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DiNuzzo Private Wealth’s JPMorgan Chase JPM Stock Holding History

DiNuzzo Private 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 		$138K Hold
423
– – 0.01% 92
2026
Q1 		$124K Sell
423
-1
-0.2% -$303 0.01% 91
2025
Q4 		$137K Buy
424
+18
+4% +$5.57K 0.01% 91
2025
Q3 		$122K Hold
406
– – 0.01% 90
2025
Q2 		$118K Buy
406
+3
+0.7% +$766 0.01% 92
2025
Q1 		$98.9K Hold
403
– – 0.01% 101
2024
Q4 		$96.6K Buy
403
+1
+0.2% +$233 0.01% 102
2024
Q3 		$84.8K Buy
402
+4
+1% +$843 0.01% 113
2024
Q2 		$80.5K Buy
398
+107
+37% +$20.9K 0.01% 83
2024
Q1 		$58.3K Buy
291
+1
+0.3% +$180 0.01% 90
2023
Q4 		$49.3K Buy
+290
New +$43.9K 0.01% 94

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

DiNuzzo Private Wealth's JPM Position: Q2 2026 in Review

DiNuzzo Private Wealth held its JPMorgan Chase (JPM) position steady in Q2 2026 at 423 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #92.

DiNuzzo Private Wealth first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 3,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • DiNuzzo Private Wealth held 423 shares of JPMorgan Chase worth $138K as of Q2 2026.
  • DiNuzzo Private Wealth left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #92 holding.
  • DiNuzzo Private Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 3,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.