Graham Capital Wealth Management’s JPMorgan Chase JPM Stock Holding History

Graham Capital 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	$667K	Sell	2,037 -22	-1%	-$6.83K	0.52%	40
2026 Q1	$606K	Hold	2,059	–	–	0.54%	35
2025 Q4	$663K	Sell	2,059 -93	-4%	-$28.8K	0.61%	36
2025 Q3	$679K	Hold	2,152	–	–	0.69%	39
2025 Q2	$624K	Buy	2,152 +439	+26%	+$112K	0.69%	37
2025 Q1	$420K	Buy	1,713 +38	+2%	+$9.69K	0.45%	44
2024 Q4	$402K	Buy	1,675 +3	+0.2%	+$699	0.35%	49
2024 Q3	$353K	Buy	1,672 +22	+1%	+$4.63K	0.36%	41
2024 Q2	$334K	Hold	1,650	–	–	0.45%	31
2024 Q1	$330K	Hold	1,650	–	–	0.56%	29
2023 Q4	$281K	Buy	1,650 +45	+3%	+$6.82K	0.74%	24
2023 Q3	$233K	Hold	1,605	–	–	0.55%	35
2023 Q2	$233K	Hold	1,605	–	–	0.55%	35
2023 Q1	$209K	Sell	1,605 -91	-5%	-$12.5K	0.3%	45
2022 Q4	$227K	Buy	+1,696	New	+$215K	0.41%	41
2022 Q1	–	Sell	-1,378	Closed	-$219K	–	119
2021 Q4	$219K	Buy	+1,378	New	+$226K	0.18%	94

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

Graham Capital Wealth Management's JPM Position: Q2 2026 in Review

Graham Capital Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $6.83K and leaving 2,037 shares worth $667K. The position accounts for 0.52% of the portfolio, ranked #40.

Graham Capital Wealth Management first reported a position in JPM in Q4 2021 and has held it in 16 quarters since. The position peaked at $679K in Q3 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Graham Capital Wealth Management held 2,037 shares of JPMorgan Chase worth $667K as of Q2 2026.
Graham Capital Wealth Management sold 22 JPMorgan Chase shares in Q2 2026, an estimated $6.83K.
JPMorgan Chase made up 0.52% of Graham Capital Wealth Management's portfolio in Q2 2026, its #40 holding.
Graham Capital Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 16 quarters since.
Graham Capital Wealth Management's JPMorgan Chase position peaked at $679K in Q3 2025.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Graham Capital Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.