C2C Wealth Management’s JPMorgan Chase JPM Stock Holding History

C2C 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	$204K	Buy	+622	New	+$193K	0.16%	88
2026 Q1	–	Sell	-622	Closed	-$200K	–	94
2025 Q4	$200K	Buy	+622	New	+$193K	0.17%	85
2023 Q4	–	Sell	-19,732	Closed	-$2.82M	–	165
2023 Q3	$2.82M	Buy	19,732 +59	+0.3%	+$8.84K	0.4%	21
2023 Q2	$3.01M	Sell	19,673 -352	-2%	-$48.4K	0.4%	21
2023 Q1	$2.57M	Sell	20,025 -130	-0.6%	-$17.8K	0.42%	24
2022 Q4	$2.72M	Sell	20,155 -329	-2%	-$41.7K	0.47%	19
2022 Q3	$2.31M	Sell	20,484 -117	-0.6%	-$13.4K	0.45%	26
2022 Q2	$2.36M	Sell	20,601 -1,100	-5%	-$136K	0.43%	28
2022 Q1	$2.88M	Sell	21,701 -58	-0.3%	-$8.56K	0.49%	25
2021 Q4	$3.44M	Buy	+21,759	New	+$3.57M	0.49%	20

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

C2C Wealth Management's JPM Position: Q2 2026 in Review

C2C Wealth Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 622 shares worth $204K. The stake represents 0.16% of the portfolio and ranks #88 among its holdings. This is a return to the name: C2C Wealth Management previously reported a position in JPM as recently as Q4 2025.

C2C Wealth Management first reported a position in JPM in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.44M in Q4 2021. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

C2C Wealth Management held 622 shares of JPMorgan Chase worth $204K as of Q2 2026.
JPMorgan Chase was a new C2C Wealth Management position in Q2 2026.
JPMorgan Chase made up 0.16% of C2C Wealth Management's portfolio in Q2 2026, its #88 holding.
C2C Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 10 quarters since.
C2C Wealth Management's JPMorgan Chase position peaked at $3.44M in Q4 2021.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.