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Golden State Wealth Management’s JPMorgan Chase JPM Stock Holding History

Golden State 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 		$4.42M Sell
13,508
-434
-3% -$135K 0.4% 49
2026
Q1 		$4.1M Buy
13,942
+1,014
+8% +$308K 0.45% 42
2025
Q4 		$4.17M Buy
12,928
+82
+0.6% +$25.4K 0.44% 42
2025
Q3 		$4.05M Buy
12,846
+192
+2% +$57.1K 0.45% 43
2025
Q2 		$3.67M Sell
12,654
-251
-2% -$64.1K 0.45% 41
2025
Q1 		$3.17M Buy
12,905
+34
+0.3% +$8.67K 0.47% 41
2024
Q4 		$3.09M Buy
+12,871
New +$3M 0.46% 44
2022
Q1 		$1.67M Sell
12,247
-3,357
-22% -$496K 0.33% 60
2021
Q4 		$2.47M Buy
15,604
+1,840
+13% +$302K 0.43% 45
2021
Q3 		$2.25M Sell
13,764
-118
-0.9% -$18.5K 0.49% 35
2021
Q2 		$2.16M Buy
13,882
+2,306
+20% +$362K 0.48% 39
2021
Q1 		$1.76M Sell
11,576
-1,814
-14% -$261K 0.58% 34
2020
Q4 		$1.7M Buy
13,390
+611
+5% +$68.3K 0.49% 40
2020
Q3 		$1.23M Sell
12,779
-1,438
-10% -$141K 0.41% 41
2020
Q2 		$1.34M Buy
14,217
+2,779
+24% +$264K 0.43% 38
2020
Q1 		$1.03M Buy
11,438
+8,503
+290% +$1.03M 0.45% 37
2019
Q4 		$409K Sell
2,935
-12,298
-81% -$1.58M 0.08% 33
2019
Q3 		$1.79M Buy
15,233
+584
+4% +$66.1K 0.59% 33
2019
Q2 		$1.64M Sell
14,649
-2,317
-14% -$255K 0.52% 40
2019
Q1 		$1.72M Buy
+16,966
New +$1.75M 0.57% 38

Other funds holding JPM

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Golden State Wealth Management's JPM Position: Q2 2026 in Review

Golden State Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, selling an estimated $135K and leaving 13,508 shares worth $4.42M. The position accounts for 0.4% of the portfolio, ranked #49.

Golden State Wealth Management first reported a position in JPM in Q1 2019 and has held it in 20 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Golden State Wealth Management held 13,508 shares of JPMorgan Chase worth $4.42M as of Q2 2026.
  • Golden State Wealth Management sold 434 JPMorgan Chase shares in Q2 2026, an estimated $135K.
  • JPMorgan Chase made up 0.4% of Golden State Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Golden State Wealth Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 20 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.