IW
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Imprint Wealth’s JPMorgan Chase JPM Stock Holding History

Imprint 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 		$367K Hold
1,122
– – 1.49% 17
2026
Q1 		$330K Sell
1,122
-35
-3% -$10.6K 1.51% 18
2025
Q4 		$373K Sell
1,157
-1,173
-50% -$363K 1.74% 17
2025
Q3 		$735K Buy
+2,330
New +$693K 2.35% 14
2024
Q1 		$6.79M Buy
34,120
+21,596
+172% +$3.9M 1.65% 10
2023
Q4 		$2.14M Sell
12,524
-1,610
-11% -$244K 1.72% 11
2023
Q3 		$2.05M Sell
14,134
-2,846
-17% -$427K 1.73% 10
2023
Q2 		$2.52M Buy
16,980
+1,031
+6% +$142K 1.59% 11
2023
Q1 		$2.13M Buy
+15,949
New +$2.19M 1.4% 16

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

Imprint Wealth's JPM Position: Q2 2026 in Review

Imprint Wealth held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,122 shares worth $367K. The position accounts for 1.49% of the portfolio, ranked #17.

Imprint Wealth first reported a position in JPM in Q1 2023 and has held it in 9 quarters since. The position peaked at $6.79M in Q1 2024. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Imprint Wealth held 1,122 shares of JPMorgan Chase worth $367K as of Q2 2026.
  • Imprint Wealth left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 1.49% of Imprint Wealth's portfolio in Q2 2026, its #17 holding.
  • Imprint Wealth first reported a position in JPMorgan Chase in Q1 2023 and has held it in 9 quarters since.
  • Imprint Wealth's JPMorgan Chase position peaked at $6.79M in Q1 2024.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Imprint Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.