PWM
JPM icon

Palumbo Wealth Management’s JPMorgan Chase JPM Stock Holding History

Palumbo 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 		$10M Sell
30,682
-44
-0.1% -$13.7K 2.1% 11
2026
Q1 		$9.04M Buy
30,726
+18,014
+142% +$5.47M 2.21% 9
2025
Q4 		$4.1M Buy
12,712
+310
+2% +$96K 1.01% 23
2025
Q3 		$3.63M Buy
12,402
+404
+3% +$120K 1.16% 23
2025
Q2 		$3.48M Buy
11,998
+381
+3% +$97.2K 1.08% 20
2025
Q1 		$2.85M Buy
11,617
+205
+2% +$52.3K 0.95% 31
2024
Q4 		$2.74M Buy
11,412
+225
+2% +$52.4K 1.02% 24
2024
Q3 		$2.36M Buy
11,187
+1,212
+12% +$255K 0.92% 31
2024
Q2 		$2.02M Sell
9,975
-187
-2% -$36.6K 0.85% 35
2024
Q1 		$2.04M Sell
10,162
-81
-0.8% -$14.6K 0.91% 31
2023
Q4 		$1.74M Buy
10,243
+45
+0.4% +$6.82K 0.89% 28
2023
Q3 		$1.48M Sell
10,198
-2,927
-22% -$439K 0.81% 27
2023
Q2 		$1.91M Buy
13,125
+20
+0.2% +$2.75K 1.17% 16
2023
Q1 		$1.71M Buy
13,105
+477
+4% +$65.4K 1.14% 15
2022
Q4 		$1.69M Buy
12,628
+177
+1% +$22.4K 1.35% 13
2022
Q3 		$1.3M Buy
12,451
+240
+2% +$27.5K 1.1% 17
2022
Q2 		$1.38M Buy
12,211
+442
+4% +$54.8K 1.09% 16
2022
Q1 		$1.6M Buy
11,769
+302
+3% +$44.6K 1.03% 19
2021
Q4 		$1.82M Buy
11,467
+430
+4% +$70.6K 1.14% 14
2021
Q3 		$1.81M Sell
11,037
-3,118
-22% -$489K 1.19% 13
2021
Q2 		$2.2M Buy
14,155
+187
+1% +$29.4K 1.48% 13
2021
Q1 		$2.13M Buy
13,968
+4,705
+51% +$677K 1.6% 11
2020
Q4 		$1.18M Buy
+9,263
New +$1.04M 0.95% 15

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

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

Palumbo Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.14% in Q2 2026, selling an estimated $13.7K and leaving 30,682 shares worth $10M. The position accounts for 2.1% of the portfolio, ranked #11.

Palumbo Wealth Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Palumbo Wealth Management held 30,682 shares of JPMorgan Chase worth $10M as of Q2 2026.
  • Palumbo Wealth Management sold 44 JPMorgan Chase shares in Q2 2026, an estimated $13.7K.
  • JPMorgan Chase made up 2.1% of Palumbo Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Palumbo Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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