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Concentrum Wealth Management’s JPMorgan Chase JPM Stock Holding History

Concentrum 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 		$1.15M Buy
3,504
+222
+7% +$68.9K 0.27% 44
2026
Q1 		$965K Buy
3,282
+1,999
+156% +$607K 0.29% 40
2025
Q4 		$413K Sell
1,283
-4
-0.3% -$1.24K 0.12% 59
2025
Q3 		$406K Buy
1,287
+118
+10% +$35.1K 0.12% 48
2025
Q2 		$339K Buy
1,169
+162
+16% +$41.3K 0.11% 53
2025
Q1 		$247K Buy
1,007
+67
+7% +$17.1K 0.09% 72
2024
Q4 		$225K Buy
+940
New +$219K 0.08% 76

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

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

Concentrum Wealth Management increased its JPMorgan Chase (JPM) stake by 6.8% in Q2 2026, buying an estimated $68.9K and bringing the position to 3,504 shares worth $1.15M. The position accounts for 0.27% of the portfolio, ranked #44.

Concentrum Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Concentrum Wealth Management held 3,504 shares of JPMorgan Chase worth $1.15M as of Q2 2026.
  • Concentrum Wealth Management bought 222 JPMorgan Chase shares in Q2 2026, an estimated $68.9K.
  • JPMorgan Chase made up 0.27% of Concentrum Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Concentrum Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.