JWM
JPM icon

Jeppson Wealth Management’s JPMorgan Chase JPM Stock Holding History

Jeppson 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 		$4.1M Sell
12,527
-30
-0.2% -$9.32K 1.21% 16
2026
Q1 		$3.69M Sell
12,557
-19
-0.2% -$5.77K 1.16% 19
2025
Q4 		$4.05M Sell
12,576
-29
-0.2% -$8.98K 1.28% 17
2025
Q3 		$3.98M Sell
12,605
-51
-0.4% -$15.2K 1.27% 15
2025
Q2 		$3.67M Sell
12,656
-715
-5% -$182K 1.27% 15
2025
Q1 		$3.28M Sell
13,371
-898
-6% -$229K 1.2% 16
2024
Q4 		$3.42M Sell
14,269
-19
-0.1% -$4.42K 1.24% 15
2024
Q3 		$3.01M Sell
14,288
-40
-0.3% -$8.43K 1.08% 17
2024
Q2 		$2.9M Sell
14,328
-9
-0.1% -$1.76K 1.11% 18
2024
Q1 		$2.87M Sell
14,337
-310
-2% -$55.9K 1.11% 19
2023
Q4 		$2.49M Sell
14,647
-4
-0% -$606 1.03% 20
2023
Q3 		$2.12M Sell
14,651
-700
-5% -$105K 0.97% 22
2023
Q2 		$2.23M Sell
15,351
-296
-2% -$40.7K 0.97% 21
2023
Q1 		$2.04M Sell
15,647
-256
-2% -$35.1K 0.89% 24
2022
Q4 		$2.13M Sell
15,903
-684
-4% -$86.7K 0.9% 24
2022
Q3 		$1.73M Sell
16,587
-706
-4% -$81K 0.79% 27
2022
Q2 		$1.95M Buy
17,293
+1,874
+12% +$232K 0.84% 23
2022
Q1 		$2.1M Buy
15,419
+1,651
+12% +$244K 0.98% 20
2021
Q4 		$2.18M Buy
13,768
+85
+0.6% +$14K 1.05% 19
2021
Q3 		$2.24M Buy
13,683
+210
+2% +$32.9K 1.17% 16
2021
Q2 		$2.1M Sell
13,473
-125
-0.9% -$19.6K 1.14% 17
2021
Q1 		$2.07M Sell
13,598
-1,715
-11% -$247K 1.23% 16
2020
Q4 		$1.95M Buy
15,313
+1,300
+9% +$145K 1.29% 14
2020
Q3 		$1.35M Buy
+14,013
New +$1.38M 1.06% 20

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

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

Jeppson Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.24% in Q2 2026, selling an estimated $9.32K and leaving 12,527 shares worth $4.1M. The position accounts for 1.21% of the portfolio, ranked #16.

Jeppson Wealth Management first reported a position in JPM in Q3 2020 and has held it in 24 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Jeppson Wealth Management held 12,527 shares of JPMorgan Chase worth $4.1M as of Q2 2026.
  • Jeppson Wealth Management sold 30 JPMorgan Chase shares in Q2 2026, an estimated $9.32K.
  • JPMorgan Chase made up 1.21% of Jeppson Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Jeppson Wealth Management first reported a position in JPMorgan Chase in Q3 2020 and has held it in 24 quarters since.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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