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Lifelong Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Lifelong 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 		$291K Buy
890
+32
+4% +$9.94K 0.07% 88
2026
Q1 		$252K Buy
858
+11
+1% +$3.34K 0.07% 85
2025
Q4 		$273K Buy
847
+9
+1% +$2.79K 0.07% 75
2025
Q3 		$264K Buy
838
+1
+0.1% +$297 0.08% 73
2025
Q2 		$243K Buy
+837
New +$214K 0.08% 72

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

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

Lifelong Wealth Advisors increased its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, buying an estimated $9.94K and bringing the position to 890 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #88.

Lifelong Wealth Advisors first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lifelong Wealth Advisors held 890 shares of JPMorgan Chase worth $291K as of Q2 2026.
  • Lifelong Wealth Advisors bought 32 JPMorgan Chase shares in Q2 2026, an estimated $9.94K.
  • JPMorgan Chase made up 0.07% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • Lifelong Wealth Advisors first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.