Ledgewood Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Ledgewood Wealth Advisors’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	$576K	Hold	1,760	–	–	0.31%	40
2026 Q1	$518K	Hold	1,760	–	–	0.29%	45
2025 Q4	$567K	Hold	1,760	–	–	0.33%	43
2025 Q3	$555K	Hold	1,760	–	–	0.33%	40
2025 Q2	$510K	Hold	1,760	–	–	0.32%	40
2025 Q1	$432K	Hold	1,760	–	–	0.28%	43
2024 Q4	$422K	Hold	1,760	–	–	0.27%	46
2024 Q3	$371K	Buy	1,760 +46	+3%	+$9.69K	0.25%	52
2024 Q2	$347K	Hold	1,714	–	–	0.3%	42
2024 Q1	$343K	Hold	1,714	–	–	0.32%	46
2023 Q4	$292K	Buy	+1,714	New	+$260K	0.27%	48

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Ledgewood Wealth Advisors's JPM Position: Q2 2026 in Review

Ledgewood Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,760 shares worth $576K. The position accounts for 0.31% of the portfolio, ranked #40.

Ledgewood Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 3,270 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Ledgewood Wealth Advisors held 1,760 shares of JPMorgan Chase worth $576K as of Q2 2026.
Ledgewood Wealth Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.31% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Ledgewood Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
3,270 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.