Center for Wealth Management Advisory’s JPMorgan Chase JPM Stock Holding History

Center for Wealth Management Advisory’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	$331K	Hold	1,010	–	–	0.21%	54
2026 Q1	$297K	Buy	1,010 +1	+0.1%	+$303	0.21%	53
2025 Q4	$325K	Buy	+1,009	New	+$312K	0.24%	52

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

Center for Wealth Management Advisory's JPM Position: Q2 2026 in Review

Center for Wealth Management Advisory held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,010 shares worth $331K. The position accounts for 0.21% of the portfolio, ranked #54.

Center for Wealth Management Advisory first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Center for Wealth Management Advisory held 1,010 shares of JPMorgan Chase worth $331K as of Q2 2026.
Center for Wealth Management Advisory left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.21% of Center for Wealth Management Advisory's portfolio in Q2 2026, its #54 holding.
Center for Wealth Management Advisory first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.