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Jessup Wealth Management’s JPMorgan Chase JPM Stock Holding History

Jessup 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 		$5.58M Sell
17,060
-410
-2% -$127K 1.67% 21
2026
Q1 		$5.14M Sell
17,470
-47
-0.3% -$14.3K 1.88% 20
2025
Q4 		$5.64M Buy
17,517
+1,586
+10% +$491K 1.87% 19
2025
Q3 		$5.03M Buy
15,931
+60
+0.4% +$17.8K 1.87% 17
2025
Q2 		$4.6M Buy
15,871
+49
+0.3% +$12.5K 1.85% 18
2025
Q1 		$3.88M Buy
15,822
+14,866
+1,555% +$3.79M 1.63% 21
2024
Q4 		$229K Buy
+956
New +$223K 0.1% 62
2024
Q3 		– Sell
-15,321
Closed -$3.1M – 63
2024
Q2 		$3.1M Buy
15,321
+65
+0.4% +$12.7K 1.32% 26
2024
Q1 		$3.06M Sell
15,256
-32,204
-68% -$5.81M 1.31% 27
2023
Q4 		$8.07M Sell
47,460
-930
-2% -$141K 4.03% 8
2023
Q3 		$7.02M Buy
48,390
+33,376
+222% +$5M 4.04% 5
2023
Q2 		$2.18M Sell
15,014
-635
-4% -$87.3K 1.17% 26
2023
Q1 		$2.04M Buy
15,649
+715
+5% +$98K 1.21% 24
2022
Q4 		$2M Buy
+14,934
New +$1.89M 1.27% 26

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

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

Jessup Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.3% in Q2 2026, selling an estimated $127K and leaving 17,060 shares worth $5.58M. The position accounts for 1.67% of the portfolio, ranked #21.

Jessup Wealth Management first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.07M in Q4 2023. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Jessup Wealth Management held 17,060 shares of JPMorgan Chase worth $5.58M as of Q2 2026.
  • Jessup Wealth Management sold 410 JPMorgan Chase shares in Q2 2026, an estimated $127K.
  • JPMorgan Chase made up 1.67% of Jessup Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Jessup Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Jessup Wealth Management's JPMorgan Chase position peaked at $8.07M in Q4 2023.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Jessup Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.