Core Wealth Advisors (Florida)’s JPMorgan Chase JPM Stock Holding History

Core Wealth Advisors (Florida)’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	$1.38M	Buy	4,215 +1,598	+61%	+$496K	0.28%	39
2026 Q1	$770K	Buy	2,617 +257	+11%	+$78K	0.18%	50
2025 Q4	$760K	Sell	2,360 -4	-0.2%	-$1.24K	0.2%	48
2025 Q3	$746K	Buy	2,364 +615	+35%	+$183K	0.19%	44
2025 Q2	$507K	Sell	1,749 -23	-1%	-$5.87K	0.15%	46
2025 Q1	$435K	Buy	1,772 +23	+1%	+$5.86K	0.14%	46
2024 Q4	$419K	Buy	1,749 +21	+1%	+$4.89K	0.14%	45
2024 Q3	$364K	Sell	1,728 -119	-6%	-$25.1K	0.12%	48
2024 Q2	$374K	Buy	1,847 +108	+6%	+$21.1K	0.13%	46
2024 Q1	$348K	Buy	1,739 +25	+1%	+$4.51K	0.12%	48
2023 Q4	$292K	Buy	1,714 +722	+73%	+$109K	0.11%	44
2023 Q3	$144K	Hold	992	–	–	0.06%	53
2023 Q2	$144K	Buy	992 +81	+9%	+$11.1K	0.06%	52
2023 Q1	$119K	Sell	911 -59	-6%	-$8.08K	0.05%	60
2022 Q4	$130K	Hold	970	–	–	0.06%	52
2022 Q3	$101K	Buy	970 +6	+0.6%	+$689	0.06%	50
2022 Q2	$109K	Hold	964	–	–	0.07%	47
2022 Q1	$131K	Sell	964 -29	-3%	-$4.28K	0.07%	47
2021 Q4	$157K	Sell	993 -104	-9%	-$17.1K	0.09%	43
2021 Q3	$180K	Sell	1,097 -87	-7%	-$13.6K	0.12%	42
2021 Q2	$184K	Sell	1,184 -4,130	-78%	-$649K	0.12%	38
2021 Q1	$809K	Buy	5,314 +109	+2%	+$15.7K	0.71%	14
2020 Q4	$661K	Sell	5,205 -456	-8%	-$51K	0.59%	16
2020 Q3	$545K	Buy	5,661 +89	+2%	+$8.74K	0.51%	21
2020 Q2	$524K	Buy	5,572 +2,820	+102%	+$268K	0.46%	25
2020 Q1	$248K	Buy	2,752 +1,508	+121%	+$183K	0.19%	29
2019 Q4	$173K	Buy	+1,244	New	+$160K	0.1%	34

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

Core Wealth Advisors (Florida)'s JPM Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its JPMorgan Chase (JPM) stake by 61% in Q2 2026, buying an estimated $496K and bringing the position to 4,215 shares worth $1.38M. The position accounts for 0.28% of the portfolio, ranked #39.

Core Wealth Advisors (Florida) first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Core Wealth Advisors (Florida) held 4,215 shares of JPMorgan Chase worth $1.38M as of Q2 2026.
Core Wealth Advisors (Florida) bought 1,598 JPMorgan Chase shares in Q2 2026, an estimated $496K.
JPMorgan Chase made up 0.28% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #39 holding.
Core Wealth Advisors (Florida) first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.