Encompass More Asset Management’s JPMorgan Chase JPM Stock Holding History

Encompass More Asset 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	$699K	Buy	2,134 +48	+2%	+$14.9K	0.1%	118
2026 Q1	$614K	Buy	2,086 +76	+4%	+$23.1K	0.1%	121
2025 Q4	$648K	Sell	2,010 -213	-10%	-$65.9K	0.12%	123
2025 Q3	$701K	Sell	2,223 -69	-3%	-$20.5K	0.13%	112
2025 Q2	$664K	Sell	2,292 -1,350	-37%	-$345K	0.16%	115
2025 Q1	$893K	Buy	3,642 +493	+16%	+$126K	0.27%	81
2024 Q4	$755K	Buy	3,149 +170	+6%	+$39.6K	0.25%	80
2024 Q3	$628K	Buy	2,979 +789	+36%	+$166K	0.24%	78
2024 Q2	$443K	Buy	2,190 +84	+4%	+$16.4K	0.32%	54
2024 Q1	$422K	Buy	2,106 +654	+45%	+$118K	0.35%	56
2023 Q4	$247K	Buy	+1,452	New	+$220K	0.28%	72

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

Encompass More Asset Management's JPM Position: Q2 2026 in Review

Encompass More Asset Management increased its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, buying an estimated $14.9K and bringing the position to 2,134 shares worth $699K. The position accounts for 0.1% of the portfolio, ranked #118.

Encompass More Asset Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $893K in Q1 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Encompass More Asset Management held 2,134 shares of JPMorgan Chase worth $699K as of Q2 2026.
Encompass More Asset Management bought 48 JPMorgan Chase shares in Q2 2026, an estimated $14.9K.
JPMorgan Chase made up 0.1% of Encompass More Asset Management's portfolio in Q2 2026, its #118 holding.
Encompass More Asset Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
Encompass More Asset Management's JPMorgan Chase position peaked at $893K in Q1 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.