Entruity Wealth’s JPMorgan Chase JPM Stock Holding History

Entruity 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	$449K	Buy	1,372 +2	+0.1%	+$621	0.29%	45
2026 Q1	$403K	Hold	1,370	–	–	0.27%	39
2025 Q4	$441K	Hold	1,370	–	–	0.31%	36
2025 Q3	$432K	Hold	1,370	–	–	0.34%	34
2025 Q2	$397K	Hold	1,370	–	–	0.34%	34
2025 Q1	$336K	Hold	1,370	–	–	0.32%	34
2024 Q4	$328K	Buy	+1,370	New	+$319K	0.33%	35

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 $3.38T AUM 44.17% 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

Entruity Wealth's JPM Position: Q2 2026 in Review

Entruity Wealth increased its JPMorgan Chase (JPM) stake by 0.15% in Q2 2026, buying an estimated $621 and bringing the position to 1,372 shares worth $449K. The position accounts for 0.29% of the portfolio, ranked #45.

Entruity Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Entruity Wealth held 1,372 shares of JPMorgan Chase worth $449K as of Q2 2026.
Entruity Wealth bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
JPMorgan Chase made up 0.29% of Entruity Wealth's portfolio in Q2 2026, its #45 holding.
Entruity Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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