Pasadena Private Wealth’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.68M | Buy |
5,120
+257
| +5% | +$79.8K | 0.21% | 64 |
|
|
2026
Q1 | $1.43M | Buy |
4,863
+124
| +3% | +$37.6K | 0.2% | 66 |
|
|
2025
Q4 | $1.53M | Sell |
4,739
-44
| -0.9% | -$13.6K | 0.21% | 59 |
|
|
2025
Q3 | $1.51M | Sell |
4,783
-41
| -0.8% | -$12.2K | 0.22% | 54 |
|
|
2025
Q2 | $1.4M | Buy |
4,824
+21
| +0.4% | +$5.36K | 0.24% | 50 |
|
|
2025
Q1 | $1.18M | Buy |
4,803
+1,511
| +46% | +$385K | 0.23% | 55 |
|
|
2024
Q4 | $789K | Sell |
3,292
-1,798
| -35% | -$419K | 0.16% | 70 |
|
|
2024
Q3 | $695K | Buy |
5,090
+1,802
| +55% | +$380K | 0.15% | 73 |
|
|
2024
Q2 | $665K | Sell |
3,288
-75
| -2% | -$14.7K | 0.15% | 69 |
|
|
2024
Q1 | $674K | Buy |
3,363
+2
| +0.1% | +$361 | 0.16% | 69 |
|
|
2023
Q4 | $572K | Buy |
3,361
+9
| +0.3% | +$1.36K | 0.14% | 74 |
|
|
2023
Q3 | $486K | Sell |
3,352
-145
| -4% | -$21.7K | 0.15% | 52 |
|
|
2023
Q2 | $509K | Buy |
3,497
+39
| +1% | +$5.36K | 0.14% | 52 |
|
|
2023
Q1 | $451K | Buy |
3,458
+2
| +0.1% | +$274 | 0.13% | 56 |
|
|
2022
Q4 | $463K | Sell |
3,456
-164
| -5% | -$20.8K | 0.14% | 52 |
|
|
2022
Q3 | $378K | Buy |
3,620
+263
| +8% | +$30.2K | 0.13% | 51 |
|
|
2022
Q2 | $378K | Sell |
3,357
-84
| -2% | -$10.4K | 0.13% | 52 |
|
|
2022
Q1 | $469K | Sell |
3,441
-4,161
| -55% | -$614K | 0.15% | 47 |
|
|
2021
Q4 | $1.2M | Buy |
7,602
+924
| +14% | +$152K | 0.39% | 34 |
|
|
2021
Q3 | $1.09M | Buy |
6,678
+66
| +1% | +$10.3K | 0.38% | 30 |
|
|
2021
Q2 | $1.03M | Buy |
6,612
+131
| +2% | +$20.6K | 0.35% | 33 |
|
|
2021
Q1 | $987K | Buy |
6,481
+30
| +0.5% | +$4.32K | 0.36% | 31 |
|
|
2020
Q4 | $820K | Sell |
6,451
-545
| -8% | -$60.9K | 0.31% | 30 |
|
|
2020
Q3 | $673K | Buy |
6,996
+212
| +3% | +$20.8K | 0.26% | 33 |
|
|
2020
Q2 | $638K | Buy |
6,784
+653
| +11% | +$62K | 0.24% | 38 |
|
|
2020
Q1 | $578K | Buy |
6,131
+1,782
| +41% | +$217K | 0.24% | 39 |
|
|
2019
Q4 | $606K | Buy |
4,349
+2
| +0% | +$257 | 0.27% | 33 |
|
|
2019
Q3 | $512K | Buy |
4,347
+2
| +0% | +$226 | 0.24% | 33 |
|
|
2019
Q2 | $486K | Buy |
4,345
+2
| +0% | +$221 | 0.23% | 31 |
|
|
2019
Q1 | $440K | Buy |
+4,343
| New | +$447K | 0.48% | 23 |
|
Other funds holding JPM
Pasadena Private Wealth's JPM Position: Q2 2026 in Review
Pasadena Private Wealth increased its JPMorgan Chase (JPM) stake by 5.3% in Q2 2026, buying an estimated $79.8K and bringing the position to 5,120 shares worth $1.68M. The position accounts for 0.21% of the portfolio, ranked #64.
Pasadena Private Wealth first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Pasadena Private Wealth held 5,120 shares of JPMorgan Chase worth $1.68M as of Q2 2026.
- Pasadena Private Wealth bought 257 JPMorgan Chase shares in Q2 2026, an estimated $79.8K.
- JPMorgan Chase made up 0.21% of Pasadena Private Wealth's portfolio in Q2 2026, its #64 holding.
- Pasadena Private Wealth first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
- 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.