Chico Wealth RIA’s JPMorgan Chase JPM Stock Holding History

Chico Wealth RIA’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	$255K	Buy	779 +13	+2%	+$4.04K	0.13%	40
2026 Q1	$225K	Buy	766 +15	+2%	+$4.55K	0.14%	36
2025 Q4	$242K	Buy	+751	New	+$233K	0.16%	32

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

Chico Wealth RIA's JPM Position: Q2 2026 in Review

Chico Wealth RIA increased its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, buying an estimated $4.04K and bringing the position to 779 shares worth $255K. The position accounts for 0.13% of the portfolio, ranked #40.

Chico Wealth RIA first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Chico Wealth RIA held 779 shares of JPMorgan Chase worth $255K as of Q2 2026.
Chico Wealth RIA bought 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
JPMorgan Chase made up 0.13% of Chico Wealth RIA's portfolio in Q2 2026, its #40 holding.
Chico Wealth RIA first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.