Good Steward Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Good Steward 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	$379K	Sell	1,158 -22	-2%	-$6.83K	0.23%	42
2026 Q1	$347K	Sell	1,180 -118	-9%	-$35.8K	0.22%	40
2025 Q4	$418K	Sell	1,298 -161	-11%	-$49.8K	0.28%	37
2025 Q3	$460K	Sell	1,459 -599	-29%	-$178K	0.32%	36
2025 Q2	$597K	Sell	2,058 -752	-27%	-$192K	0.47%	34
2025 Q1	$689K	Buy	+2,810	New	+$716K	0.63%	39

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Good Steward Wealth Advisors's JPM Position: Q2 2026 in Review

Good Steward Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.9% in Q2 2026, selling an estimated $6.83K and leaving 1,158 shares worth $379K. The position accounts for 0.23% of the portfolio, ranked #42.

Good Steward Wealth Advisors first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $689K in Q1 2025. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Good Steward Wealth Advisors held 1,158 shares of JPMorgan Chase worth $379K as of Q2 2026.
Good Steward Wealth Advisors sold 22 JPMorgan Chase shares in Q2 2026, an estimated $6.83K.
JPMorgan Chase made up 0.23% of Good Steward Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Good Steward Wealth Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
Good Steward Wealth Advisors's JPMorgan Chase position peaked at $689K in Q1 2025.
5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.