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LeClair Wealth Partners’s JPMorgan Chase JPM Stock Holding History

LeClair Wealth Partners’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 		$2.09M Buy
6,379
+4,813
+307% +$1.49M 1.08% 28
2026
Q1 		$461K Sell
1,566
-4,821
-75% -$1.46M 0.16% 59
2025
Q4 		$2.06M Buy
6,387
+76
+1% +$23.5K 1.19% 25
2025
Q3 		$1.99M Sell
6,311
-1,179
-16% -$351K 1.24% 20
2025
Q2 		$2.17M Sell
7,490
-272
-4% -$69.4K 1.47% 20
2025
Q1 		$1.9M Sell
7,762
-658
-8% -$168K 1.37% 20
2024
Q4 		$2.02M Buy
+8,420
New +$1.96M 1.35% 19

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

LeClair Wealth Partners's JPM Position: Q2 2026 in Review

LeClair Wealth Partners increased its JPMorgan Chase (JPM) stake by 307% in Q2 2026, buying an estimated $1.49M and bringing the position to 6,379 shares worth $2.09M. The position accounts for 1.08% of the portfolio, ranked #28.

LeClair Wealth Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q2 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • LeClair Wealth Partners held 6,379 shares of JPMorgan Chase worth $2.09M as of Q2 2026.
  • LeClair Wealth Partners bought 4,813 JPMorgan Chase shares in Q2 2026, an estimated $1.49M.
  • JPMorgan Chase made up 1.08% of LeClair Wealth Partners's portfolio in Q2 2026, its #28 holding.
  • LeClair Wealth Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • LeClair Wealth Partners's JPMorgan Chase position peaked at $2.17M in Q2 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.