Garrett Wealth Advisory Group’s JPMorgan Chase JPM Stock Holding History

Garrett Wealth Advisory Group’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	$2M	Sell	6,116 -280	-4%	-$87K	0.31%	33
2026 Q1	$1.88M	Buy	6,396 +2,672	+72%	+$811K	0.33%	32
2025 Q4	$1.2M	Sell	3,724 -323	-8%	-$100K	0.23%	32
2025 Q3	$1.28M	Buy	4,047 +3	+0.1%	+$892	0.25%	31
2025 Q2	$1.17M	Buy	4,044 +68	+2%	+$17.4K	0.25%	31
2025 Q1	$975K	Buy	3,976 +696	+21%	+$177K	0.22%	32
2024 Q4	$786K	Buy	3,280 +585	+22%	+$136K	0.18%	37
2024 Q3	$568K	Buy	2,695 +1	+0%	+$211	0.14%	49
2024 Q2	$545K	Buy	2,694 +1,186	+79%	+$232K	0.2%	44
2024 Q1	$302K	Buy	1,508 +1	+0.1%	+$180	0.12%	53
2023 Q4	$256K	Buy	1,507 +58	+4%	+$8.79K	0.11%	54
2023 Q3	$210K	Buy	+1,449	New	+$217K	0.1%	55
2019 Q4	–	Sell	-408	Closed	-$48K	–	363
2019 Q3	$48K	Buy	+408	New	+$46.1K	0.03%	131

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

Garrett Wealth Advisory Group's JPM Position: Q2 2026 in Review

Garrett Wealth Advisory Group reduced its JPMorgan Chase (JPM) stake by 4.4% in Q2 2026, selling an estimated $87K and leaving 6,116 shares worth $2M. The position accounts for 0.31% of the portfolio, ranked #33.

Garrett Wealth Advisory Group first reported a position in JPM in Q3 2019 and has held it in 13 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Garrett Wealth Advisory Group held 6,116 shares of JPMorgan Chase worth $2M as of Q2 2026.
Garrett Wealth Advisory Group sold 280 JPMorgan Chase shares in Q2 2026, an estimated $87K.
JPMorgan Chase made up 0.31% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #33 holding.
Garrett Wealth Advisory Group first reported a position in JPMorgan Chase in Q3 2019 and has held it in 13 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.