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Leith Wheeler Investment Counsel’s JPMorgan Chase JPM Stock Holding History

Leith Wheeler Investment Counsel’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 		$20.8M Sell
63,489
-548
-0.9% -$170K 1.58% 16
2026
Q1 		$18.8M Buy
64,037
+166
+0.3% +$50.4K 1.56% 17
2025
Q4 		$20.6M Sell
63,871
-4,436
-6% -$1.37M 1.54% 16
2025
Q3 		$21.5M Sell
68,307
-2,381
-3% -$708K 1.46% 18
2025
Q2 		$20.5M Sell
70,688
-5,189
-7% -$1.32M 1.46% 19
2025
Q1 		$18.6M Buy
75,877
+3,356
+5% +$856K 1.29% 21
2024
Q4 		$17.4M Buy
72,521
+2,718
+4% +$633K 1.26% 18
2024
Q3 		$14.7M Buy
69,803
+26,696
+62% +$5.62M 1.03% 21
2024
Q2 		$8.72M Buy
43,107
+11,423
+36% +$2.23M 0.75% 40
2024
Q1 		$6.35M Sell
31,684
-23,287
-42% -$4.2M 0.62% 48
2023
Q4 		$6.91M Buy
54,971
+27,277
+98% +$4.13M 0.76% 44
2023
Q3 		$4.02M Buy
27,694
+410
+2% +$61.5K 0.53% 48
2023
Q2 		$3.97M Sell
27,284
-18,732
-41% -$2.58M 0.52% 46
2023
Q1 		$3.26M Buy
46,016
+22,572
+96% +$3.09M 0.48% 44
2022
Q4 		$3.14M Buy
23,444
+3,210
+16% +$407K 0.47% 45
2022
Q3 		$2.11M Buy
20,234
+6,790
+51% +$779K 0.35% 44
2022
Q2 		$1.95M Buy
13,444
+7,315
+119% +$906K 0.26% 43
2022
Q1 		$836K Buy
+6,129
New +$905K 0.12% 46

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

Leith Wheeler Investment Counsel's JPM Position: Q2 2026 in Review

Leith Wheeler Investment Counsel reduced its JPMorgan Chase (JPM) stake by 0.86% in Q2 2026, selling an estimated $170K and leaving 63,489 shares worth $20.8M. The position accounts for 1.58% of the portfolio, ranked #16.

Leith Wheeler Investment Counsel first reported a position in JPM in Q1 2022 and has held it in 18 quarters since. The position peaked at $21.5M in Q3 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Leith Wheeler Investment Counsel held 63,489 shares of JPMorgan Chase worth $20.8M as of Q2 2026.
  • Leith Wheeler Investment Counsel sold 548 JPMorgan Chase shares in Q2 2026, an estimated $170K.
  • JPMorgan Chase made up 1.58% of Leith Wheeler Investment Counsel's portfolio in Q2 2026, its #16 holding.
  • Leith Wheeler Investment Counsel first reported a position in JPMorgan Chase in Q1 2022 and has held it in 18 quarters since.
  • Leith Wheeler Investment Counsel's JPMorgan Chase position peaked at $21.5M in Q3 2025.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.