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Morey & Quinn Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Morey & Quinn Wealth Partners’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 		$545K Buy
1,666
+95
+6% +$29.5K 0.35% 69
2026
Q1 		$462K Buy
1,571
+82
+6% +$24.9K 0.33% 75
2025
Q4 		$480K Hold
1,489
– – 0.34% 72
2025
Q3 		$470K Sell
1,489
-175
-11% -$52K 0.35% 74
2025
Q2 		$482K Buy
1,664
+38
+2% +$9.7K 0.39% 64
2025
Q1 		$399K Buy
1,626
+138
+9% +$35.2K 0.33% 77
2024
Q4 		$357K Buy
+1,488
New +$347K 0.3% 81

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

Morey & Quinn Wealth Partners's JPM Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its JPMorgan Chase (JPM) stake by 6% in Q2 2026, buying an estimated $29.5K and bringing the position to 1,666 shares worth $545K. The position accounts for 0.35% of the portfolio, ranked #69.

Morey & Quinn Wealth Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Morey & Quinn Wealth Partners held 1,666 shares of JPMorgan Chase worth $545K as of Q2 2026.
  • Morey & Quinn Wealth Partners bought 95 JPMorgan Chase shares in Q2 2026, an estimated $29.5K.
  • JPMorgan Chase made up 0.35% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Morey & Quinn Wealth Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.