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Dynamic Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Dynamic Wealth Strategies’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 		$727K Buy
2,220
+39
+2% +$12.1K 0.39% 35
2026
Q1 		$642K Buy
2,181
+654
+43% +$198K 0.37% 38
2025
Q4 		$492K Buy
1,527
+18
+1% +$5.57K 0.29% 42
2025
Q3 		$476K Buy
1,509
+134
+10% +$39.9K 0.32% 40
2025
Q2 		$399K Sell
1,375
-83
-6% -$21.2K 0.29% 41
2025
Q1 		$358K Buy
1,458
+11
+0.8% +$2.8K 0.3% 40
2024
Q4 		$347K Sell
1,447
-217
-13% -$50.5K 0.31% 41
2024
Q3 		$351K Sell
1,664
-176
-10% -$37.1K 0.29% 39
2024
Q2 		$372K Sell
1,840
-61
-3% -$11.9K 0.32% 35
2024
Q1 		$381K Sell
1,901
-71
-4% -$12.8K 0.33% 38
2023
Q4 		$335K Buy
+1,972
New +$299K 0.31% 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

Dynamic Wealth Strategies's JPM Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, buying an estimated $12.1K and bringing the position to 2,220 shares worth $727K. The position accounts for 0.39% of the portfolio, ranked #35.

Dynamic Wealth Strategies first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Dynamic Wealth Strategies held 2,220 shares of JPMorgan Chase worth $727K as of Q2 2026.
  • Dynamic Wealth Strategies bought 39 JPMorgan Chase shares in Q2 2026, an estimated $12.1K.
  • JPMorgan Chase made up 0.39% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #35 holding.
  • Dynamic Wealth Strategies first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.