Impact Partnership Wealth’s JPMorgan Chase JPM Stock Holding History

Impact Partnership 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	$1.05M	Buy	3,196 +675	+27%	+$210K	0.1%	131
2026 Q1	$742K	Sell	2,521 -177	-7%	-$53.7K	0.09%	148
2025 Q4	$869K	Sell	2,698 -3,952	-59%	-$1.22M	0.11%	126
2025 Q3	$2.1M	Buy	6,650 +1,014	+18%	+$302K	0.31%	35
2025 Q2	$1.63M	Buy	+5,636	New	+$1.44M	0.3%	33
2025 Q1	–	Sell	-4,000	Closed	-$959K	–	306
2024 Q4	$959K	Buy	4,000 +322	+9%	+$75K	0.19%	60
2024 Q3	$776K	Sell	3,678 -115	-3%	-$24.2K	0.18%	69
2024 Q2	$767K	Buy	3,793 +3,413	+898%	+$667K	0.2%	62
2024 Q1	$76.1K	Sell	380 -122	-24%	-$22K	0.03%	279
2023 Q4	$85.3K	Sell	502 -866	-63%	-$131K	0.03%	269
2023 Q3	$198K	Buy	1,368 +607	+80%	+$91K	0.06%	177
2023 Q2	$111K	Buy	+761	New	+$105K	0.04%	174

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

Impact Partnership Wealth's JPM Position: Q2 2026 in Review

Impact Partnership Wealth increased its JPMorgan Chase (JPM) stake by 27% in Q2 2026, buying an estimated $210K and bringing the position to 3,196 shares worth $1.05M. The position accounts for 0.1% of the portfolio, ranked #131.

Impact Partnership Wealth first reported a position in JPM in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.1M in Q3 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Impact Partnership Wealth held 3,196 shares of JPMorgan Chase worth $1.05M as of Q2 2026.
Impact Partnership Wealth bought 675 JPMorgan Chase shares in Q2 2026, an estimated $210K.
JPMorgan Chase made up 0.1% of Impact Partnership Wealth's portfolio in Q2 2026, its #131 holding.
Impact Partnership Wealth first reported a position in JPMorgan Chase in Q2 2023 and has held it in 12 quarters since.
Impact Partnership Wealth's JPMorgan Chase position peaked at $2.1M in Q3 2025.
5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.