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Moran Wealth Management’s JPMorgan Chase JPM Stock Holding History

Moran 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 		$28.5M Buy
86,958
+173
+0.2% +$53.7K 0.78% 23
2026
Q1 		$25.5M Sell
86,785
-2,422
-3% -$735K 0.78% 20
2025
Q4 		$28.7M Buy
89,207
+74
+0.1% +$22.9K 0.88% 15
2025
Q3 		$28.1M Sell
89,133
-14,164
-14% -$4.21M 0.85% 20
2025
Q2 		$29.9M Sell
103,297
-40,679
-28% -$10.4M 0.92% 18
2025
Q1 		$35.3M Sell
143,976
-88,869
-38% -$22.7M 1.19% 11
2024
Q4 		$55.8M Sell
232,845
-417
-0.2% -$97.1K 1.78% 5
2024
Q3 		$49.2M Sell
233,262
-480
-0.2% -$101K 1.51% 5
2024
Q2 		$47.3M Buy
233,742
+4,602
+2% +$900K 1.56% 7
2024
Q1 		$45.9M Buy
229,140
+36,068
+19% +$6.51M 1.49% 8
2023
Q4 		$32.8M Buy
193,072
+47,604
+33% +$7.21M 1.17% 13
2023
Q3 		$21.1M Buy
145,468
+141,030
+3,178% +$21.1M 0.82% 29
2023
Q2 		$645K Buy
4,438
+2,474
+126% +$340K 0.02% 293
2023
Q1 		$256K Buy
1,964
+411
+26% +$56.3K 0.01% 339
2022
Q4 		$208K Buy
+1,553
New +$197K 0.01% 336

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Moran Wealth Management increased its JPMorgan Chase (JPM) stake by 0.2% in Q2 2026, buying an estimated $53.7K and bringing the position to 86,958 shares worth $28.5M. The position accounts for 0.78% of the portfolio, ranked #23.

Moran Wealth Management first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $55.8M in Q4 2024. 3,952 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Moran Wealth Management held 86,958 shares of JPMorgan Chase worth $28.5M as of Q2 2026.
  • Moran Wealth Management bought 173 JPMorgan Chase shares in Q2 2026, an estimated $53.7K.
  • JPMorgan Chase made up 0.78% of Moran Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Moran Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's JPMorgan Chase position peaked at $55.8M in Q4 2024.
  • 3,952 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.