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Parkwoods Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Parkwoods Wealth Partners’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 		$1.34M Buy
4,085
+530
+15% +$165K 0.21% 58
2026
Q1 		$1.05M Buy
3,555
+411
+13% +$125K 0.26% 40
2025
Q4 		$1.01M Buy
3,144
+1,247
+66% +$386K 0.3% 38
2025
Q3 		$598K Buy
1,897
+44
+2% +$13.1K 0.2% 46
2025
Q2 		$537K Buy
1,853
+743
+67% +$190K 0.31% 26
2025
Q1 		$272K Hold
1,110
– – 0.18% 38
2024
Q4 		$266K Hold
1,110
– – 0.21% 22
2024
Q3 		$234K Buy
+1,110
New +$234K 0.19% 23

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

Parkwoods Wealth Partners's JPM Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its JPMorgan Chase (JPM) stake by 15% in Q2 2026, buying an estimated $165K and bringing the position to 4,085 shares worth $1.34M. The position accounts for 0.21% of the portfolio, ranked #58.

Parkwoods Wealth Partners first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Parkwoods Wealth Partners held 4,085 shares of JPMorgan Chase worth $1.34M as of Q2 2026.
  • Parkwoods Wealth Partners bought 530 JPMorgan Chase shares in Q2 2026, an estimated $165K.
  • JPMorgan Chase made up 0.21% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Parkwoods Wealth Partners first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.