JWWM
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Johnson & White Wealth Management’s JPMorgan Chase JPM Stock Holding History

Johnson & White 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 		$2.57M Sell
7,866
-76
-1% -$23.6K 0.96% 23
2026
Q1 		$2.34M Sell
7,942
-5
-0.1% -$1.52K 0.99% 23
2025
Q4 		$2.56M Sell
7,947
-181
-2% -$56K 1.11% 23
2025
Q3 		$2.56M Sell
8,128
-163
-2% -$48.5K 1.17% 22
2025
Q2 		$2.4M Sell
8,291
-71
-0.8% -$18.1K 1.21% 23
2025
Q1 		$2.05M Sell
8,362
-81
-1% -$20.6K 1.15% 23
2024
Q4 		$2.03M Buy
8,443
+1
+0% +$233 1.23% 21
2024
Q3 		$1.78M Buy
8,442
+189
+2% +$39.8K 1.53% 17
2024
Q2 		$1.67M Buy
8,253
+663
+9% +$130K 1.59% 17
2024
Q1 		$1.52M Buy
7,590
+258
+4% +$46.6K 1.11% 28
2023
Q4 		$1.25M Sell
7,332
-1,486
-17% -$225K 1.03% 27
2023
Q3 		$1.28M Sell
8,818
-38
-0.4% -$5.7K 1.16% 24
2023
Q2 		$1.29M Sell
8,856
-12
-0.1% -$1.65K 1.77% 15
2023
Q1 		$1.16M Buy
+8,868
New +$1.22M 1.03% 26
2022
Q4 		– Sell
-8,510
Closed -$889K – 100
2022
Q3 		$889K Buy
+8,510
New +$977K 1% 25

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

Johnson & White Wealth Management's JPM Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.96% in Q2 2026, selling an estimated $23.6K and leaving 7,866 shares worth $2.57M. The position accounts for 0.96% of the portfolio, ranked #23.

Johnson & White Wealth Management first reported a position in JPM in Q3 2022 and has held it in 15 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Johnson & White Wealth Management held 7,866 shares of JPMorgan Chase worth $2.57M as of Q2 2026.
  • Johnson & White Wealth Management sold 76 JPMorgan Chase shares in Q2 2026, an estimated $23.6K.
  • JPMorgan Chase made up 0.96% of Johnson & White Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Johnson & White Wealth Management first reported a position in JPMorgan Chase in Q3 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 Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.