DWG
JPM icon

Darden Wealth Group’s JPMorgan Chase JPM Stock Holding History

Darden Wealth Group’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 		$2.02M Buy
6,181
+336
+6% +$104K 0.8% 27
2026
Q1 		$1.72M Buy
5,845
+1,175
+25% +$357K 0.88% 24
2025
Q4 		$1.51M Buy
4,670
+13
+0.3% +$4.03K 0.73% 34
2025
Q3 		$1.47M Sell
4,657
-13
-0.3% -$3.87K 0.77% 31
2025
Q2 		$1.35M Sell
4,670
-210
-4% -$53.6K 0.82% 27
2025
Q1 		$1.2M Hold
4,880
– – 0.93% 29
2024
Q4 		$1.17M Buy
4,880
+490
+11% +$114K 0.79% 31
2024
Q3 		$926K Buy
4,390
+10
+0.2% +$2.11K 0.66% 41
2024
Q2 		$886K Buy
4,380
+60
+1% +$11.7K 0.53% 40
2024
Q1 		$865K Sell
4,320
-97
-2% -$17.5K 0.68% 44
2023
Q4 		$751K Buy
+4,417
New +$669K 0.72% 38

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

Darden Wealth Group's JPM Position: Q2 2026 in Review

Darden Wealth Group increased its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, buying an estimated $104K and bringing the position to 6,181 shares worth $2.02M. The position accounts for 0.8% of the portfolio, ranked #27.

Darden Wealth Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Darden Wealth Group held 6,181 shares of JPMorgan Chase worth $2.02M as of Q2 2026.
  • Darden Wealth Group bought 336 JPMorgan Chase shares in Q2 2026, an estimated $104K.
  • JPMorgan Chase made up 0.8% of Darden Wealth Group's portfolio in Q2 2026, its #27 holding.
  • Darden Wealth Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Darden Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.