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Omni 360 Wealth’s JPMorgan Chase JPM Stock Holding History

Omni 360 Wealth’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 		$379K Buy
1,157
+1
+0.1% +$311 0.18% 99
2026
Q1 		$340K Hold
1,156
– – 0.18% 99
2025
Q4 		$356K Buy
1,156
+1
+0.1% +$310 0.18% 99
2025
Q3 		$364K Sell
1,155
-12
-1% -$3.57K 0.2% 88
2025
Q2 		$338K Buy
1,167
+1
+0.1% +$255 0.21% 88
2025
Q1 		$286K Sell
1,166
-45
-4% -$11.5K 0.19% 88
2024
Q4 		$290K Sell
1,211
-429
-26% -$99.9K 0.19% 92
2024
Q3 		$346K Buy
1,640
+127
+8% +$26.8K 0.24% 85
2024
Q2 		$306K Buy
1,513
+45
+3% +$8.8K 0.23% 86
2024
Q1 		$294K Sell
1,468
-19
-1% -$3.43K 0.24% 85
2023
Q4 		$253K Buy
+1,487
New +$225K 0.24% 87

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

Omni 360 Wealth's JPM Position: Q2 2026 in Review

Omni 360 Wealth increased its JPMorgan Chase (JPM) stake by 0.09% in Q2 2026, buying an estimated $311 and bringing the position to 1,157 shares worth $379K. The position accounts for 0.18% of the portfolio, ranked #99.

Omni 360 Wealth first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Omni 360 Wealth held 1,157 shares of JPMorgan Chase worth $379K as of Q2 2026.
  • Omni 360 Wealth bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
  • JPMorgan Chase made up 0.18% of Omni 360 Wealth's portfolio in Q2 2026, its #99 holding.
  • Omni 360 Wealth first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Omni 360 Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.