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Gratus Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Gratus 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 		$725K Sell
2,213
-64
-3% -$19.9K 0.09% 76
2026
Q1 		$670K Buy
2,277
+403
+22% +$122K 0.1% 75
2025
Q4 		$604K Buy
1,874
+2
+0.1% +$619 0.08% 78
2025
Q3 		$591K Sell
1,872
-135
-7% -$40.2K 0.08% 84
2025
Q2 		$582K Buy
2,007
+138
+7% +$35.2K 0.09% 84
2025
Q1 		$458K Sell
1,869
-25
-1% -$6.37K 0.08% 95
2024
Q4 		$454K Buy
1,894
+2
+0.1% +$466 0.07% 93
2024
Q3 		$399K Buy
1,892
+1
+0.1% +$211 0.07% 99
2024
Q2 		$397K Sell
1,891
-10
-0.5% -$1.96K 0.07% 98
2024
Q1 		$344K Buy
1,901
+78
+4% +$14.1K 0.06% 103
2023
Q4 		$310K Buy
+1,823
New +$276K 0.06% 114

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Gratus Wealth Advisors's JPM Position: Q2 2026 in Review

Gratus Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 2.8% in Q2 2026, selling an estimated $19.9K and leaving 2,213 shares worth $725K. The position accounts for 0.09% of the portfolio, ranked #76.

Gratus Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Gratus Wealth Advisors held 2,213 shares of JPMorgan Chase worth $725K as of Q2 2026.
  • Gratus Wealth Advisors sold 64 JPMorgan Chase shares in Q2 2026, an estimated $19.9K.
  • JPMorgan Chase made up 0.09% of Gratus Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Gratus Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.