Orgel Wealth Management’s JPMorgan Chase JPM Stock Holding History

Orgel 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	$420K	Buy	1,284 +87	+7%	+$27K	0.01%	90
2026 Q1	$352K	Sell	1,197 -76	-6%	-$23.1K	0.01%	76
2025 Q4	$410K	Buy	1,273 +158	+14%	+$48.9K	0.01%	73
2025 Q3	$352K	Sell	1,115 -11	-1%	-$3.27K	0.01%	70
2025 Q2	$326K	Buy	1,126 +11	+1%	+$2.81K	0.01%	72
2025 Q1	$274K	Sell	1,115 -22	-2%	-$5.61K	0.01%	71
2024 Q4	$273K	Buy	1,137 +22	+2%	+$5.12K	0.01%	76
2024 Q3	$235K	Buy	1,115 +36	+3%	+$7.58K	0.01%	77
2024 Q2	$218K	Buy	1,079 +24	+2%	+$4.69K	0.01%	75
2024 Q1	$211K	Sell	1,055 -564	-35%	-$102K	0.01%	78
2023 Q4	$275K	Buy	+1,619	New	+$245K	0.01%	72
2021 Q2	–	Sell	-1,260	Closed	-$192K	–	59
2021 Q1	$192K	Buy	+1,260	New	+$181K	0.03%	56
2020 Q1	–	Sell	-1,907	Closed	-$266K	–	50
2019 Q4	$266K	Hold	1,907	–	–	0.07%	39
2019 Q3	$224K	Hold	1,907	–	–	0.08%	44
2019 Q2	$213K	Buy	+1,907	New	+$210K	0.08%	38

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

Orgel Wealth Management's JPM Position: Q2 2026 in Review

Orgel Wealth Management increased its JPMorgan Chase (JPM) stake by 7.3% in Q2 2026, buying an estimated $27K and bringing the position to 1,284 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #90.

Orgel Wealth Management first reported a position in JPM in Q2 2019 and has held it in 15 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Orgel Wealth Management held 1,284 shares of JPMorgan Chase worth $420K as of Q2 2026.
Orgel Wealth Management bought 87 JPMorgan Chase shares in Q2 2026, an estimated $27K.
JPMorgan Chase made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #90 holding.
Orgel Wealth Management first reported a position in JPMorgan Chase in Q2 2019 and has held it in 15 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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