Bullock Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bullock 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	$3.12M	Buy	+9,341	New	+$2.9M	1.35%	11

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

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

Bullock Wealth Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 9,341 shares worth $3.12M. The stake represents 1.35% of the portfolio and ranks #11 among its holdings.

5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Bullock Wealth Management held 9,341 shares of JPMorgan Chase worth $3.12M as of Q2 2026.
JPMorgan Chase was a new Bullock Wealth Management position in Q2 2026.
JPMorgan Chase made up 1.35% of Bullock Wealth Management's portfolio in Q2 2026, its #11 holding.
5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.