Copia Wealth Management’s JPMorgan Chase JPM Stock Holding History

Copia 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	$187K	Buy	570 +4	+0.7%	+$1.24K	0.11%	116
2026 Q1	$166K	Sell	566 -2	-0.4%	-$607	0.11%	117
2025 Q4	$183K	Hold	568	–	–	0.13%	108
2025 Q3	$179K	Buy	568 +227	+67%	+$67.5K	0.13%	101
2025 Q2	$98.9K	Buy	341 +7	+2%	+$1.79K	0.08%	128
2025 Q1	$81.9K	Hold	334	–	–	0.08%	128
2024 Q4	$80.1K	Buy	+334	New	+$77.8K	0.08%	119

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

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

Copia Wealth Management increased its JPMorgan Chase (JPM) stake by 0.71% in Q2 2026, buying an estimated $1.24K and bringing the position to 570 shares worth $187K. The position accounts for 0.11% of the portfolio, ranked #116.

Copia Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Copia Wealth Management held 570 shares of JPMorgan Chase worth $187K as of Q2 2026.
Copia Wealth Management bought 4 JPMorgan Chase shares in Q2 2026, an estimated $1.24K.
JPMorgan Chase made up 0.11% of Copia Wealth Management's portfolio in Q2 2026, its #116 holding.
Copia Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.