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Cauble & Harre Wealth Management’s JPMorgan Chase JPM Stock Holding History

Cauble & Harre 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 		$511K Hold
1,562
– – 0.41% 48
2026
Q1 		$476K Sell
1,562
-96
-6% -$29.1K 0.38% 50
2025
Q4 		$534K Buy
+1,658
New +$513K 0.45% 40

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 $3.38T AUM 44.17% 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

Cauble & Harre Wealth Management's JPM Position: Q2 2026 in Review

Cauble & Harre Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,562 shares worth $511K. The position accounts for 0.41% of the portfolio, ranked #48.

Cauble & Harre Wealth Management first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $534K in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cauble & Harre Wealth Management held 1,562 shares of JPMorgan Chase worth $511K as of Q2 2026.
  • Cauble & Harre Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.41% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #48 holding.
  • Cauble & Harre Wealth Management first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's JPMorgan Chase position peaked at $534K in Q4 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.