Curio Wealth’s JPMorgan Chase JPM Stock Holding History

Curio Wealth’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	–	Sell	-480	Closed	-$141K	–	622
2026 Q1	$141K	Buy	480 +21	+5%	+$6.37K	0.05%	87
2025 Q4	$151K	Buy	459 +79	+21%	+$24.5K	0.05%	89
2025 Q3	$120K	Sell	380 -62	-14%	-$18.4K	0.05%	91
2025 Q2	$128K	Buy	442 +438	+10,950%	+$112K	0.06%	88
2025 Q1	$106K	Sell	4 -376	-99%	-$95.9K	0.06%	96
2024 Q4	$91.1K	Buy	+380	New	+$88.5K	0.05%	97

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 $3.38T AUM 44.17% 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

Curio Wealth's JPM Position: Q2 2026 in Review

Curio Wealth sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 480 shares — an estimated $141K sold.

Curio Wealth first reported a position in JPM in Q4 2024 and held it in 6 quarters. The position peaked at $151K in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Curio Wealth reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 480 JPMorgan Chase shares in Q2 2026, an estimated $141K.
Curio Wealth first reported a position in JPMorgan Chase in Q4 2024 and held it in 6 quarters.
Curio Wealth's JPMorgan Chase position peaked at $151K in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.