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GSB Wealth Management’s JPMorgan Chase JPM Stock Holding History

GSB 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 		$4.12M Sell
12,585
-100
-0.8% -$31.1K 0.83% 34
2026
Q1 		$3.73M Sell
12,685
-388
-3% -$118K 0.84% 35
2025
Q4 		$4.21M Sell
13,073
-186
-1% -$57.6K 0.95% 30
2025
Q3 		$4.18M Sell
13,259
-925
-7% -$275K 0.95% 32
2025
Q2 		$4.11M Buy
14,184
+21
+0.1% +$5.36K 1.01% 28
2025
Q1 		$3.47M Sell
14,163
-1,055
-7% -$269K 0.91% 28
2024
Q4 		$3.65M Sell
15,218
-80
-0.5% -$18.6K 0.94% 26
2024
Q3 		$3.23M Sell
15,298
-665
-4% -$140K 0.83% 34
2024
Q2 		$3.23M Sell
15,963
-104
-0.6% -$20.3K 0.88% 30
2024
Q1 		$3.22M Sell
16,067
-226
-1% -$40.8K 0.91% 29
2023
Q4 		$2.77M Sell
16,293
-350
-2% -$53K 0.85% 32
2023
Q3 		$2.41M Buy
16,643
+33
+0.2% +$4.95K 0.81% 35
2023
Q2 		$2.42M Buy
16,610
+116
+0.7% +$16K 0.79% 39
2023
Q1 		$2.15M Sell
16,494
-1,488
-8% -$204K 0.7% 44
2022
Q4 		$2.41M Sell
17,982
-7,078
-28% -$897K 0.86% 35
2022
Q3 		$2.62M Sell
25,060
-272
-1% -$31.2K 0.95% 27
2022
Q2 		$2.85M Sell
25,332
-403
-2% -$49.9K 0.97% 27
2022
Q1 		$3.51M Sell
25,735
-1,084
-4% -$160K 1.02% 22
2021
Q4 		$4.25M Buy
26,819
+3,682
+16% +$605K 1.22% 13
2021
Q3 		$3.79M Sell
23,137
-4,459
-16% -$699K 1.95% 9
2021
Q2 		$4.29M Buy
27,596
+301
+1% +$47.3K 1.34% 10
2021
Q1 		$4.16M Buy
+27,295
New +$3.93M 1.38% 9
2020
Q1 		– Sell
-1,500
Closed -$209K – 54
2019
Q4 		$209K Buy
+1,500
New +$192K 0.86% 52
2017
Q3 		– Sell
-2,246
Closed -$205K – 56
2017
Q2 		$205K Buy
+2,246
New +$194K 0.93% 52

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

GSB Wealth Management's JPM Position: Q2 2026 in Review

GSB Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.79% in Q2 2026, selling an estimated $31.1K and leaving 12,585 shares worth $4.12M. The position accounts for 0.83% of the portfolio, ranked #34.

GSB Wealth Management first reported a position in JPM in Q2 2017 and has held it in 24 quarters since. The position peaked at $4.29M in Q2 2021. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • GSB Wealth Management held 12,585 shares of JPMorgan Chase worth $4.12M as of Q2 2026.
  • GSB Wealth Management sold 100 JPMorgan Chase shares in Q2 2026, an estimated $31.1K.
  • JPMorgan Chase made up 0.83% of GSB Wealth Management's portfolio in Q2 2026, its #34 holding.
  • GSB Wealth Management first reported a position in JPMorgan Chase in Q2 2017 and has held it in 24 quarters since.
  • GSB Wealth Management's JPMorgan Chase position peaked at $4.29M in Q2 2021.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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