GC Wealth Management RIA’s JPMorgan Chase JPM Stock Holding History

GC Wealth Management RIA’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	$12.8M	Sell	39,243 -12,497	-24%	-$3.88M	0.74%	21
2026 Q1	$15.2M	Buy	51,740 +1,633	+3%	+$496K	0.63%	22
2025 Q4	$16.1M	Sell	50,107 -25,697	-34%	-$7.96M	0.59%	26
2025 Q3	$23.9M	Buy	75,804 +27,913	+58%	+$8.3M	0.79%	16
2025 Q2	$13.9M	Buy	47,891 +16,365	+52%	+$4.18M	1.13%	12
2025 Q1	$7.73M	Buy	31,526 +834	+3%	+$213K	1.42%	13
2024 Q4	$7.36M	Buy	30,692 +1,483	+5%	+$345K	1.29%	16
2024 Q3	$6.16M	Buy	29,209 +8,856	+44%	+$1.87M	1.08%	19
2024 Q2	$4.12M	Buy	20,353 +79	+0.4%	+$15.4K	0.81%	25
2024 Q1	$4.06M	Buy	20,274 +3,049	+18%	+$550K	0.81%	27
2023 Q4	$2.93M	Buy	+17,225	New	+$2.61M	1.32%	17

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

GC Wealth Management RIA's JPM Position: Q2 2026 in Review

GC Wealth Management RIA reduced its JPMorgan Chase (JPM) stake by 24% in Q2 2026, selling an estimated $3.88M and leaving 39,243 shares worth $12.8M. The position accounts for 0.74% of the portfolio, ranked #21.

GC Wealth Management RIA first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $23.9M in Q3 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

GC Wealth Management RIA held 39,243 shares of JPMorgan Chase worth $12.8M as of Q2 2026.
GC Wealth Management RIA sold 12,497 JPMorgan Chase shares in Q2 2026, an estimated $3.88M.
JPMorgan Chase made up 0.74% of GC Wealth Management RIA's portfolio in Q2 2026, its #21 holding.
GC Wealth Management RIA first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's JPMorgan Chase position peaked at $23.9M in Q3 2025.
5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.