OCPWS
JPM icon

One Charles Private Wealth Services’s JPMorgan Chase JPM Stock Holding History

One Charles Private Wealth Services’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 		$4.11M Buy
12,551
+33
+0.3% +$10.2K 0.95% 24
2026
Q1 		$3.68M Buy
12,518
+80
+0.6% +$24.3K 0.92% 23
2025
Q4 		$4.01M Sell
12,438
-1,025
-8% -$317K 1.04% 22
2025
Q3 		$4.25M Sell
13,463
-234
-2% -$69.6K 1.12% 20
2025
Q2 		$3.97M Buy
13,697
+1,365
+11% +$348K 1.12% 17
2025
Q1 		$3.03M Buy
12,332
+78
+0.6% +$19.9K 0.98% 16
2024
Q4 		$2.94M Buy
12,254
+75
+0.6% +$17.5K 0.99% 15
2024
Q3 		$2.57M Buy
12,179
+44
+0.4% +$9.27K 0.98% 17
2024
Q2 		$2.45M Buy
12,135
+83
+0.7% +$16.2K 1.02% 17
2024
Q1 		$2.41M Buy
12,052
+260
+2% +$46.9K 1.05% 14
2023
Q4 		$2.01M Buy
11,792
+342
+3% +$51.8K 1.06% 14
2023
Q3 		$1.66M Buy
11,450
+241
+2% +$36.1K 0.97% 19
2023
Q2 		$1.63M Sell
11,209
-59
-0.5% -$8.12K 0.95% 23
2023
Q1 		$1.47M Buy
11,268
+61
+0.5% +$8.36K 0.91% 25
2022
Q4 		$1.5M Sell
11,207
-25
-0.2% -$3.17K 0.97% 26
2022
Q3 		$1.17M Buy
11,232
+196
+2% +$22.5K 0.78% 32
2022
Q2 		$1.24M Buy
11,036
+139
+1% +$17.2K 0.83% 32
2022
Q1 		$1.49M Sell
10,897
-11
-0.1% -$1.62K 0.92% 28
2021
Q4 		$1.73M Sell
10,908
-1,012
-8% -$166K 0.98% 26
2021
Q3 		$1.95M Sell
11,920
-272
-2% -$42.6K 1.12% 23
2021
Q2 		$1.9M Buy
12,192
+7,516
+161% +$1.18M 1.27% 23
2021
Q1 		$712K Buy
4,676
+595
+15% +$85.6K 3.27% 12
2020
Q4 		$519K Buy
+4,081
New +$456K 4.93% 5
2020
Q3 		– Sell
-15,004
Closed -$1.49M – 60
2020
Q2 		$1.49M Buy
15,004
+308
+2% +$29.2K 0.77% 18
2020
Q1 		$1.32M Buy
14,696
+2,156
+17% +$262K 1.09% 18
2019
Q4 		$1.75M Buy
+12,540
New +$1.61M 1.15% 20

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

One Charles Private Wealth Services's JPM Position: Q2 2026 in Review

One Charles Private Wealth Services increased its JPMorgan Chase (JPM) stake by 0.26% in Q2 2026, buying an estimated $10.2K and bringing the position to 12,551 shares worth $4.11M. The position accounts for 0.95% of the portfolio, ranked #24.

One Charles Private Wealth Services first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.25M in Q3 2025. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • One Charles Private Wealth Services held 12,551 shares of JPMorgan Chase worth $4.11M as of Q2 2026.
  • One Charles Private Wealth Services bought 33 JPMorgan Chase shares in Q2 2026, an estimated $10.2K.
  • JPMorgan Chase made up 0.95% of One Charles Private Wealth Services's portfolio in Q2 2026, its #24 holding.
  • One Charles Private Wealth Services first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • One Charles Private Wealth Services's JPMorgan Chase position peaked at $4.25M in Q3 2025.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.