North Berkeley Wealth Management’s JPMorgan Chase JPM Stock Holding History

North Berkeley 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	$348K	Buy	1,062 +6	+0.6%	+$1.86K	0.14%	60
2026 Q1	$311K	Buy	1,056 +305	+41%	+$92.6K	0.16%	60
2025 Q4	$242K	Sell	751 -3	-0.4%	-$929	0.14%	71
2025 Q3	$238K	Sell	754 -27	-3%	-$8.03K	0.19%	57
2025 Q2	$226K	Buy	+781	New	+$199K	0.21%	61

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

North Berkeley Wealth Management's JPM Position: Q2 2026 in Review

North Berkeley Wealth Management increased its JPMorgan Chase (JPM) stake by 0.57% in Q2 2026, buying an estimated $1.86K and bringing the position to 1,062 shares worth $348K. The position accounts for 0.14% of the portfolio, ranked #60.

North Berkeley Wealth Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

North Berkeley Wealth Management held 1,062 shares of JPMorgan Chase worth $348K as of Q2 2026.
North Berkeley Wealth Management bought 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
JPMorgan Chase made up 0.14% of North Berkeley Wealth Management's portfolio in Q2 2026, its #60 holding.
North Berkeley Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.