MSWM
JPM icon

McGlone Suttner Wealth Management’s JPMorgan Chase JPM Stock Holding History

McGlone Suttner 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 		$3.44M Buy
10,505
+250
+2% +$77.6K 0.4% 27
2026
Q1 		$3.02M Sell
10,255
-284
-3% -$86.2K 0.4% 25
2025
Q4 		$3.4M Sell
10,539
-297
-3% -$92K 0.46% 23
2025
Q3 		$3.42M Buy
10,836
+231
+2% +$68.7K 0.48% 23
2025
Q2 		$3.07M Buy
10,605
+156
+1% +$39.8K 0.46% 24
2025
Q1 		$2.56M Buy
10,449
+859
+9% +$219K 0.42% 24
2024
Q4 		$2.3M Buy
9,590
+329
+4% +$76.6K 0.38% 28
2024
Q3 		$1.95M Buy
9,261
+1,544
+20% +$325K 0.41% 30
2024
Q2 		$1.31M Sell
7,717
-993
-11% -$194K 0.27% 39
2024
Q1 		$1.74M Buy
8,710
+993
+13% +$179K 0.33% 34
2023
Q4 		$1.31M Buy
7,717
+420
+6% +$63.6K 0.26% 39
2023
Q3 		$1.06M Buy
7,297
+331
+5% +$49.6K 0.25% 47
2023
Q2 		$1.01M Buy
6,966
+314
+5% +$43.2K 0.23% 49
2023
Q1 		$867K Buy
6,652
+353
+6% +$48.4K 0.22% 50
2022
Q4 		$845K Buy
+6,299
New +$798K 0.27% 51

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

McGlone Suttner Wealth Management's JPM Position: Q2 2026 in Review

McGlone Suttner Wealth Management increased its JPMorgan Chase (JPM) stake by 2.4% in Q2 2026, buying an estimated $77.6K and bringing the position to 10,505 shares worth $3.44M. The position accounts for 0.4% of the portfolio, ranked #27.

McGlone Suttner Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • McGlone Suttner Wealth Management held 10,505 shares of JPMorgan Chase worth $3.44M as of Q2 2026.
  • McGlone Suttner Wealth Management bought 250 JPMorgan Chase shares in Q2 2026, an estimated $77.6K.
  • JPMorgan Chase made up 0.4% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #27 holding.
  • McGlone Suttner Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.