DWM
JPM icon

Daner Wealth Management’s JPMorgan Chase JPM Stock Holding History

Daner 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 		$356K Buy
981
+15
+2% +$4.66K 0.19% 59
2026
Q1 		$295K Sell
966
-215
-18% -$65.2K 0.17% 62
2025
Q4 		$376K Buy
1,181
+60
+5% +$18.6K 0.23% 61
2025
Q3 		$334K Buy
1,121
+176
+19% +$52.3K 0.22% 55
2025
Q2 		$277K Buy
+945
New +$241K 0.19% 55

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

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

Daner Wealth Management increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $4.66K and bringing the position to 981 shares worth $356K. The position accounts for 0.19% of the portfolio, ranked #59.

Daner Wealth Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $376K in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Daner Wealth Management held 981 shares of JPMorgan Chase worth $356K as of Q2 2026.
  • Daner Wealth Management bought 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
  • JPMorgan Chase made up 0.19% of Daner Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Daner Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • Daner Wealth Management's JPMorgan Chase position peaked at $376K in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.