PACK Private Wealth’s JPMorgan Chase JPM Stock Holding History

PACK Private 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	$263K	Hold	803	–	–	0.11%	51
2026 Q1	$236K	Hold	803	–	–	0.11%	48
2025 Q4	$259K	Hold	803	–	–	0.12%	49
2025 Q3	$253K	Hold	803	–	–	0.12%	44
2025 Q2	$233K	Buy	+803	New	+$205K	0.12%	42

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

PACK Private Wealth's JPM Position: Q2 2026 in Review

PACK Private Wealth held its JPMorgan Chase (JPM) position steady in Q2 2026 at 803 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #51.

PACK Private Wealth first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

PACK Private Wealth held 803 shares of JPMorgan Chase worth $263K as of Q2 2026.
PACK Private Wealth left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.11% of PACK Private Wealth's portfolio in Q2 2026, its #51 holding.
PACK Private Wealth first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PACK Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.