Channel Wealth’s JPMorgan Chase JPM Stock Holding History

Channel Wealth’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	$6.15M	Sell	18,779 -2,025	-10%	-$629K	1.38%	19
2026 Q1	$6.12M	Buy	20,804 +1,556	+8%	+$472K	1.48%	17
2025 Q4	$6.2M	Buy	19,248 +7,884	+69%	+$2.44M	1.57%	19
2025 Q3	$3.58M	Buy	11,364 +55	+0.5%	+$16.4K	0.96%	38
2025 Q2	$3.28M	Buy	11,309 +215	+2%	+$54.9K	0.93%	39
2025 Q1	$2.72M	Buy	11,094 +507	+5%	+$129K	0.85%	45
2024 Q4	$2.54M	Sell	10,587 -3,240	-23%	-$755K	0.83%	38
2024 Q3	$2.92M	Buy	13,827 +1,346	+11%	+$284K	0.96%	34
2024 Q2	$2.52M	Sell	12,481 -5,614	-31%	-$1.1M	0.91%	35
2024 Q1	$3.62M	Buy	18,095 +427	+2%	+$77K	1.46%	21
2023 Q4	$3.01M	Buy	17,668 +2,169	+14%	+$329K	1.42%	19
2023 Q3	$2.25M	Buy	15,499 +2,403	+18%	+$360K	1.26%	24
2023 Q2	$1.9M	Buy	13,096 +2,030	+18%	+$279K	1.1%	20
2023 Q1	$1.44M	Buy	+11,066	New	+$1.52M	0.93%	25

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

Channel Wealth's JPM Position: Q2 2026 in Review

Channel Wealth reduced its JPMorgan Chase (JPM) stake by 9.7% in Q2 2026, selling an estimated $629K and leaving 18,779 shares worth $6.15M. The position accounts for 1.38% of the portfolio, ranked #19.

Channel Wealth first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.2M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Channel Wealth held 18,779 shares of JPMorgan Chase worth $6.15M as of Q2 2026.
Channel Wealth sold 2,025 JPMorgan Chase shares in Q2 2026, an estimated $629K.
JPMorgan Chase made up 1.38% of Channel Wealth's portfolio in Q2 2026, its #19 holding.
Channel Wealth first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
Channel Wealth's JPMorgan Chase position peaked at $6.2M in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Channel Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.