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Cahaba Wealth Management’s JPMorgan Chase JPM Stock Holding History

Cahaba 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 		$947K Buy
2,893
+141
+5% +$43.8K 0.06% 63
2026
Q1 		$810K Buy
2,752
+227
+9% +$68.9K 0.06% 66
2025
Q4 		$814K Sell
2,525
-20
-0.8% -$6.19K 0.06% 65
2025
Q3 		$803K Buy
2,545
+45
+2% +$13.4K 0.06% 66
2025
Q2 		$725K Sell
2,500
-115
-4% -$29.3K 0.06% 69
2025
Q1 		$641K Sell
2,615
-16
-0.6% -$4.08K 0.05% 76
2024
Q4 		$631K Buy
2,631
+2
+0.1% +$466 0.05% 77
2024
Q3 		$554K Sell
2,629
-241
-8% -$50.8K 0.05% 85
2024
Q2 		$580K Sell
2,870
-367
-11% -$71.7K 0.05% 76
2024
Q1 		$648K Sell
3,237
-44
-1% -$7.94K 0.06% 71
2023
Q4 		$558K Sell
3,281
-8
-0.2% -$1.21K 0.06% 74
2023
Q3 		$477K Sell
3,289
-341
-9% -$51.1K 0.05% 79
2023
Q2 		$528K Sell
3,630
-35
-1% -$4.81K 0.06% 77
2023
Q1 		$478K Sell
3,665
-5
-0.1% -$685 0.05% 82
2022
Q4 		$492K Sell
3,670
-93
-2% -$11.8K 0.06% 80
2022
Q3 		$393K Buy
3,763
+142
+4% +$16.3K 0.05% 84
2022
Q2 		$407K Buy
3,621
+260
+8% +$32.2K 0.06% 84
2022
Q1 		$401K Buy
3,361
+790
+31% +$117K 0.06% 92
2021
Q4 		$407K Buy
2,571
+379
+17% +$62.2K 0.05% 100
2021
Q3 		$358K Buy
+2,192
New +$344K 0.05% 99
2021
Q2 		– Sell
-1,514
Closed -$230K – 87
2021
Q1 		$230K Sell
1,514
-558
-27% -$80.3K 0.04% 79
2020
Q4 		$277K Buy
+2,072
New +$232K 0.05% 77
2020
Q1 		– Sell
-1,462
Closed -$203K – 79
2019
Q4 		$203K Buy
+1,462
New +$188K 0.05% 75
2018
Q4 		– Sell
-1,766
Closed -$200K – 75
2018
Q3 		$200K Buy
+1,766
New +$200K 0.07% 67

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

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

Cahaba Wealth Management increased its JPMorgan Chase (JPM) stake by 5.1% in Q2 2026, buying an estimated $43.8K and bringing the position to 2,893 shares worth $947K. The position accounts for 0.06% of the portfolio, ranked #63.

Cahaba Wealth Management first reported a position in JPM in Q3 2018 and has held it in 24 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cahaba Wealth Management held 2,893 shares of JPMorgan Chase worth $947K as of Q2 2026.
  • Cahaba Wealth Management bought 141 JPMorgan Chase shares in Q2 2026, an estimated $43.8K.
  • JPMorgan Chase made up 0.06% of Cahaba Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Cahaba Wealth Management first reported a position in JPMorgan Chase in Q3 2018 and has held it in 24 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.