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GK Wealth Management’s JPMorgan Chase JPM Stock Holding History

GK 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 		$575K Buy
1,755
+598
+52% +$186K 0.3% 78
2026
Q1 		$328K Sell
1,157
-296
-20% -$89.8K 0.29% 39
2025
Q4 		$468K Sell
1,453
-158
-10% -$48.9K 0.31% 82
2025
Q3 		$508K Buy
1,611
+112
+7% +$33.3K 0.37% 68
2025
Q2 		$435K Sell
1,499
-69
-4% -$17.6K 0.39% 64
2025
Q1 		$385K Sell
1,568
-106
-6% -$27K 0.44% 59
2024
Q4 		$401K Buy
+1,674
New +$390K 0.51% 51

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

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

GK Wealth Management increased its JPMorgan Chase (JPM) stake by 52% in Q2 2026, buying an estimated $186K and bringing the position to 1,755 shares worth $575K. The position accounts for 0.3% of the portfolio, ranked #78.

GK Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • GK Wealth Management held 1,755 shares of JPMorgan Chase worth $575K as of Q2 2026.
  • GK Wealth Management bought 598 JPMorgan Chase shares in Q2 2026, an estimated $186K.
  • JPMorgan Chase made up 0.3% of GK Wealth Management's portfolio in Q2 2026, its #78 holding.
  • GK Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on GK Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.