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Outlook Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Outlook Wealth Advisors’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 		$1.38M Sell
4,221
-84
-2% -$26.1K 0.3% 74
2026
Q1 		$1.27M Buy
4,305
+191
+5% +$58K 0.31% 69
2025
Q4 		$1.33M Buy
4,114
+766
+23% +$237K 0.3% 68
2025
Q3 		$1.06M Buy
3,348
+17
+0.5% +$5.06K 0.26% 82
2025
Q2 		$966K Buy
3,331
+52
+2% +$13.3K 0.25% 79
2025
Q1 		$805K Sell
3,279
-106
-3% -$27K 0.22% 88
2024
Q4 		$812K Buy
3,385
+134
+4% +$31.2K 0.23% 88
2024
Q3 		$685K Buy
3,251
+43
+1% +$9.06K 0.2% 105
2024
Q2 		$649K Buy
3,208
+2,030
+172% +$397K 0.2% 103
2024
Q1 		$236K Buy
+1,178
New +$213K 0.07% 241
2022
Q2 		– Sell
-1,776
Closed -$242K – 198
2022
Q1 		$242K Sell
1,776
-4,420
-71% -$652K 0.08% 179
2021
Q4 		$981K Buy
6,196
+60
+1% +$9.85K 0.29% 76
2021
Q3 		$1M Buy
6,136
+580
+10% +$90.9K 0.33% 73
2021
Q2 		$864K Buy
5,556
+790
+17% +$124K 0.28% 90
2021
Q1 		$725K Buy
4,766
+2
+0% +$288 0.25% 91
2020
Q4 		$605K Buy
4,764
+77
+2% +$8.61K 0.22% 109
2020
Q3 		$451K Buy
4,687
+360
+8% +$35.4K 0.18% 120
2020
Q2 		$407K Buy
4,327
+224
+5% +$21.3K 0.17% 122
2020
Q1 		$369K Buy
4,103
+890
+28% +$108K 0.21% 101
2019
Q4 		$448K Sell
3,213
-23
-0.7% -$2.95K 0.25% 73
2019
Q3 		$381K Buy
3,236
+6
+0.2% +$679 0.23% 106
2019
Q2 		$361K Buy
3,230
+123
+4% +$13.6K 0.24% 105
2019
Q1 		$315K Sell
3,107
-2,843
-48% -$293K 0.26% 104
2018
Q4 		$581K Buy
+5,950
New +$634K 0.26% 94

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

Outlook Wealth Advisors's JPM Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 2% in Q2 2026, selling an estimated $26.1K and leaving 4,221 shares worth $1.38M. The position accounts for 0.3% of the portfolio, ranked #74.

Outlook Wealth Advisors first reported a position in JPM in Q4 2018 and has held it in 24 quarters since. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Outlook Wealth Advisors held 4,221 shares of JPMorgan Chase worth $1.38M as of Q2 2026.
  • Outlook Wealth Advisors sold 84 JPMorgan Chase shares in Q2 2026, an estimated $26.1K.
  • JPMorgan Chase made up 0.3% of Outlook Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • Outlook Wealth Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 24 quarters since.
  • 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.