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Fulcrum Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Fulcrum 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 		$394K Buy
1,204
+320
+36% +$99.4K 0.3% 55
2026
Q1 		$260K Buy
+884
New +$268K 0.22% 64

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

Fulcrum Wealth Advisors's JPM Position: Q2 2026 in Review

Fulcrum Wealth Advisors increased its JPMorgan Chase (JPM) stake by 36% in Q2 2026, buying an estimated $99.4K and bringing the position to 1,204 shares worth $394K. The position accounts for 0.3% of the portfolio, ranked #55.

Fulcrum Wealth Advisors first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Fulcrum Wealth Advisors held 1,204 shares of JPMorgan Chase worth $394K as of Q2 2026.
  • Fulcrum Wealth Advisors bought 320 JPMorgan Chase shares in Q2 2026, an estimated $99.4K.
  • JPMorgan Chase made up 0.3% of Fulcrum Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Fulcrum Wealth Advisors first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
  • 5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Fulcrum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.