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Papamarkou Wellner Asset Management’s JPMorgan Chase JPM Stock Holding History

Papamarkou Wellner Asset 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 		$3.04M Hold
10,344
– – 1.91% 15
2026
Q1 		$3.04M Buy
10,344
+696
+7% +$211K 1.86% 16
2025
Q4 		$3.11M Buy
9,648
+246
+3% +$76.2K 1.87% 16
2025
Q3 		$2.97M Buy
9,402
+20
+0.2% +$5.95K 1.83% 14
2025
Q2 		$2.72M Buy
9,382
+156
+2% +$39.8K 1.8% 14
2025
Q1 		$2.26M Sell
9,226
-220
-2% -$56.1K 1.58% 18
2024
Q4 		$2.26M Buy
+9,446
New +$2.2M 1.56% 18

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

Papamarkou Wellner Asset Management's JPM Position: Q2 2026 in Review

Papamarkou Wellner Asset Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 10,344 shares worth $3.04M. The position accounts for 1.91% of the portfolio, ranked #15.

Papamarkou Wellner Asset Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.11M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Papamarkou Wellner Asset Management held 10,344 shares of JPMorgan Chase worth $3.04M as of Q2 2026.
  • Papamarkou Wellner Asset Management left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 1.91% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #15 holding.
  • Papamarkou Wellner Asset Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Papamarkou Wellner Asset Management's JPMorgan Chase position peaked at $3.11M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.