q3 		$5.64M Buy
+38,897
New +$4.46M 2.64% 9

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

Buck Wealth Strategies's JPM Position: Q2 2026 in Review

Buck Wealth Strategies increased its JPMorgan Chase (JPM) stake by 6.1% in Q2 2026, buying an estimated $1.05M and bringing the position to 59,289 shares worth $19.4M. The position accounts for 2.03% of the portfolio, ranked #9.

Buck Wealth Strategies first reported a position in JPM in Q3 2022 and has held it in 15 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Buck Wealth Strategies held 59,289 shares of JPMorgan Chase worth $19.4M as of Q2 2026.
  • Buck Wealth Strategies bought 3,389 JPMorgan Chase shares in Q2 2026, an estimated $1.05M.
  • JPMorgan Chase made up 2.03% of Buck Wealth Strategies's portfolio in Q2 2026, its #9 holding.
  • Buck Wealth Strategies first reported a position in JPMorgan Chase in Q3 2022 and has held it in 15 quarters since.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.