GPW
JPM icon

Gentry Private Wealth’s JPMorgan Chase JPM Stock Holding History

Gentry Private Wealth’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 		$882K Buy
2,693
+367
+16% +$114K 0.45% 33
2026
Q1 		$684K Sell
2,326
-256
-10% -$77.7K 0.41% 37
2025
Q4 		$832K Buy
2,582
+56
+2% +$17.3K 0.52% 28
2025
Q3 		$797K Buy
2,526
+103
+4% +$30.6K 0.56% 26
2025
Q2 		$702K Buy
2,423
+16
+0.7% +$4.08K 0.54% 29
2025
Q1 		$590K Buy
+2,407
New +$614K 0.49% 33
2024
Q4 		– Sell
-2,374
Closed -$501K – 56
2024
Q3 		$501K Sell
2,374
-65
-3% -$13.7K 0.41% 39
2024
Q2 		$493K Buy
+2,439
New +$477K 0.43% 31

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Gentry Private Wealth's JPM Position: Q2 2026 in Review

Gentry Private Wealth increased its JPMorgan Chase (JPM) stake by 16% in Q2 2026, buying an estimated $114K and bringing the position to 2,693 shares worth $882K. The position accounts for 0.45% of the portfolio, ranked #33.

Gentry Private Wealth first reported a position in JPM in Q2 2024 and has held it in 8 quarters since. 3,450 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gentry Private Wealth held 2,693 shares of JPMorgan Chase worth $882K as of Q2 2026.
  • Gentry Private Wealth bought 367 JPMorgan Chase shares in Q2 2026, an estimated $114K.
  • JPMorgan Chase made up 0.45% of Gentry Private Wealth's portfolio in Q2 2026, its #33 holding.
  • Gentry Private Wealth first reported a position in JPMorgan Chase in Q2 2024 and has held it in 8 quarters since.
  • 3,450 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.