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Curated Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Curated Wealth Partners’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 		$2.08M Buy
6,369
+990
+18% +$307K 0.24% 35
2026
Q1 		$1.58M Sell
5,379
-909
-14% -$276K 0.2% 39
2025
Q4 		$2.03M Buy
6,288
+2,102
+50% +$651K 0.22% 34
2025
Q3 		$1.32M Sell
4,186
-363
-8% -$108K 0.16% 45
2025
Q2 		$1.32M Hold
4,549
– – 0.15% 39
2025
Q1 		$1.12M Buy
4,549
+365
+9% +$93.1K 0.14% 48
2024
Q4 		$1M Sell
4,184
-97
-2% -$22.6K 0.11% 50
2024
Q3 		$903K Buy
4,281
+97
+2% +$20.4K 0.12% 53
2024
Q2 		$846K Buy
+4,184
New +$818K 0.12% 50
2024
Q1 		– Sell
-4,475
Closed -$807K – 211
2023
Q4 		$761K Sell
4,475
-1
-0% -$152 0.12% 61
2023
Q3 		$649K Sell
4,476
-23
-0.5% -$3.45K 0.12% 61
2023
Q2 		$654K Sell
4,499
-14
-0.3% -$1.93K 0.13% 58
2023
Q1 		$588K Sell
4,513
-54
-1% -$7.4K 0.13% 59
2022
Q4 		$612K Buy
4,567
+121
+3% +$15.3K 0.15% 53
2022
Q3 		$465K Sell
4,446
-17
-0.4% -$1.95K 0.14% 63
2022
Q2 		$502K Buy
4,463
+479
+12% +$59.3K 0.15% 62
2022
Q1 		$630K Hold
3,984
– – 0.21% 64
2021
Q4 		$630K Sell
3,984
-3
-0.1% -$493 0.2% 66
2021
Q3 		$653K Hold
3,987
– – 0.36% 51
2021
Q2 		$620K Sell
3,987
-726
-15% -$114K 0.34% 54
2021
Q1 		$722K Sell
4,713
-827
-15% -$119K 0.44% 40
2020
Q4 		$704K Buy
+5,540
New +$619K 0.46% 37

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 $3.38T AUM 44.17% 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

Curated Wealth Partners's JPM Position: Q2 2026 in Review

Curated Wealth Partners increased its JPMorgan Chase (JPM) stake by 18% in Q2 2026, buying an estimated $307K and bringing the position to 6,369 shares worth $2.08M. The position accounts for 0.24% of the portfolio, ranked #35.

Curated Wealth Partners first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Curated Wealth Partners held 6,369 shares of JPMorgan Chase worth $2.08M as of Q2 2026.
  • Curated Wealth Partners bought 990 JPMorgan Chase shares in Q2 2026, an estimated $307K.
  • JPMorgan Chase made up 0.24% of Curated Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • Curated Wealth Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.