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 +1,856	+25%	+$576K	1.35%	11
2026 Q1	$2.21M	Buy	7,485 +425	+6%	+$129K	1.11%	15
2025 Q4	$2.27M	Buy	7,060 +38	+0.5%	+$11.8K	1.11%	13
2025 Q3	$2.18M	Sell	7,022 -85	-1%	-$25.3K	1.08%	14
2025 Q2	$2.06M	Sell	7,107 -115	-2%	-$29.3K	1.09%	17
2025 Q1	$1.76M	Sell	7,222 -849	-11%	-$216K	0.98%	17
2024 Q4	$1.93M	Sell	8,071 -762	-9%	-$177K	1.13%	14
2024 Q3	$1.83M	Buy	8,833 +117	+1%	+$24.6K	1.1%	13
2024 Q2	$1.79M	Sell	8,716 -225	-3%	-$44K	1.17%	14
2024 Q1	$1.78M	Buy	+8,941	New	+$1.61M	1.19%	14

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 $3.38T AUM 44.17% 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 increased its JPMorgan Chase (JPM) stake by 25% in Q2 2026, buying an estimated $576K and bringing the position to 9,341 shares worth $3.12M. The position accounts for 1.35% of the portfolio, ranked #11.

Bullock Wealth Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,154 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.
Bullock Wealth Management bought 1,856 JPMorgan Chase shares in Q2 2026, an estimated $576K.
JPMorgan Chase made up 1.35% of Bullock Wealth Management's portfolio in Q2 2026, its #11 holding.
Bullock Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
5,154 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.