Dynasty Wealth Management’s JPMorgan Chase JPM Stock Holding History

Dynasty 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	$9.51M	Sell	29,047 -644	-2%	-$200K	0.07%	69
2026 Q1	$8.73M	Sell	29,691 -1,694	-5%	-$514K	0.08%	67
2025 Q4	$10.1M	Buy	31,385 +2,728	+10%	+$845K	0.1%	67
2025 Q3	$9.04M	Buy	+28,657	New	+$8.52M	0.12%	58
2025 Q2	–	Sell	-21,392	Closed	-$5.25M	–	240
2025 Q1	$5.25M	Sell	21,392 -2,210	-9%	-$563K	0.09%	57
2024 Q4	$5.66M	Sell	23,602 -394	-2%	-$91.8K	0.1%	61
2024 Q3	$5.06M	Buy	23,996 +611	+3%	+$129K	0.15%	46
2024 Q2	$4.73M	Buy	23,385 +1,124	+5%	+$220K	0.14%	56
2024 Q1	$4.46M	Buy	+22,261	New	+$4.02M	0.14%	47
2018 Q4	–	Sell	-12,480	Closed	-$1.41M	–	52
2018 Q3	$1.41M	Buy	12,480 +5,591	+81%	+$635K	1.81%	13
2018 Q2	$718K	Sell	6,889 -467	-6%	-$51.2K	1.49%	16
2018 Q1	$809K	Sell	7,356 -3,810	-34%	-$431K	0.34%	14
2017 Q4	$1.19M	Buy	+11,166	New	+$1.13M	2.06%	10

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

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

Dynasty Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, selling an estimated $200K and leaving 29,047 shares worth $9.51M. The position accounts for 0.07% of the portfolio, ranked #69.

Dynasty Wealth Management first reported a position in JPM in Q4 2017 and has held it in 13 quarters since. The position peaked at $10.1M in Q4 2025. 5,111 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Dynasty Wealth Management held 29,047 shares of JPMorgan Chase worth $9.51M as of Q2 2026.
Dynasty Wealth Management sold 644 JPMorgan Chase shares in Q2 2026, an estimated $200K.
JPMorgan Chase made up 0.07% of Dynasty Wealth Management's portfolio in Q2 2026, its #69 holding.
Dynasty Wealth Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 13 quarters since.
Dynasty Wealth Management's JPMorgan Chase position peaked at $10.1M in Q4 2025.
5,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.