Endowment Wealth Management’s JPMorgan Chase JPM Stock Holding History

Endowment 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	$545K	Buy	1,665 +20	+1%	+$6.21K	0.21%	82
2026 Q1	$484K	Buy	1,645 +15	+0.9%	+$4.55K	0.21%	82
2025 Q4	$525K	Buy	1,630 +265	+19%	+$82K	0.24%	82
2025 Q3	$431K	Sell	1,365 -131	-9%	-$39K	0.2%	90
2025 Q2	$434K	Buy	1,496 +653	+77%	+$167K	0.22%	83
2025 Q1	$207K	Buy	+843	New	+$215K	0.13%	137

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

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

Endowment Wealth Management increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $6.21K and bringing the position to 1,665 shares worth $545K. The position accounts for 0.21% of the portfolio, ranked #82.

Endowment Wealth Management first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Endowment Wealth Management held 1,665 shares of JPMorgan Chase worth $545K as of Q2 2026.
Endowment Wealth Management bought 20 JPMorgan Chase shares in Q2 2026, an estimated $6.21K.
JPMorgan Chase made up 0.21% of Endowment Wealth Management's portfolio in Q2 2026, its #82 holding.
Endowment Wealth Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.