Diversify Wealth Management’s JPMorgan Chase JPM Stock Holding History

Diversify 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	$25.9M	Buy	72,679 +1,090	+2%	+$338K	0.43%	42
2026 Q1	$22.1M	Buy	71,589 +38,634	+117%	+$11.7M	0.39%	47
2025 Q4	$10.2M	Buy	32,955 +933	+3%	+$289K	0.48%	43
2025 Q3	$9.91M	Buy	32,022 +1,177	+4%	+$350K	0.57%	33
2025 Q2	$9.03M	Buy	30,845 +2,224	+8%	+$568K	0.56%	34
2025 Q1	$7M	Buy	28,621 +4,422	+18%	+$1.13M	0.52%	43
2024 Q4	$5.8M	Buy	24,199 +8,036	+50%	+$1.87M	0.45%	53
2024 Q3	$3.61M	Sell	16,163 -965	-6%	-$203K	0.35%	75
2024 Q2	$3.34M	Buy	+17,128	New	+$3.35M	0.42%	58

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 $3.37T AUM 44.26% 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

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

Diversify Wealth Management increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $338K and bringing the position to 72,679 shares worth $25.9M. The position accounts for 0.43% of the portfolio, ranked #42.

Diversify Wealth Management first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Diversify Wealth Management held 72,679 shares of JPMorgan Chase worth $25.9M as of Q2 2026.
Diversify Wealth Management bought 1,090 JPMorgan Chase shares in Q2 2026, an estimated $338K.
JPMorgan Chase made up 0.43% of Diversify Wealth Management's portfolio in Q2 2026, its #42 holding.
Diversify Wealth Management first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.