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Old North State Wealth Management’s JPMorgan Chase JPM Stock Holding History

Old North State 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 		$1.13M Buy
3,437
+43
+1% +$13.4K 0.48% 50
2026
Q1 		$1M Sell
3,394
-41
-1% -$12.4K 0.46% 51
2025
Q4 		$1.11M Sell
3,435
-117
-3% -$36.2K 0.52% 45
2025
Q3 		$1.12M Buy
3,552
+241
+7% +$71.7K 0.53% 47
2025
Q2 		$962K Buy
3,311
+300
+10% +$76.6K 0.5% 46
2025
Q1 		$741K Sell
3,011
-126
-4% -$32.1K 0.41% 49
2024
Q4 		$754K Buy
3,137
+457
+17% +$106K 0.42% 50
2024
Q3 		$566K Buy
2,680
+399
+17% +$84K 0.32% 53
2024
Q2 		$462K Buy
2,281
+236
+12% +$46.1K 0.3% 55
2024
Q1 		$410K Buy
2,045
+210
+11% +$37.9K 0.27% 57
2023
Q4 		$313K Buy
1,835
+279
+18% +$42.3K 0.23% 63
2023
Q3 		$226K Buy
1,556
+79
+5% +$11.8K 0.2% 65
2023
Q2 		$215K Buy
+1,477
New +$203K 0.19% 70
2023
Q1 		– Sell
-1,543
Closed -$207K – 69
2022
Q4 		$207K Buy
+1,543
New +$196K 0.21% 63
2022
Q1 		– Sell
-1,305
Closed -$207K – 61
2021
Q4 		$207K Buy
+1,305
New +$214K 0.21% 55

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Old North State Wealth Management increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $13.4K and bringing the position to 3,437 shares worth $1.13M. The position accounts for 0.48% of the portfolio, ranked #50.

Old North State Wealth Management first reported a position in JPM in Q4 2021 and has held it in 15 quarters since. 3,051 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Old North State Wealth Management held 3,437 shares of JPMorgan Chase worth $1.13M as of Q2 2026.
  • Old North State Wealth Management bought 43 JPMorgan Chase shares in Q2 2026, an estimated $13.4K.
  • JPMorgan Chase made up 0.48% of Old North State Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Old North State Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 15 quarters since.
  • 3,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.