Monograph Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Monograph 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	$488K	Buy	1,492 +155	+12%	+$48.1K	0.04%	94
2026 Q1	$393K	Sell	1,337 -15,000	-92%	-$4.55M	0.04%	105
2025 Q4	$5.26M	Buy	16,337 +3	+0%	+$929	0.52%	27
2025 Q3	$5.15M	Buy	+16,334	New	+$4.86M	0.52%	26
2025 Q1	–	Sell	-938	Closed	-$225K	–	120
2024 Q4	$225K	Buy	+938	New	+$218K	0.03%	105
2024 Q2	–	Sell	-5,823	Closed	-$1.17M	–	140
2024 Q1	$1.17M	Buy	+5,823	New	+$1.05M	0.17%	46
2023 Q4	–	Sell	-17,040	Closed	-$2.47M	–	126
2023 Q3	$2.47M	Buy	+17,040	New	+$2.55M	0.49%	26

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

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

Monograph Wealth Advisors increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $48.1K and bringing the position to 1,492 shares worth $488K. The position accounts for 0.04% of the portfolio, ranked #94.

Monograph Wealth Advisors first reported a position in JPM in Q3 2023 and has held it in 7 quarters since. The position peaked at $5.26M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Monograph Wealth Advisors held 1,492 shares of JPMorgan Chase worth $488K as of Q2 2026.
Monograph Wealth Advisors bought 155 JPMorgan Chase shares in Q2 2026, an estimated $48.1K.
JPMorgan Chase made up 0.04% of Monograph Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Monograph Wealth Advisors first reported a position in JPMorgan Chase in Q3 2023 and has held it in 7 quarters since.
Monograph Wealth Advisors's JPMorgan Chase position peaked at $5.26M in Q4 2025.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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