Flagship Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Flagship Wealth Advisors’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	$1.45M	Buy	4,420 +783	+22%	+$243K	0.32%	50
2026 Q1	$1.05M	Sell	3,637 -396	-10%	-$120K	0.45%	39
2025 Q4	$1.3M	Buy	4,033 +10	+0.2%	+$3.1K	0.38%	44
2025 Q3	$1.27M	Buy	4,023 +386	+11%	+$115K	0.42%	40
2025 Q2	$1.05M	Buy	3,637 +25	+0.7%	+$6.38K	0.4%	43
2025 Q1	$886K	Hold	3,612	–	–	0.37%	46
2024 Q4	$866K	Buy	+3,612	New	+$841K	0.51%	37

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 Wealth Advisors's JPM Position: Q2 2026 in Review

Flagship Wealth Advisors increased its JPMorgan Chase (JPM) stake by 22% in Q2 2026, buying an estimated $243K and bringing the position to 4,420 shares worth $1.45M. The position accounts for 0.32% of the portfolio, ranked #50.

Flagship Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Flagship Wealth Advisors held 4,420 shares of JPMorgan Chase worth $1.45M as of Q2 2026.
Flagship Wealth Advisors bought 783 JPMorgan Chase shares in Q2 2026, an estimated $243K.
JPMorgan Chase made up 0.32% of Flagship Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Flagship Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.