Cherry Tree Wealth Management’s JPMorgan Chase JPM Stock Holding History

Cherry Tree 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	$384K	Hold	1,172	–	–	0.07%	121
2026 Q1	$345K	Sell	1,172 -1,676	-59%	-$509K	0.07%	119
2025 Q4	$918K	Sell	2,848 -70	-2%	-$21.7K	0.19%	77
2025 Q3	$920K	Sell	2,918 -246	-8%	-$73.2K	0.2%	74
2025 Q2	$917K	Sell	3,164 -78	-2%	-$19.9K	0.21%	74
2025 Q1	$795K	Buy	3,242 +73	+2%	+$18.6K	0.19%	77
2024 Q4	$760K	Hold	3,169	–	–	0.19%	76
2024 Q3	$668K	Hold	3,169	–	–	0.16%	80
2024 Q2	$641K	Buy	3,169 +30	+1%	+$5.87K	0.16%	76
2024 Q1	$629K	Buy	3,139 +20	+0.6%	+$3.61K	0.16%	76
2023 Q4	$531K	Sell	3,119 -842	-21%	-$128K	0.14%	80
2023 Q3	$574K	Buy	3,961 +334	+9%	+$50.1K	0.17%	75
2023 Q2	$528K	Buy	+3,627	New	+$499K	0.15%	80

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

Cherry Tree Wealth Management's JPM Position: Q2 2026 in Review

Cherry Tree Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,172 shares worth $384K. The position accounts for 0.07% of the portfolio, ranked #121.

Cherry Tree Wealth Management first reported a position in JPM in Q2 2023 and has held it in 13 quarters since. The position peaked at $920K in Q3 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Cherry Tree Wealth Management held 1,172 shares of JPMorgan Chase worth $384K as of Q2 2026.
Cherry Tree Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.07% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #121 holding.
Cherry Tree Wealth Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's JPMorgan Chase position peaked at $920K in Q3 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.