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Medallion Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Medallion 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 		$77.6K Sell
237
-9,254
-98% -$2.87M 0.02% 381
2026
Q1 		$2.79M Buy
9,491
+367
+4% +$111K 0.91% 22
2025
Q4 		$2.94M Sell
9,124
-11
-0.1% -$3.41K 0.99% 20
2025
Q3 		$2.88M Sell
9,135
-395
-4% -$117K 1.02% 17
2025
Q2 		$2.77M Buy
9,530
+81
+0.9% +$20.7K 1.07% 17
2025
Q1 		$2.31M Buy
9,449
+943
+11% +$240K 1.05% 20
2024
Q4 		$2.05M Buy
+8,506
New +$1.98M 1.02% 21

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

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

Medallion Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 98% in Q2 2026, selling an estimated $2.87M and leaving 237 shares worth $77.6K. The position accounts for 0.02% of the portfolio, ranked #381.

Medallion Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.94M in Q4 2025. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Medallion Wealth Advisors held 237 shares of JPMorgan Chase worth $77.6K as of Q2 2026.
  • Medallion Wealth Advisors sold 9,254 JPMorgan Chase shares in Q2 2026, an estimated $2.87M.
  • JPMorgan Chase made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #381 holding.
  • Medallion Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's JPMorgan Chase position peaked at $2.94M in Q4 2025.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.