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Castle Wealth Management’s JPMorgan Chase JPM Stock Holding History

Castle 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 		$2.52M Buy
7,701
+52
+0.7% +$16.1K 0.75% 40
2026
Q1 		$2.25M Sell
7,649
-37
-0.5% -$11.2K 0.73% 39
2025
Q4 		$2.48M Sell
7,686
-127
-2% -$39.3K 0.82% 38
2025
Q3 		$2.46M Sell
7,813
-556
-7% -$165K 0.83% 38
2025
Q2 		$2.43M Sell
8,369
-315
-4% -$80.4K 0.88% 36
2025
Q1 		$2.13M Buy
8,684
+242
+3% +$61.7K 0.83% 35
2024
Q4 		$2.02M Sell
8,442
-341
-4% -$79.4K 0.8% 36
2024
Q3 		$1.85M Buy
8,783
+984
+13% +$207K 0.74% 36
2024
Q2 		$1.58M Sell
7,799
-33
-0.4% -$6.45K 0.76% 36
2024
Q1 		$1.57M Sell
7,832
-1,769
-18% -$319K 0.82% 37
2023
Q4 		$1.63M Buy
9,601
+802
+9% +$122K 0.98% 33
2023
Q3 		$1.28M Buy
8,799
+860
+11% +$129K 0.91% 32
2023
Q2 		$1.15M Sell
7,939
-169
-2% -$23.2K 0.81% 35
2023
Q1 		$1.06M Sell
8,108
-294
-3% -$40.3K 0.82% 34
2022
Q4 		$1.13M Sell
8,402
-901
-10% -$114K 0.71% 33
2022
Q3 		$972K Buy
9,303
+758
+9% +$87K 0.59% 34
2022
Q2 		$962K Buy
+8,545
New +$1.06M 0.56% 37

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

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

Castle Wealth Management increased its JPMorgan Chase (JPM) stake by 0.68% in Q2 2026, buying an estimated $16.1K and bringing the position to 7,701 shares worth $2.52M. The position accounts for 0.75% of the portfolio, ranked #40.

Castle Wealth Management first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Castle Wealth Management held 7,701 shares of JPMorgan Chase worth $2.52M as of Q2 2026.
  • Castle Wealth Management bought 52 JPMorgan Chase shares in Q2 2026, an estimated $16.1K.
  • JPMorgan Chase made up 0.75% of Castle Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Castle Wealth Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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