Greenup Street Wealth Management’s JPMorgan Chase JPM Stock Holding History

Greenup Street 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	$513K	Sell	1,568 -183	-10%	-$56.8K	0.06%	95
2026 Q1	$515K	Buy	1,751 +53	+3%	+$16.1K	0.07%	90
2025 Q4	$547K	Sell	1,698 -12,605	-88%	-$3.9M	0.08%	83
2025 Q3	$4.51M	Buy	14,303 +892	+7%	+$265K	0.69%	25
2025 Q2	$3.89M	Buy	13,411 +193	+1%	+$49.3K	0.68%	32
2025 Q1	$3.24M	Buy	+13,218	New	+$3.37M	0.64%	31
2023 Q4	–	Sell	-9,310	Closed	-$1.35M	–	95
2023 Q3	$1.35M	Buy	9,310 +2,008	+27%	+$301K	0.44%	41
2023 Q2	$1.06M	Sell	7,302 -76	-1%	-$10.5K	0.29%	56
2023 Q1	$961K	Buy	7,378 +109	+1%	+$14.9K	0.34%	45
2022 Q4	$975K	Sell	7,269 -834	-10%	-$106K	0.41%	51
2022 Q3	$847K	Sell	8,103 -1,202	-13%	-$138K	0.38%	49
2022 Q2	$1.05M	Buy	+9,305	New	+$1.15M	0.49%	45

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

Greenup Street Wealth Management's JPM Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its JPMorgan Chase (JPM) stake by 10% in Q2 2026, selling an estimated $56.8K and leaving 1,568 shares worth $513K. The position accounts for 0.06% of the portfolio, ranked #95.

Greenup Street Wealth Management first reported a position in JPM in Q2 2022 and has held it in 12 quarters since. The position peaked at $4.51M in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Greenup Street Wealth Management held 1,568 shares of JPMorgan Chase worth $513K as of Q2 2026.
Greenup Street Wealth Management sold 183 JPMorgan Chase shares in Q2 2026, an estimated $56.8K.
JPMorgan Chase made up 0.06% of Greenup Street Wealth Management's portfolio in Q2 2026, its #95 holding.
Greenup Street Wealth Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 12 quarters since.
Greenup Street Wealth Management's JPMorgan Chase position peaked at $4.51M in Q3 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.