BWM
JPM icon

Bulltick Wealth Management’s JPMorgan Chase JPM Stock Holding History

Bulltick 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 		$1.32M Sell
4,024
-2,982
-43% -$926K 0.27% 54
2026
Q1 		$2.06M Buy
7,006
+2,509
+56% +$761K 0.46% 53
2025
Q4 		$1.45M Sell
4,497
-514
-10% -$159K 0.31% 61
2025
Q3 		$1.58M Sell
5,011
-2,373
-32% -$706K 0.37% 58
2025
Q2 		$2.14M Sell
7,384
-3,100
-30% -$791K 0.53% 49
2025
Q1 		$2.57M Buy
10,484
+561
+6% +$143K 0.68% 42
2024
Q4 		$2.38M Sell
9,923
-9,887
-50% -$2.3M 0.55% 42
2024
Q3 		$4.18M Buy
+19,810
New +$4.17M 1.01% 31
2024
Q2 		– Sell
-3,409
Closed -$683K – 107
2024
Q1 		$683K Sell
3,409
-3,454
-50% -$623K 0.12% 74
2023
Q4 		$1.17M Sell
6,863
-1,934
-22% -$293K 0.27% 65
2023
Q3 		$1.28M Buy
8,797
+2,407
+38% +$361K 0.31% 62
2023
Q2 		$929K Sell
6,390
-3,555
-36% -$489K 0.21% 72
2023
Q1 		$1.3M Buy
9,945
+412
+4% +$56.5K 0.34% 47
2022
Q4 		$1.28M Sell
9,533
-15,164
-61% -$1.92M 0.36% 46
2022
Q3 		$2.58M Buy
24,697
+523
+2% +$60K 0.77% 36
2022
Q2 		$2.72M Buy
24,174
+6,013
+33% +$745K 0.73% 36
2022
Q1 		$2.48M Buy
18,161
+3,350
+23% +$494K 0.56% 39
2021
Q4 		$2.35M Sell
14,811
-1
-0% -$164 0.46% 42
2021
Q3 		$2.42M Sell
14,812
-1,501
-9% -$235K 0.55% 39
2021
Q2 		$2.54M Buy
16,313
+12,221
+299% +$1.92M 0.59% 37
2021
Q1 		$623K Sell
4,092
-19,009
-82% -$2.73M 0.17% 50
2020
Q4 		$2.94M Buy
+23,101
New +$2.58M 0.86% 31

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

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

Bulltick Wealth Management reduced its JPMorgan Chase (JPM) stake by 43% in Q2 2026, selling an estimated $926K and leaving 4,024 shares worth $1.32M. The position accounts for 0.27% of the portfolio, ranked #54.

Bulltick Wealth Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.18M in Q3 2024. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Bulltick Wealth Management held 4,024 shares of JPMorgan Chase worth $1.32M as of Q2 2026.
  • Bulltick Wealth Management sold 2,982 JPMorgan Chase shares in Q2 2026, an estimated $926K.
  • JPMorgan Chase made up 0.27% of Bulltick Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Bulltick Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Bulltick Wealth Management's JPMorgan Chase position peaked at $4.18M in Q3 2024.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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