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My Personal CFO LLC’s JPMorgan Chase JPM Stock Holding History

My Personal CFO LLC’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 		$894K Sell
2,730
-55
-2% -$17.1K 0.35% 47
2026
Q1 		$819K Sell
2,785
-75
-3% -$22.8K 0.36% 46
2025
Q4 		$922K Buy
2,860
+1,082
+61% +$335K 0.38% 45
2025
Q3 		$561K Sell
1,778
-1,132
-39% -$337K 0.22% 59
2025
Q2 		$844K Hold
2,910
– – 0.38% 47
2025
Q1 		$714K Sell
2,910
-46
-2% -$11.7K 0.36% 47
2024
Q4 		$709K Hold
2,956
– – 0.36% 49
2024
Q3 		$623K Buy
2,956
+15
+0.5% +$3.16K 0.34% 54
2024
Q2 		$595K Sell
2,941
-77
-3% -$15.1K 0.32% 56
2024
Q1 		$605K Buy
3,018
+19
+0.6% +$3.43K 0.35% 56
2023
Q4 		$510K Buy
2,999
+116
+4% +$17.6K 0.33% 58
2023
Q3 		$418K Buy
2,883
+2
+0.1% +$300 0.34% 56
2023
Q2 		$419K Sell
2,881
-47
-2% -$6.46K 0.33% 56
2023
Q1 		$382K Buy
2,928
+2,636
+903% +$361K 0.33% 52
2022
Q4 		$392K Hold
292
– – 0.36% 48
2022
Q3 		$337K Sell
292
-2,342
-89% -$269K 0.51% 43
2022
Q2 		$297K Buy
2,634
+187
+8% +$23.2K 0.38% 45
2022
Q1 		$334K Sell
2,447
-110
-4% -$16.2K 0.35% 43
2021
Q4 		$405K Buy
+2,557
New +$420K 0.35% 42

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

My Personal CFO LLC's JPM Position: Q2 2026 in Review

My Personal CFO LLC reduced its JPMorgan Chase (JPM) stake by 2% in Q2 2026, selling an estimated $17.1K and leaving 2,730 shares worth $894K. The position accounts for 0.35% of the portfolio, ranked #47.

My Personal CFO LLC first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $922K in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • My Personal CFO LLC held 2,730 shares of JPMorgan Chase worth $894K as of Q2 2026.
  • My Personal CFO LLC sold 55 JPMorgan Chase shares in Q2 2026, an estimated $17.1K.
  • JPMorgan Chase made up 0.35% of My Personal CFO LLC's portfolio in Q2 2026, its #47 holding.
  • My Personal CFO LLC first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • My Personal CFO LLC's JPMorgan Chase position peaked at $922K in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.