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GDS Wealth Management’s JPMorgan Chase JPM Stock Holding History

GDS Wealth Management’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 		$31.4M Buy
95,954
+5,078
+6% +$1.58M 1.49% 17
2026
Q1 		$26.7M Buy
90,876
+4,273
+5% +$1.3M 1.61% 15
2025
Q4 		$27.9M Buy
86,603
+930
+1% +$288K 1.75% 14
2025
Q3 		$27M Buy
85,673
+1,600
+2% +$476K 1.78% 13
2025
Q2 		$24.4M Buy
84,073
+724
+0.9% +$185K 1.78% 11
2025
Q1 		$20.4M Buy
83,349
+3,474
+4% +$886K 1.74% 16
2024
Q4 		$19.1M Buy
79,875
+2,459
+3% +$573K 1.74% 18
2024
Q3 		$16.3M Buy
77,416
+4,700
+6% +$990K 1.59% 25
2024
Q2 		$14.7M Buy
72,716
+6,062
+9% +$1.19M 1.61% 23
2024
Q1 		$13.4M Buy
66,654
+5,924
+10% +$1.07M 1.56% 27
2023
Q4 		$10.3M Buy
60,730
+7,473
+14% +$1.13M 1.39% 30
2023
Q3 		$7.72M Buy
53,257
+4,249
+9% +$637K 1.21% 31
2023
Q2 		$7.13M Buy
49,008
+1,800
+4% +$248K 1.16% 30
2023
Q1 		$6.15M Sell
47,208
-1,988
-4% -$272K 1.09% 35
2022
Q4 		$6.6M Buy
49,196
+291
+0.6% +$36.9K 1.26% 31
2022
Q3 		$5.11M Buy
48,905
+2,201
+5% +$253K 1.14% 33
2022
Q2 		$5.26M Buy
46,704
+16,979
+57% +$2.1M 1.18% 32
2022
Q1 		$3.82M Buy
29,725
+1,916
+7% +$283K 0.84% 33
2021
Q4 		$4.4M Buy
+27,809
New +$4.57M 0.99% 27

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

GDS Wealth Management's JPM Position: Q2 2026 in Review

GDS Wealth Management increased its JPMorgan Chase (JPM) stake by 5.6% in Q2 2026, buying an estimated $1.58M and bringing the position to 95,954 shares worth $31.4M. The position accounts for 1.49% of the portfolio, ranked #17.

GDS Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • GDS Wealth Management held 95,954 shares of JPMorgan Chase worth $31.4M as of Q2 2026.
  • GDS Wealth Management bought 5,078 JPMorgan Chase shares in Q2 2026, an estimated $1.58M.
  • JPMorgan Chase made up 1.49% of GDS Wealth Management's portfolio in Q2 2026, its #17 holding.
  • GDS Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.