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Jackson Thornton Wealth Management’s JPMorgan Chase JPM Stock Holding History

Jackson Thornton 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 		$1.49M Buy
4,564
+1,764
+63% +$548K 0.12% 51
2026
Q1 		$868K Sell
2,800
-177
-6% -$53.7K 0.08% 68
2025
Q4 		$996K Sell
2,977
-361
-11% -$112K 0.09% 58
2025
Q3 		$1.01M Buy
3,338
+886
+36% +$264K 0.1% 47
2025
Q2 		$693K Sell
2,452
-731
-23% -$187K 0.08% 45
2025
Q1 		$738K Buy
3,183
+589
+23% +$150K 0.1% 42
2024
Q4 		$622K Buy
2,594
+712
+38% +$166K 0.08% 45
2024
Q3 		$397K Hold
1,882
– – 0.05% 46
2024
Q2 		$381K Hold
1,882
– – 0.06% 47
2024
Q1 		$377K Sell
1,882
-2
-0.1% -$361 0.06% 38
2023
Q4 		$320K Buy
1,884
+145
+8% +$22K 0.06% 39
2023
Q3 		$252K Buy
1,739
+127
+8% +$19K 0.05% 38
2023
Q2 		$234K Buy
+1,612
New +$222K 0.05% 38
2023
Q1 		– Sell
-1,619
Closed -$217K – 36
2022
Q4 		$217K Buy
+1,619
New +$205K 0.05% 34
2022
Q3 		– Sell
-2,005
Closed -$226K – 32
2022
Q2 		$226K Buy
+2,005
New +$248K 0.06% 23

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

Jackson Thornton Wealth Management's JPM Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its JPMorgan Chase (JPM) stake by 63% in Q2 2026, buying an estimated $548K and bringing the position to 4,564 shares worth $1.49M. The position accounts for 0.12% of the portfolio, ranked #51.

Jackson Thornton Wealth Management first reported a position in JPM in Q2 2022 and has held it in 15 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Jackson Thornton Wealth Management held 4,564 shares of JPMorgan Chase worth $1.49M as of Q2 2026.
  • Jackson Thornton Wealth Management bought 1,764 JPMorgan Chase shares in Q2 2026, an estimated $548K.
  • JPMorgan Chase made up 0.12% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Jackson Thornton Wealth Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 15 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.