Drucker Wealth 3.0’s JPMorgan Chase JPM Stock Holding History

Drucker Wealth 3.0’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	$9.13M	Buy	27,905 +22	+0.1%	+$6.83K	1.44%	15
2026 Q1	$8.2M	Buy	27,883 +75	+0.3%	+$22.8K	1.43%	15
2025 Q4	$8.96M	Sell	27,808 -712	-2%	-$220K	1.58%	13
2025 Q3	$9M	Sell	28,520 -2,277	-7%	-$677K	1.6%	13
2025 Q2	$8.72M	Sell	30,797 -6,841	-18%	-$1.75M	1.68%	12
2025 Q1	$9.23M	Sell	37,638 -1,170	-3%	-$298K	2.03%	10
2024 Q4	$9.3M	Sell	38,808 -96	-0.2%	-$22.4K	2.15%	10
2024 Q3	$8.2M	Buy	38,904 +678	+2%	+$143K	1.97%	11
2024 Q2	$7.73M	Buy	+38,226	New	+$7.47M	2.05%	12

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

Drucker Wealth 3.0's JPM Position: Q2 2026 in Review

Drucker Wealth 3.0 increased its JPMorgan Chase (JPM) stake by 0.08% in Q2 2026, buying an estimated $6.83K and bringing the position to 27,905 shares worth $9.13M. The position accounts for 1.44% of the portfolio, ranked #15.

Drucker Wealth 3.0 first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.3M in Q4 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Drucker Wealth 3.0 held 27,905 shares of JPMorgan Chase worth $9.13M as of Q2 2026.
Drucker Wealth 3.0 bought 22 JPMorgan Chase shares in Q2 2026, an estimated $6.83K.
JPMorgan Chase made up 1.44% of Drucker Wealth 3.0's portfolio in Q2 2026, its #15 holding.
Drucker Wealth 3.0 first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's JPMorgan Chase position peaked at $9.3M in Q4 2024.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.