MWM
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Modern Wealth Management’s JPMorgan Chase JPM Stock Holding History

Modern 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 		$61.9M Buy
189,020
+25,089
+15% +$7.79M 0.74% 28
2026
Q1 		$48.4M Buy
163,931
+5,746
+4% +$1.74M 0.83% 28
2025
Q4 		$51M Buy
158,185
+2,314
+1% +$716K 0.93% 24
2025
Q3 		$49.2M Sell
155,871
-66
-0% -$19.6K 0.97% 21
2025
Q2 		$45.2M Sell
155,937
-852
-0.5% -$217K 1.11% 15
2025
Q1 		$38.5M Buy
156,789
+1,546
+1% +$394K 1.23% 18
2024
Q4 		$37.2M Buy
155,243
+128,244
+475% +$29.9M 1.39% 17
2024
Q3 		$5.69M Buy
26,999
+1,197
+5% +$252K 0.35% 53
2024
Q2 		$5.22M Buy
25,802
+1,982
+8% +$387K 0.38% 45
2024
Q1 		$4.77M Buy
23,820
+22,456
+1,646% +$4.05M 0.44% 34
2023
Q4 		$232K Buy
+1,364
New +$207K 0.03% 170

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 $3.38T AUM 44.17% 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

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

Modern Wealth Management increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $7.79M and bringing the position to 189,020 shares worth $61.9M. The position accounts for 0.74% of the portfolio, ranked #28.

Modern Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Modern Wealth Management held 189,020 shares of JPMorgan Chase worth $61.9M as of Q2 2026.
  • Modern Wealth Management bought 25,089 JPMorgan Chase shares in Q2 2026, an estimated $7.79M.
  • JPMorgan Chase made up 0.74% of Modern Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Modern Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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