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Geometric Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Geometric 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 		$602K Buy
1,839
+431
+31% +$134K 0.07% 51
2026
Q1 		$414K Buy
1,408
+83
+6% +$25.2K 0.05% 61
2025
Q4 		$427K Buy
1,325
+59
+5% +$18.3K 0.05% 58
2025
Q3 		$399K Sell
1,266
-25
-2% -$7.43K 0.05% 64
2025
Q2 		$374K Buy
1,291
+70
+6% +$17.9K 0.06% 60
2025
Q1 		$300K Buy
1,221
+19
+2% +$4.84K 0.05% 62
2024
Q4 		$288K Buy
1,202
+49
+4% +$11.4K 0.05% 62
2024
Q3 		$243K Hold
1,153
– – 0.05% 62
2024
Q2 		$233K Hold
1,153
– – 0.05% 54
2024
Q1 		$231K Buy
+1,153
New +$208K 0.05% 43

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

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

Geometric Wealth Advisors increased its JPMorgan Chase (JPM) stake by 31% in Q2 2026, buying an estimated $134K and bringing the position to 1,839 shares worth $602K. The position accounts for 0.07% of the portfolio, ranked #51.

Geometric Wealth Advisors first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Geometric Wealth Advisors held 1,839 shares of JPMorgan Chase worth $602K as of Q2 2026.
  • Geometric Wealth Advisors bought 431 JPMorgan Chase shares in Q2 2026, an estimated $134K.
  • JPMorgan Chase made up 0.07% of Geometric Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Geometric Wealth Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.