Manske Wealth Management’s JPMorgan Chase JPM Stock Holding History

Manske 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	$1.68M	Sell	5,130 -839	-14%	-$261K	0.42%	48
2026 Q1	$1.76M	Buy	5,969 +206	+4%	+$62.5K	0.49%	44
2025 Q4	$1.86M	Buy	5,763 +217	+4%	+$67.2K	0.55%	38
2025 Q3	$1.75M	Sell	5,546 -28	-0.5%	-$8.33K	0.54%	39
2025 Q2	$1.62M	Buy	5,574 +204	+4%	+$52.1K	0.53%	41
2025 Q1	$1.32M	Buy	5,370 +522	+11%	+$133K	0.5%	45
2024 Q4	$1.16M	Buy	+4,848	New	+$1.13M	0.46%	47

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Manske Wealth Management reduced its JPMorgan Chase (JPM) stake by 14% in Q2 2026, selling an estimated $261K and leaving 5,130 shares worth $1.68M. The position accounts for 0.42% of the portfolio, ranked #48.

Manske Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2025. 5,123 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Manske Wealth Management held 5,130 shares of JPMorgan Chase worth $1.68M as of Q2 2026.
Manske Wealth Management sold 839 JPMorgan Chase shares in Q2 2026, an estimated $261K.
JPMorgan Chase made up 0.42% of Manske Wealth Management's portfolio in Q2 2026, its #48 holding.
Manske Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
Manske Wealth Management's JPMorgan Chase position peaked at $1.86M in Q4 2025.
5,123 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.