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Encompass Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Encompass Wealth Advisors’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 		$542K Sell
1,656
-15
-0.9% -$4.66K 0.17% 57
2026
Q1 		$492K Sell
1,671
-48
-3% -$14.6K 0.17% 60
2025
Q4 		$554K Sell
1,719
-245
-12% -$75.9K 0.19% 56
2025
Q3 		$620K Sell
1,964
-63
-3% -$18.7K 0.21% 53
2025
Q2 		$588K Buy
2,027
+12
+0.6% +$3.06K 0.22% 54
2025
Q1 		$494K Buy
2,015
+2
+0.1% +$510 0.2% 63
2024
Q4 		$482K Sell
2,013
-4
-0.2% -$932 0.19% 62
2024
Q3 		$425K Buy
2,017
+3
+0.1% +$632 0.11% 163
2024
Q2 		$407K Buy
2,014
+2
+0.1% +$391 0.11% 154
2024
Q1 		$403K Sell
2,012
-29
-1% -$5.23K 0.11% 163
2023
Q4 		$347K Buy
2,041
+53
+3% +$8.03K 0.1% 155
2023
Q3 		$288K Sell
1,988
-196
-9% -$29.4K 0.1% 160
2023
Q2 		$318K Buy
2,184
+3
+0.1% +$413 0.1% 161
2023
Q1 		$284K Sell
2,181
-224
-9% -$30.7K 0.1% 164
2022
Q4 		$322K Buy
2,405
+11
+0.5% +$1.39K 0.12% 147
2022
Q3 		$250K Buy
2,394
+175
+8% +$20.1K 0.1% 166
2022
Q2 		$250K Sell
2,219
-356
-14% -$44.1K 0.09% 170
2022
Q1 		$351K Buy
2,575
+92
+4% +$13.6K 0.09% 156
2021
Q4 		$393K Buy
2,483
+2
+0.1% +$328 0.1% 154
2021
Q3 		$406K Buy
2,481
+1
+0% +$157 0.11% 145
2021
Q2 		$385K Hold
2,480
– – 0.09% 156
2021
Q1 		$385K Sell
2,480
-166
-6% -$23.9K 0.1% 159
2020
Q4 		$336K Buy
+2,646
New +$296K 0.19% 77

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

Encompass Wealth Advisors's JPM Position: Q2 2026 in Review

Encompass Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 0.9% in Q2 2026, selling an estimated $4.66K and leaving 1,656 shares worth $542K. The position accounts for 0.17% of the portfolio, ranked #57.

Encompass Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $620K in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Encompass Wealth Advisors held 1,656 shares of JPMorgan Chase worth $542K as of Q2 2026.
  • Encompass Wealth Advisors sold 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
  • JPMorgan Chase made up 0.17% of Encompass Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Encompass Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Encompass Wealth Advisors's JPMorgan Chase position peaked at $620K in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.