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Jacksonville Wealth Management’s JPMorgan Chase JPM Stock Holding History

Jacksonville 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 		$275K Hold
840
– – 0.16% 64
2026
Q1 		$247K Buy
840
+13
+2% +$3.94K 0.17% 63
2025
Q4 		$266K Hold
827
– – 0.19% 65
2025
Q3 		$261K Hold
827
– – 0.19% 61
2025
Q2 		$240K Buy
+827
New +$211K 0.19% 60

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

Jacksonville Wealth Management's JPM Position: Q2 2026 in Review

Jacksonville Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 840 shares worth $275K. The position accounts for 0.16% of the portfolio, ranked #64.

Jacksonville Wealth Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Jacksonville Wealth Management held 840 shares of JPMorgan Chase worth $275K as of Q2 2026.
  • Jacksonville Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.16% of Jacksonville Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Jacksonville Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Jacksonville Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.