Granite Bay Wealth Management’s JPMorgan Chase JPM Stock Holding History

Granite Bay 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	$11.2M	Buy	34,101 +5,365	+19%	+$1.67M	1.03%	28
2026 Q1	$8.45M	Buy	28,736 +2,619	+10%	+$795K	1.8%	19
2025 Q4	$8.42M	Buy	26,117 +923	+4%	+$286K	2.02%	18
2025 Q3	$7.95M	Buy	25,194 +351	+1%	+$104K	2.07%	16
2025 Q2	$7.2M	Sell	24,843 -42	-0.2%	-$10.7K	2.31%	15
2025 Q1	$6.1M	Sell	24,885 -1,633	-6%	-$416K	2.12%	16
2024 Q4	$6.36M	Buy	26,518 +588	+2%	+$137K	2.36%	17
2024 Q3	$5.47M	Buy	25,930 +2,501	+11%	+$527K	3.07%	13
2024 Q2	$4.74M	Buy	23,429 +1,051	+5%	+$205K	2.54%	13
2024 Q1	$4.48M	Buy	+22,378	New	+$4.04M	2.55%	13
2023 Q2	$1.68M	Buy	11,523 +2,771	+32%	+$381K	1.56%	14
2023 Q1	$1.14M	Buy	+8,752	New	+$1.2M	0.8%	21

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

Granite Bay Wealth Management's JPM Position: Q2 2026 in Review

Granite Bay Wealth Management increased its JPMorgan Chase (JPM) stake by 19% in Q2 2026, buying an estimated $1.67M and bringing the position to 34,101 shares worth $11.2M. The position accounts for 1.03% of the portfolio, ranked #28.

Granite Bay Wealth Management first reported a position in JPM in Q1 2023 and has held it in 12 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Granite Bay Wealth Management held 34,101 shares of JPMorgan Chase worth $11.2M as of Q2 2026.
Granite Bay Wealth Management bought 5,365 JPMorgan Chase shares in Q2 2026, an estimated $1.67M.
JPMorgan Chase made up 1.03% of Granite Bay Wealth Management's portfolio in Q2 2026, its #28 holding.
Granite Bay Wealth Management first reported a position in JPMorgan Chase in Q1 2023 and has held it in 12 quarters since.
5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.