Grant Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Grant Private 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	$3.11M	Buy	9,490 +512	+6%	+$159K	1.31%	15
2026 Q1	$2.64M	Buy	8,978 +208	+2%	+$63.1K	1.4%	13
2025 Q4	$2.83M	Sell	8,770 -182	-2%	-$56.3K	1.71%	12
2025 Q3	$2.82M	Buy	8,952 +5,333	+147%	+$1.59M	1.74%	11
2025 Q2	$1.05M	Sell	3,619 -3,746	-51%	-$956K	0.59%	35
2025 Q1	$1.81M	Buy	7,365 +605	+9%	+$154K	1.95%	13
2024 Q4	$1.62M	Buy	+6,760	New	+$1.57M	1.75%	16

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

Grant Private Wealth Management's JPM Position: Q2 2026 in Review

Grant Private Wealth Management increased its JPMorgan Chase (JPM) stake by 5.7% in Q2 2026, buying an estimated $159K and bringing the position to 9,490 shares worth $3.11M. The position accounts for 1.31% of the portfolio, ranked #15.

Grant Private Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 967 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Grant Private Wealth Management held 9,490 shares of JPMorgan Chase worth $3.11M as of Q2 2026.
Grant Private Wealth Management bought 512 JPMorgan Chase shares in Q2 2026, an estimated $159K.
JPMorgan Chase made up 1.31% of Grant Private Wealth Management's portfolio in Q2 2026, its #15 holding.
Grant Private Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
967 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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