CCG Wealth Management’s JPMorgan Chase JPM Stock Holding History

CCG 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	$1.61M	Sell	4,928 -64	-1%	-$19.9K	0.37%	40
2026 Q1	$1.47M	Buy	4,992 +2,577	+107%	+$782K	0.4%	42
2025 Q4	$778K	Sell	2,415 -131	-5%	-$40.6K	0.33%	47
2025 Q3	$803K	Buy	2,546 +603	+31%	+$179K	0.38%	38
2025 Q2	$563K	Buy	1,943 +104	+6%	+$26.5K	0.3%	45
2025 Q1	$451K	Buy	1,839 +312	+20%	+$79.5K	0.27%	47
2024 Q4	$366K	Buy	1,527 +132	+9%	+$30.7K	0.2%	53
2024 Q3	$294K	Buy	1,395 +137	+11%	+$28.9K	0.16%	57
2024 Q2	$254K	Buy	1,258 +91	+8%	+$17.8K	0.14%	55
2024 Q1	$234K	Buy	+1,167	New	+$211K	0.14%	64
2023 Q1	–	Sell	-2,083	Closed	-$279K	–	82
2022 Q4	$279K	Buy	+2,083	New	+$264K	0.16%	72
2022 Q3	–	Sell	-1,898	Closed	-$214K	–	106
2022 Q2	$214K	Buy	1,898 +340	+22%	+$42.1K	0.12%	98
2022 Q1	$212K	Buy	+1,558	New	+$230K	0.1%	114

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 $3.38T AUM 44.17% 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

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

CCG Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $19.9K and leaving 4,928 shares worth $1.61M. The position accounts for 0.37% of the portfolio, ranked #40.

CCG Wealth Management first reported a position in JPM in Q1 2022 and has held it in 13 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

CCG Wealth Management held 4,928 shares of JPMorgan Chase worth $1.61M as of Q2 2026.
CCG Wealth Management sold 64 JPMorgan Chase shares in Q2 2026, an estimated $19.9K.
JPMorgan Chase made up 0.37% of CCG Wealth Management's portfolio in Q2 2026, its #40 holding.
CCG Wealth Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 13 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.