Chokshi & Queen Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Chokshi & Queen Wealth Advisors’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	$463K	Buy	1,414 +461	+48%	+$143K	0.21%	38
2026 Q1	$280K	Buy	953 +16	+2%	+$4.86K	0.15%	47
2025 Q4	$302K	Buy	937 +1	+0.1%	+$310	0.16%	41
2025 Q3	$295K	Buy	936 +20	+2%	+$5.95K	0.16%	46
2025 Q2	$265K	Buy	916 +20	+2%	+$5.1K	0.15%	47
2025 Q1	$220K	Hold	896	–	–	0.13%	51
2024 Q4	$215K	Buy	+896	New	+$209K	0.13%	48

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

Chokshi & Queen Wealth Advisors's JPM Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors increased its JPMorgan Chase (JPM) stake by 48% in Q2 2026, buying an estimated $143K and bringing the position to 1,414 shares worth $463K. The position accounts for 0.21% of the portfolio, ranked #38.

Chokshi & Queen Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,136 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Chokshi & Queen Wealth Advisors held 1,414 shares of JPMorgan Chase worth $463K as of Q2 2026.
Chokshi & Queen Wealth Advisors bought 461 JPMorgan Chase shares in Q2 2026, an estimated $143K.
JPMorgan Chase made up 0.21% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Chokshi & Queen Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,136 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.