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Keudell/Morrison Wealth Management’s JPMorgan Chase JPM Stock Holding History

Keudell/Morrison 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 		$3.11M Buy
9,490
+16
+0.2% +$4.97K 0.59% 37
2026
Q1 		$2.79M Buy
9,474
+590
+7% +$179K 0.57% 36
2025
Q4 		$2.86M Buy
+8,884
New +$2.75M 0.6% 34
2025
Q2 		$2.75M Sell
9,484
-941
-9% -$240K 0.61% 31
2025
Q1 		$2.56M Sell
10,425
-164
-2% -$41.8K 0.6% 29
2024
Q4 		$2.54M Sell
10,589
-56
-0.5% -$13K 0.66% 29
2024
Q3 		$2.24M Sell
10,645
-60
-0.6% -$12.6K 0.61% 35
2024
Q2 		$2.17M Sell
10,705
-365
-3% -$71.4K 0.63% 34
2024
Q1 		$2.22M Sell
11,070
-129
-1% -$23.3K 0.67% 31
2023
Q4 		$1.9M Sell
11,199
-726
-6% -$110K 0.63% 30
2023
Q3 		$1.73M Buy
11,925
+89
+0.8% +$13.3K 0.53% 34
2023
Q2 		$1.72M Sell
11,836
-51
-0.4% -$7.01K 0.5% 34
2023
Q1 		$1.55M Sell
11,887
-2,116
-15% -$290K 0.46% 36
2022
Q4 		$1.88M Buy
14,003
+570
+4% +$72.2K 0.6% 27
2022
Q3 		$1.4M Buy
13,433
+941
+8% +$108K 0.53% 35
2022
Q2 		$1.41M Buy
12,492
+319
+3% +$39.5K 0.51% 40
2022
Q1 		$1.66M Buy
12,173
+603
+5% +$89K 0.69% 33
2021
Q4 		$1.83M Sell
11,570
-683
-6% -$112K 0.72% 30
2021
Q3 		$2.01M Buy
12,253
+270
+2% +$42.3K 0.86% 24
2021
Q2 		$1.86M Buy
11,983
+116
+1% +$18.2K 1.02% 24
2021
Q1 		$1.81M Sell
11,867
-1,299
-10% -$187K 1.05% 24
2020
Q4 		$1.67M Buy
13,166
+739
+6% +$82.6K 1.06% 22
2020
Q3 		$1.2M Buy
12,427
+947
+8% +$93K 0.77% 33
2020
Q2 		$1.08M Buy
11,480
+1,146
+11% +$109K 0.89% 33
2020
Q1 		$930K Buy
10,334
+238
+2% +$28.9K 0.91% 35
2019
Q4 		$1.41M Sell
10,096
-54
-0.5% -$6.93K 0.97% 27
2019
Q3 		$1.2M Sell
10,150
-240
-2% -$27.1K 0.99% 32
2019
Q2 		$1.12M Sell
10,390
-15
-0.1% -$1.65K 0.98% 35
2019
Q1 		$1.05M Buy
+10,405
New +$1.07M 0.93% 38

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

Keudell/Morrison Wealth Management's JPM Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its JPMorgan Chase (JPM) stake by 0.17% in Q2 2026, buying an estimated $4.97K and bringing the position to 9,490 shares worth $3.11M. The position accounts for 0.59% of the portfolio, ranked #37.

Keudell/Morrison Wealth Management first reported a position in JPM in Q1 2019 and has held it in 29 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Keudell/Morrison Wealth Management held 9,490 shares of JPMorgan Chase worth $3.11M as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 16 JPMorgan Chase shares in Q2 2026, an estimated $4.97K.
  • JPMorgan Chase made up 0.59% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Keudell/Morrison Wealth Management first reported a position in JPMorgan Chase in Q1 2019 and has held it in 29 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.