JPL Wealth Management’s JPMorgan Chase JPM Stock Holding History

JPL 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	$4.79M	Sell	14,640 -30	-0.2%	-$9.32K	0.95%	39
2026 Q1	$4.32M	Sell	14,670 -408	-3%	-$124K	0.99%	36
2025 Q4	$4.86M	Sell	15,078 -460	-3%	-$142K	1.18%	31
2025 Q3	$4.9M	Sell	15,538 -382	-2%	-$114K	1.16%	26
2025 Q2	$4.62M	Sell	15,920 -56	-0.4%	-$14.3K	1.25%	29
2025 Q1	$3.92M	Sell	15,976 -727	-4%	-$185K	1.12%	33
2024 Q4	$4M	Buy	+16,703	New	+$3.89M	1.15%	29
2024 Q2	$2.4M	Buy	11,842 +1,037	+10%	+$203K	1.17%	35
2024 Q1	$2.16M	Buy	10,805 +2,031	+23%	+$366K	1.19%	36
2023 Q4	$1.49M	Buy	+8,774	New	+$1.33M	1.08%	42

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

JPL Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.2% in Q2 2026, selling an estimated $9.32K and leaving 14,640 shares worth $4.79M. The position accounts for 0.95% of the portfolio, ranked #39.

JPL Wealth Management first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.9M in Q3 2025. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

JPL Wealth Management held 14,640 shares of JPMorgan Chase worth $4.79M as of Q2 2026.
JPL Wealth Management sold 30 JPMorgan Chase shares in Q2 2026, an estimated $9.32K.
JPMorgan Chase made up 0.95% of JPL Wealth Management's portfolio in Q2 2026, its #39 holding.
JPL Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's JPMorgan Chase position peaked at $4.9M in Q3 2025.
5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.