HighRoad Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

HighRoad 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	$362K	Hold	1,106	–	–	0.31%	27
2026 Q1	$325K	Hold	1,106	–	–	0.32%	27
2025 Q4	$356K	Buy	+1,106	New	+$342K	0.34%	27

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

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

HighRoad Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,106 shares worth $362K. The position accounts for 0.31% of the portfolio, ranked #27.

HighRoad Wealth Advisors first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

HighRoad Wealth Advisors held 1,106 shares of JPMorgan Chase worth $362K as of Q2 2026.
HighRoad Wealth Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.31% of HighRoad Wealth Advisors's portfolio in Q2 2026, its #27 holding.
HighRoad Wealth Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.