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EPG Wealth Management’s JPMorgan Chase JPM Stock Holding History

EPG 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 		$7.55M Buy
23,059
+2,246
+11% +$697K 1.81% 14
2026
Q1 		$6.12M Buy
20,813
+155
+0.8% +$47K 1.66% 15
2025
Q4 		$6.66M Buy
20,658
+561
+3% +$174K 1.79% 12
2025
Q3 		$6.34M Sell
20,097
-849
-4% -$253K 1.75% 12
2025
Q2 		$6.07M Sell
20,946
-2,515
-11% -$642K 1.82% 11
2025
Q1 		$5.75M Sell
23,461
-1,523
-6% -$388K 1.6% 12
2024
Q4 		$5.99M Sell
24,984
-1,778
-7% -$414K 1.58% 12
2024
Q3 		$5.64M Buy
+26,762
New +$5.64M 1.42% 13
2024
Q2 		– Sell
-29,180
Closed -$5.7M – 13
2024
Q1 		$5.84M Sell
29,180
-186
-0.6% -$33.6K 1.43% 12
2023
Q4 		$5.12M Sell
29,366
-1,926
-6% -$292K 1.35% 14
2023
Q3 		$4.54M Buy
31,292
+157
+0.5% +$23.5K 1.37% 14
2023
Q2 		$4.53M Buy
31,135
+2
+0% +$275 1.34% 14
2023
Q1 		$4.06M Buy
31,133
+6,464
+26% +$886K 1.28% 14
2022
Q4 		$3.31M Sell
24,669
-183
-0.7% -$23.2K 1.26% 15
2022
Q3 		$2.6M Buy
24,852
+2,518
+11% +$289K 1.07% 16
2022
Q2 		$2.52M Buy
22,334
+93
+0.4% +$11.5K 1.07% 16
2022
Q1 		$3.03M Buy
22,241
+2,331
+12% +$344K 1.05% 19
2021
Q4 		$3.15M Buy
19,910
+3,868
+24% +$635K 1.11% 18
2021
Q3 		$2.63M Buy
16,042
+740
+5% +$116K 1.05% 20
2021
Q2 		$2.38M Buy
15,302
+666
+5% +$105K 1.01% 22
2021
Q1 		$2.23M Buy
14,636
+923
+7% +$133K 1.08% 22
2020
Q4 		$1.74M Buy
13,713
+1,336
+11% +$149K 1.05% 20
2020
Q3 		$1.19M Buy
12,377
+960
+8% +$94.3K 0.88% 29
2020
Q2 		$1.07M Buy
11,417
+916
+9% +$86.9K 0.76% 33
2020
Q1 		$946K Buy
10,501
+1,111
+12% +$135K 0.69% 35
2019
Q4 		$1.31M Buy
+9,390
New +$1.2M 0.96% 27

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

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

EPG Wealth Management increased its JPMorgan Chase (JPM) stake by 11% in Q2 2026, buying an estimated $697K and bringing the position to 23,059 shares worth $7.55M. The position accounts for 1.81% of the portfolio, ranked #14.

EPG Wealth Management first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • EPG Wealth Management held 23,059 shares of JPMorgan Chase worth $7.55M as of Q2 2026.
  • EPG Wealth Management bought 2,246 JPMorgan Chase shares in Q2 2026, an estimated $697K.
  • JPMorgan Chase made up 1.81% of EPG Wealth Management's portfolio in Q2 2026, its #14 holding.
  • EPG Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.