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Drive Wealth Management’s JPMorgan Chase JPM Stock Holding History

Drive 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 		$3.4M Buy
10,377
+929
+10% +$288K 0.61% 34
2026
Q1 		$2.78M Sell
9,448
-371
-4% -$113K 0.59% 33
2025
Q4 		$3.16M Buy
9,819
+230
+2% +$71.2K 0.62% 35
2025
Q3 		$3.02M Buy
9,589
+280
+3% +$83.3K 0.64% 31
2025
Q2 		$2.7M Buy
9,309
+175
+2% +$44.7K 0.59% 34
2025
Q1 		$2.24M Sell
9,134
-202
-2% -$51.5K 0.53% 39
2024
Q4 		$2.24M Sell
9,336
-349
-4% -$81.3K 0.55% 33
2024
Q3 		$2.04M Sell
9,685
-186
-2% -$39.2K 0.53% 32
2024
Q2 		$2M Buy
9,871
+6
+0.1% +$1.17K 0.54% 32
2024
Q1 		$1.98M Sell
9,865
-859
-8% -$155K 0.55% 30
2023
Q4 		$1.82M Sell
10,724
-1,073
-9% -$163K 0.59% 31
2023
Q3 		$1.71M Sell
11,797
-1,015
-8% -$152K 0.62% 34
2023
Q2 		$1.86M Sell
12,812
-366
-3% -$50.3K 0.69% 28
2023
Q1 		$1.72M Buy
13,178
+97
+0.7% +$13.3K 0.72% 33
2022
Q4 		$1.75M Buy
13,081
+2,015
+18% +$255K 0.88% 21
2022
Q3 		$1.16M Buy
11,066
+1,621
+17% +$186K 1.1% 18
2022
Q2 		$1.06M Buy
9,445
+1,298
+16% +$161K 0.97% 23
2022
Q1 		$1.11M Buy
8,147
+3,405
+72% +$503K 0.94% 24
2021
Q4 		$751K Buy
+4,742
New +$779K 0.66% 35

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

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

Drive Wealth Management increased its JPMorgan Chase (JPM) stake by 9.8% in Q2 2026, buying an estimated $288K and bringing the position to 10,377 shares worth $3.4M. The position accounts for 0.61% of the portfolio, ranked #34.

Drive Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Drive Wealth Management held 10,377 shares of JPMorgan Chase worth $3.4M as of Q2 2026.
  • Drive Wealth Management bought 929 JPMorgan Chase shares in Q2 2026, an estimated $288K.
  • JPMorgan Chase made up 0.61% of Drive Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Drive Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.