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Intentional Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Intentional Wealth Strategies’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 		$432K Sell
1,319
-29
-2% -$9.01K 0.4% 36
2026
Q1 		$397K Buy
+1,348
New +$409K 0.37% 34

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Intentional Wealth Strategies's JPM Position: Q2 2026 in Review

Intentional Wealth Strategies reduced its JPMorgan Chase (JPM) stake by 2.2% in Q2 2026, selling an estimated $9.01K and leaving 1,319 shares worth $432K. The position accounts for 0.4% of the portfolio, ranked #36.

Intentional Wealth Strategies first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 4,933 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Intentional Wealth Strategies held 1,319 shares of JPMorgan Chase worth $432K as of Q2 2026.
  • Intentional Wealth Strategies sold 29 JPMorgan Chase shares in Q2 2026, an estimated $9.01K.
  • JPMorgan Chase made up 0.4% of Intentional Wealth Strategies's portfolio in Q2 2026, its #36 holding.
  • Intentional Wealth Strategies first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
  • 4,933 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.