Navigoe Wealth Management’s JPMorgan Chase JPM Stock Holding History

Navigoe 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	$245K	Buy	750 +24	+3%	+$7.45K	0.13%	37
2026 Q1	$213K	Hold	726	–	–	0.13%	37
2025 Q4	$233K	Hold	726	–	–	0.14%	37
2025 Q3	$229K	Buy	726 +15	+2%	+$4.46K	0.15%	37
2025 Q2	$206K	Hold	711	–	–	0.16%	35
2025 Q1	$174K	Sell	711 -90	-11%	-$22.9K	0.15%	37
2024 Q4	$191K	Buy	+801	New	+$187K	0.19%	35

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

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

Navigoe Wealth Management increased its JPMorgan Chase (JPM) stake by 3.3% in Q2 2026, buying an estimated $7.45K and bringing the position to 750 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #37.

Navigoe Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Navigoe Wealth Management held 750 shares of JPMorgan Chase worth $245K as of Q2 2026.
Navigoe Wealth Management bought 24 JPMorgan Chase shares in Q2 2026, an estimated $7.45K.
JPMorgan Chase made up 0.13% of Navigoe Wealth Management's portfolio in Q2 2026, its #37 holding.
Navigoe Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.