Landmark Wealth Management (New York)’s JPMorgan Chase JPM Stock Holding History

Landmark Wealth Management (New York)’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	$2.32M	Sell	7,086 -659	-9%	-$205K	0.56%	42
2026 Q1	$2.28M	Buy	+7,745	New	+$2.35M	0.61%	37

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

Landmark Wealth Management (New York)'s JPM Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its JPMorgan Chase (JPM) stake by 8.5% in Q2 2026, selling an estimated $205K and leaving 7,086 shares worth $2.32M. The position accounts for 0.56% of the portfolio, ranked #42.

Landmark Wealth Management (New York) first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Landmark Wealth Management (New York) held 7,086 shares of JPMorgan Chase worth $2.32M as of Q2 2026.
Landmark Wealth Management (New York) sold 659 JPMorgan Chase shares in Q2 2026, an estimated $205K.
JPMorgan Chase made up 0.56% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #42 holding.
Landmark Wealth Management (New York) first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.