Gray Private Wealth’s JPMorgan Chase JPM Stock Holding History

Gray Private Wealth’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	$360K	Buy	1,099 +393	+56%	+$122K	0.16%	34
2026 Q1	$208K	Sell	706 -15	-2%	-$4.55K	0.1%	49
2025 Q4	$232K	Hold	721	–	–	0.11%	44
2025 Q3	$227K	Hold	721	–	–	0.11%	42
2025 Q2	$209K	Buy	+721	New	+$184K	0.11%	44

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

Gray Private Wealth's JPM Position: Q2 2026 in Review

Gray Private Wealth increased its JPMorgan Chase (JPM) stake by 56% in Q2 2026, buying an estimated $122K and bringing the position to 1,099 shares worth $360K. The position accounts for 0.16% of the portfolio, ranked #34.

Gray Private Wealth first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,107 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Gray Private Wealth held 1,099 shares of JPMorgan Chase worth $360K as of Q2 2026.
Gray Private Wealth bought 393 JPMorgan Chase shares in Q2 2026, an estimated $122K.
JPMorgan Chase made up 0.16% of Gray Private Wealth's portfolio in Q2 2026, its #34 holding.
Gray Private Wealth first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,107 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Gray Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.