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Cherrydale Wealth Management’s JPMorgan Chase JPM Stock Holding History

Cherrydale 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 		$844K Buy
2,579
+2
+0.1% +$621 0.22% 35
2026
Q1 		$758K Sell
2,577
-76
-3% -$23.1K 0.23% 33
2025
Q4 		$855K Hold
2,653
– – 0.26% 33
2025
Q3 		$837K Hold
2,653
– – 0.26% 35
2025
Q2 		$769K Buy
2,653
+15
+0.6% +$3.83K 0.27% 35
2025
Q1 		$647K Sell
2,638
-340
-11% -$86.7K 0.26% 33
2024
Q4 		$714K Buy
2,978
+317
+12% +$73.8K 0.28% 32
2024
Q3 		$561K Buy
2,661
+14
+0.5% +$2.95K 0.23% 34
2024
Q2 		$535K Buy
2,647
+277
+12% +$54.2K 0.23% 33
2024
Q1 		$475K Buy
2,370
+402
+20% +$72.5K 0.22% 34
2023
Q4 		$335K Buy
1,968
+17
+0.9% +$2.58K 0.17% 36
2023
Q3 		$283K Buy
1,951
+38
+2% +$5.7K 0.17% 38
2023
Q2 		$278K Buy
1,913
+52
+3% +$7.15K 0.19% 32
2023
Q1 		$242K Buy
1,861
+96
+5% +$13.2K 0.18% 31
2022
Q4 		$237K Buy
+1,765
New +$224K 0.2% 32
2022
Q1 		– Sell
-1,563
Closed -$248K – 44
2021
Q4 		$248K Buy
+1,563
New +$257K 0.19% 34

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 $3.37T AUM 44.26% 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

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

Cherrydale Wealth Management increased its JPMorgan Chase (JPM) stake by 0.08% in Q2 2026, buying an estimated $621 and bringing the position to 2,579 shares worth $844K. The position accounts for 0.22% of the portfolio, ranked #35.

Cherrydale Wealth Management first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. The position peaked at $855K in Q4 2025. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Cherrydale Wealth Management held 2,579 shares of JPMorgan Chase worth $844K as of Q2 2026.
  • Cherrydale Wealth Management bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.22% of Cherrydale Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Cherrydale Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
  • Cherrydale Wealth Management's JPMorgan Chase position peaked at $855K in Q4 2025.
  • 5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.