Northwest Quadrant Wealth Management’s JPMorgan Chase JPM Stock Holding History

Northwest Quadrant 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	$400K	Buy	1,223 +5	+0.4%	+$1.55K	0.07%	42
2026 Q1	$358K	Buy	1,218 +5	+0.4%	+$1.52K	0.07%	40
2025 Q4	$391K	Sell	1,213 -26	-2%	-$8.05K	0.08%	39
2025 Q3	$391K	Sell	1,239 -106	-8%	-$31.5K	0.08%	40
2025 Q2	$390K	Buy	1,345 +6	+0.4%	+$1.53K	0.09%	36
2025 Q1	$328K	Buy	1,339 +4	+0.3%	+$1.02K	0.08%	40
2024 Q4	$320K	Buy	+1,335	New	+$311K	0.07%	49
2020 Q1	–	Sell	-1,572	Closed	-$218K	–	60
2019 Q4	$218K	Buy	+1,572	New	+$202K	0.09%	62
2019 Q3	–	Sell	-1,848	Closed	-$201K	–	66
2019 Q2	$201K	Buy	+1,848	New	+$204K	0.09%	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

Northwest Quadrant Wealth Management's JPM Position: Q2 2026 in Review

Northwest Quadrant Wealth Management increased its JPMorgan Chase (JPM) stake by 0.41% in Q2 2026, buying an estimated $1.55K and bringing the position to 1,223 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #42.

Northwest Quadrant Wealth Management first reported a position in JPM in Q2 2019 and has held it in 9 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Northwest Quadrant Wealth Management held 1,223 shares of JPMorgan Chase worth $400K as of Q2 2026.
Northwest Quadrant Wealth Management bought 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
JPMorgan Chase made up 0.07% of Northwest Quadrant Wealth Management's portfolio in Q2 2026, its #42 holding.
Northwest Quadrant Wealth Management first reported a position in JPMorgan Chase in Q2 2019 and has held it in 9 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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