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Endeavor Private Wealth’s JPMorgan Chase JPM Stock Holding History

Endeavor Private Wealth’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 		$929K Sell
2,838
-199
-7% -$61.8K 0.23% 84
2026
Q1 		$893K Sell
3,037
-477
-14% -$145K 0.26% 81
2025
Q4 		$1.13M Buy
3,514
+233
+7% +$72.1K 0.32% 73
2025
Q3 		$1.03M Buy
3,281
+428
+15% +$127K 0.32% 74
2025
Q2 		$827K Buy
2,853
+595
+26% +$152K 0.39% 58
2025
Q1 		$554K Buy
2,258
+1,982
+718% +$505K 0.3% 71
2024
Q4 		$66.1K Buy
+276
New +$64.3K 0.06% 105

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

Endeavor Private Wealth's JPM Position: Q2 2026 in Review

Endeavor Private Wealth reduced its JPMorgan Chase (JPM) stake by 6.6% in Q2 2026, selling an estimated $61.8K and leaving 2,838 shares worth $929K. The position accounts for 0.23% of the portfolio, ranked #84.

Endeavor Private Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.13M in Q4 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Endeavor Private Wealth held 2,838 shares of JPMorgan Chase worth $929K as of Q2 2026.
  • Endeavor Private Wealth sold 199 JPMorgan Chase shares in Q2 2026, an estimated $61.8K.
  • JPMorgan Chase made up 0.23% of Endeavor Private Wealth's portfolio in Q2 2026, its #84 holding.
  • Endeavor Private Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Endeavor Private Wealth's JPMorgan Chase position peaked at $1.13M in Q4 2025.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.