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Lineweaver Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Lineweaver 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 		$9.7M Buy
29,625
+1,625
+6% +$505K 1.15% 22
2026
Q1 		$8.24M Buy
28,000
+664
+2% +$202K 1.11% 19
2025
Q4 		$8.81M Buy
27,336
+1,687
+7% +$522K 1.19% 19
2025
Q3 		$8.09M Sell
25,649
-1,039
-4% -$309K 1.19% 19
2025
Q2 		$7.74M Buy
26,688
+1,497
+6% +$382K 1.22% 21
2025
Q1 		$6.18M Buy
25,191
+1,302
+5% +$332K 1.05% 22
2024
Q4 		$5.73M Buy
23,889
+340
+1% +$79.2K 1.06% 24
2024
Q3 		$4.97M Buy
23,549
+858
+4% +$181K 0.95% 23
2024
Q2 		$4.59M Sell
22,691
-91
-0.4% -$17.8K 0.95% 23
2024
Q1 		$4.57M Buy
22,782
+784
+4% +$141K 1.08% 19
2023
Q4 		$3.74M Buy
21,998
+2,870
+15% +$435K 0.97% 21
2023
Q3 		$2.77M Buy
19,128
+2,075
+12% +$311K 0.81% 24
2023
Q2 		$2.48M Buy
17,053
+278
+2% +$38.2K 0.71% 27
2023
Q1 		$2.19M Buy
16,775
+196
+1% +$26.9K 0.67% 32
2022
Q4 		$2.22M Sell
16,579
-821
-5% -$104K 0.67% 31
2022
Q3 		$1.82M Buy
17,400
+1,919
+12% +$220K 0.59% 37
2022
Q2 		$1.74M Buy
15,481
+806
+5% +$99.9K 0.58% 35
2022
Q1 		$2M Buy
14,675
+3,498
+31% +$516K 0.57% 34
2021
Q4 		$1.77M Buy
11,177
+313
+3% +$51.4K 0.51% 37
2021
Q3 		$1.78M Buy
10,864
+770
+8% +$121K 0.54% 33
2021
Q2 		$1.57M Buy
10,094
+737
+8% +$116K 0.51% 35
2021
Q1 		$1.42M Buy
9,357
+1,171
+14% +$168K 0.51% 34
2020
Q4 		$1.04M Buy
8,186
+185
+2% +$20.7K 0.41% 33
2020
Q3 		$770K Buy
8,001
+897
+13% +$88.1K 0.34% 37
2020
Q2 		$668K Buy
7,104
+935
+15% +$88.7K 0.34% 35
2020
Q1 		$544K Buy
6,169
+1,441
+30% +$175K 0.34% 34
2019
Q4 		$659K Buy
+4,728
New +$606K 0.37% 30

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

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

Lineweaver Wealth Advisors increased its JPMorgan Chase (JPM) stake by 5.8% in Q2 2026, buying an estimated $505K and bringing the position to 29,625 shares worth $9.7M. The position accounts for 1.15% of the portfolio, ranked #22.

Lineweaver Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Lineweaver Wealth Advisors held 29,625 shares of JPMorgan Chase worth $9.7M as of Q2 2026.
  • Lineweaver Wealth Advisors bought 1,625 JPMorgan Chase shares in Q2 2026, an estimated $505K.
  • JPMorgan Chase made up 1.15% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Lineweaver Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.