Buckley Wealth Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.6M | Sell |
59,992
-103
| -0.2% | -$32K | 4.86% | 5 |
|
|
2026
Q1 | $17.7M | Buy |
60,095
+2,231
| +4% | +$677K | 4.51% | 7 |
|
|
2025
Q4 | $18.6M | Sell |
57,864
-583
| -1% | -$181K | 4.94% | 5 |
|
|
2025
Q3 | $18.4M | Sell |
58,447
-503
| -0.9% | -$150K | 5.05% | 6 |
|
|
2025
Q2 | $17.1M | Sell |
58,950
-2,071
| -3% | -$528K | 5.11% | 5 |
|
|
2025
Q1 | $15M | Sell |
61,021
-2,166
| -3% | -$552K | 4.66% | 5 |
|
|
2024
Q4 | $15.1M | Sell |
63,187
-647
| -1% | -$151K | 4.64% | 7 |
|
|
2024
Q3 | $13.5M | Sell |
63,834
-668
| -1% | -$141K | 4.15% | 7 |
|
|
2024
Q2 | $13M | Sell |
64,502
-349
| -0.5% | -$68.2K | 4.13% | 7 |
|
|
2024
Q1 | $13M | Sell |
64,851
-1,801
| -3% | -$325K | 4.17% | 7 |
|
|
2023
Q4 | $11.3M | Sell |
66,652
-770
| -1% | -$117K | 3.94% | 7 |
|
|
2023
Q3 | $9.78M | Sell |
67,422
-2,095
| -3% | -$314K | 3.66% | 8 |
|
|
2023
Q2 | $10.1M | Sell |
69,517
-251
| -0.4% | -$34.5K | 3.44% | 7 |
|
|
2023
Q1 | $9.09M | Sell |
69,768
-2,801
| -4% | -$384K | 3.35% | 7 |
|
|
2022
Q4 | $9.73M | Sell |
72,569
-2,976
| -4% | -$377K | 3.54% | 5 |
|
|
2022
Q3 | $7.89M | Sell |
75,545
-529
| -0.7% | -$60.7K | 2.91% | 9 |
|
|
2022
Q2 | $8.57M | Buy |
76,074
+18,394
| +32% | +$2.28M | 2.76% | 9 |
|
|
2022
Q1 | $7.86M | Buy |
57,680
+1,663
| +3% | +$245K | 2.13% | 11 |
|
|
2021
Q4 | $8.87M | Sell |
56,017
-628
| -1% | -$103K | 2.59% | 11 |
|
|
2021
Q3 | $9.27M | Sell |
56,645
-49
| -0.1% | -$7.68K | 3% | 9 |
|
|
2021
Q2 | $8.82M | Sell |
56,694
-83
| -0.1% | -$13K | 3.03% | 8 |
|
|
2021
Q1 | $8.64M | Sell |
56,777
-1,881
| -3% | -$271K | 3.2% | 9 |
|
|
2020
Q4 | $7.45M | Sell |
58,658
-526
| -0.9% | -$58.8K | 3.06% | 8 |
|
|
2020
Q3 | $5.7M | Sell |
59,184
-1,295
| -2% | -$127K | 2.56% | 14 |
|
|
2020
Q2 | $5.69M | Sell |
60,479
-496
| -0.8% | -$47.1K | 2.58% | 11 |
|
|
2020
Q1 | $5.49M | Buy |
60,975
+985
| +2% | +$120K | 2.98% | 10 |
|
|
2019
Q4 | $8.36M | Sell |
59,990
-1,843
| -3% | -$236K | 3.8% | 5 |
|
|
2019
Q3 | $7.28M | Sell |
61,833
-1,862
| -3% | -$211K | 3.56% | 6 |
|
|
2019
Q2 | $7.12M | Sell |
63,695
-530
| -0.8% | -$58.4K | 3.33% | 6 |
|
|
2019
Q1 | $6.5M | Buy |
64,225
+762
| +1% | +$78.5K | 3.08% | 10 |
|
|
2018
Q4 | $6.2M | Buy |
63,463
+7,928
| +14% | +$845K | 3.19% | 8 |
|
|
2018
Q3 | $6.27M | Sell |
55,535
-236
| -0.4% | -$26.8K | 2.74% | 10 |
|
|
2018
Q2 | $5.81M | Buy |
55,771
+570
| +1% | +$62.5K | 2.75% | 8 |
|
|
2018
Q1 | $6.07M | Sell |
55,201
-200
| -0.4% | -$22.6K | 3% | 6 |
|
|
2017
Q4 | $5.92M | Buy |
+55,401
| New | +$5.61M | 2.97% | 6 |
|
Other funds holding JPM
Buckley Wealth Management's JPM Position: Q2 2026 in Review
Buckley Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.17% in Q2 2026, selling an estimated $32K and leaving 59,992 shares worth $19.6M. The position accounts for 4.86% of the portfolio, ranked #5.
Buckley Wealth Management first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Buckley Wealth Management held 59,992 shares of JPMorgan Chase worth $19.6M as of Q2 2026.
- Buckley Wealth Management sold 103 JPMorgan Chase shares in Q2 2026, an estimated $32K.
- JPMorgan Chase made up 4.86% of Buckley Wealth Management's portfolio in Q2 2026, its #5 holding.
- Buckley Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.