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Circle Wealth Management’s JPMorgan Chase JPM Stock Holding History

Circle 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
2020
Q3 		– Sell
-5,900
Closed -$555K – 205
2020
Q2 		$555K Buy
+5,900
New +$560K 0.1% 101

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

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

Circle Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.4% in Q2 2026, selling an estimated $796K and leaving 72,338 shares worth $23.7M. The position accounts for 0.3% of the portfolio, ranked #25.

Circle Wealth Management first reported a position in JPM in Q4 2016 and has held it in 39 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Circle Wealth Management held 72,338 shares of JPMorgan Chase worth $23.7M as of Q2 2026.
  • Circle Wealth Management sold 2,562 JPMorgan Chase shares in Q2 2026, an estimated $796K.
  • JPMorgan Chase made up 0.3% of Circle Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Circle Wealth Management first reported a position in JPMorgan Chase in Q4 2016 and has held it in 39 quarters since.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.