Magnolia Wealth Management’s JPMorgan Chase JPM Stock Holding History

Magnolia Wealth Management’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	$322K	Hold	984	–	–	0.17%	13
2026 Q1	$289K	Hold	984	–	–	0.17%	12
2025 Q4	$317K	Buy	984 +35	+4%	+$10.8K	0.19%	13
2025 Q3	$299K	Hold	949	–	–	0.19%	12
2025 Q2	$275K	Hold	949	–	–	0.18%	11
2025 Q1	$233K	Hold	949	–	–	0.17%	12
2024 Q4	$227K	Hold	949	–	–	0.16%	12
2024 Q3	$200K	Buy	+949	New	+$200K	0.14%	12
2024 Q2	–	Sell	-1,898	Closed	-$379K	–	18
2024 Q1	$379K	Buy	+1,898	New	+$342K	0.16%	14

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Magnolia Wealth Management's JPM Position: Q2 2026 in Review

Magnolia Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 984 shares worth $322K. The position accounts for 0.17% of the portfolio, ranked #13.

Magnolia Wealth Management first reported a position in JPM in Q1 2024 and has held it in 9 quarters since. The position peaked at $379K in Q1 2024. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Magnolia Wealth Management held 984 shares of JPMorgan Chase worth $322K as of Q2 2026.
Magnolia Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.17% of Magnolia Wealth Management's portfolio in Q2 2026, its #13 holding.
Magnolia Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 9 quarters since.
Magnolia Wealth Management's JPMorgan Chase position peaked at $379K in Q1 2024.
3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.