Flagship Private Wealth’s JPMorgan Chase JPM Stock Holding History

Flagship 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	$380K	Sell	1,161 -26	-2%	-$8.07K	0.13%	83
2026 Q1	$349K	Sell	1,187 -76	-6%	-$23.1K	0.14%	82
2025 Q4	$407K	Sell	1,263 -94	-7%	-$29.1K	0.16%	77
2025 Q3	$428K	Buy	1,357 +361	+36%	+$107K	0.17%	74
2025 Q2	$289K	Buy	996 +4	+0.4%	+$1.02K	0.12%	86
2025 Q1	$243K	Buy	992 +4	+0.4%	+$1.02K	0.12%	91
2024 Q4	$237K	Buy	988 +5	+0.5%	+$1.17K	0.11%	92
2024 Q3	$207K	Buy	+983	New	+$207K	0.11%	97
2021 Q3	–	Sell	-543	Closed	-$83.4K	–	190
2021 Q2	$83.4K	Buy	543 +3	+0.6%	+$471	0.06%	106
2021 Q1	$83.1K	Sell	540 -97	-15%	-$14K	0.07%	99
2020 Q4	$81.5K	Buy	+637	New	+$71.2K	0.08%	95

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

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

Flagship Private Wealth reduced its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, selling an estimated $8.07K and leaving 1,161 shares worth $380K. The position accounts for 0.13% of the portfolio, ranked #83.

Flagship Private Wealth first reported a position in JPM in Q4 2020 and has held it in 11 quarters since. The position peaked at $428K in Q3 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Flagship Private Wealth held 1,161 shares of JPMorgan Chase worth $380K as of Q2 2026.
Flagship Private Wealth sold 26 JPMorgan Chase shares in Q2 2026, an estimated $8.07K.
JPMorgan Chase made up 0.13% of Flagship Private Wealth's portfolio in Q2 2026, its #83 holding.
Flagship Private Wealth first reported a position in JPMorgan Chase in Q4 2020 and has held it in 11 quarters since.
Flagship Private Wealth's JPMorgan Chase position peaked at $428K in Q3 2025.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.