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Pacific Excel Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Pacific Excel 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 		$1.12M Buy
3,425
+2,209
+182% +$686K 0.43% 54
2026
Q1 		$358K Buy
1,216
+387
+47% +$117K 0.38% 84
2025
Q4 		$266K Buy
+829
New +$257K 0.5% 75

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

Pacific Excel Wealth Advisors's JPM Position: Q2 2026 in Review

Pacific Excel Wealth Advisors increased its JPMorgan Chase (JPM) stake by 182% in Q2 2026, buying an estimated $686K and bringing the position to 3,425 shares worth $1.12M. The position accounts for 0.43% of the portfolio, ranked #54.

Pacific Excel Wealth Advisors first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pacific Excel Wealth Advisors held 3,425 shares of JPMorgan Chase worth $1.12M as of Q2 2026.
  • Pacific Excel Wealth Advisors bought 2,209 JPMorgan Chase shares in Q2 2026, an estimated $686K.
  • JPMorgan Chase made up 0.43% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Pacific Excel Wealth Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.