JWM
BAC icon

JGP Wealth Management’s Bank of America BAC Stock Holding History

JGP Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$870K Buy
15,274
+588
+4% +$31.3K 0.08% 115
2026
Q1 		$716K Sell
14,686
-2,045
-12% -$106K 0.07% 121
2025
Q4 		$920K Buy
16,731
+1,607
+11% +$84.9K 0.1% 117
2025
Q3 		$763K Buy
15,124
+2,538
+20% +$124K 0.08% 119
2025
Q2 		$596K Buy
12,586
+19
+0.2% +$799 0.07% 123
2025
Q1 		$524K Buy
12,567
+1,583
+14% +$70.5K 0.07% 120
2024
Q4 		$483K Sell
10,984
-577
-5% -$25.4K 0.06% 132
2024
Q3 		$459K Buy
11,561
+1,010
+10% +$40.5K 0.06% 131
2024
Q2 		$420K Sell
10,551
-40
-0.4% -$1.53K 0.06% 131
2024
Q1 		$402K Buy
10,591
+234
+2% +$8.03K 0.06% 128
2023
Q4 		$349K Buy
10,357
+121
+1% +$3.52K 0.05% 135
2023
Q3 		$280K Sell
10,236
-18
-0.2% -$533 0.05% 132
2023
Q2 		$294K Buy
10,254
+107
+1% +$3.05K 0.05% 130
2023
Q1 		$290K Sell
10,147
-1,769
-15% -$58.4K 0.05% 126
2022
Q4 		$395K Sell
11,916
-15
-0.1% -$517 0.07% 119
2022
Q3 		$367K Buy
11,931
+2,006
+20% +$67.1K 0.08% 116
2022
Q2 		$307K Buy
9,925
+6
+0.1% +$216 0.06% 123
2022
Q1 		$393K Buy
9,919
+410
+4% +$18.5K 0.07% 117
2021
Q4 		$449K Buy
9,509
+91
+1% +$4.15K 0.08% 108
2021
Q3 		$400K Buy
9,418
+5
+0.1% +$201 0.09% 109
2021
Q2 		$388K Buy
9,413
+4
+0% +$164 0.08% 115
2021
Q1 		$364K Sell
9,409
-2,039
-18% -$70.4K 0.08% 113
2020
Q4 		$372K Buy
+11,448
New +$307K 0.09% 108
2020
Q1 		– Sell
-5,806
Closed -$202K – 124
2019
Q4 		$202K Buy
+5,806
New +$188K 0.06% 132

Other funds holding BAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

JGP Wealth Management's BAC Position: Q2 2026 in Review

JGP Wealth Management increased its Bank of America (BAC) stake by 4% in Q2 2026, buying an estimated $31.3K and bringing the position to 15,274 shares worth $870K. The position accounts for 0.08% of the portfolio, ranked #115.

JGP Wealth Management first reported a position in BAC in Q4 2019 and has held it in 24 quarters since. The position peaked at $920K in Q4 2025. 1,291 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • JGP Wealth Management held 15,274 shares of Bank of America worth $870K as of Q2 2026.
  • JGP Wealth Management bought 588 Bank of America shares in Q2 2026, an estimated $31.3K.
  • Bank of America made up 0.08% of JGP Wealth Management's portfolio in Q2 2026, its #115 holding.
  • JGP Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 24 quarters since.
  • JGP Wealth Management's Bank of America position peaked at $920K in Q4 2025.
  • 1,291 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.