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Liberty Square Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Liberty Square 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 		$372K Buy
1,137
+13
+1% +$4.04K 0.09% 90
2026
Q1 		$331K Sell
1,124
-179
-14% -$54.3K 0.09% 103
2025
Q4 		$420K Hold
1,303
– – 0.12% 84
2025
Q3 		$411K Buy
1,303
+128
+11% +$38.1K 0.13% 91
2025
Q2 		$341K Hold
1,175
– – 0.12% 103
2025
Q1 		$288K Hold
1,175
– – 0.11% 113
2024
Q4 		$325K Buy
+1,175
New +$274K 0.12% 110

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

Liberty Square Wealth Partners's JPM Position: Q2 2026 in Review

Liberty Square Wealth Partners increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $4.04K and bringing the position to 1,137 shares worth $372K. The position accounts for 0.09% of the portfolio, ranked #90.

Liberty Square Wealth Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q4 2025. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Liberty Square Wealth Partners held 1,137 shares of JPMorgan Chase worth $372K as of Q2 2026.
  • Liberty Square Wealth Partners bought 13 JPMorgan Chase shares in Q2 2026, an estimated $4.04K.
  • JPMorgan Chase made up 0.09% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Liberty Square Wealth Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Liberty Square Wealth Partners's JPMorgan Chase position peaked at $420K in Q4 2025.
  • 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.