PWA
JPM icon

PCG Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

PCG Wealth Advisors’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 		$203K Buy
+621
New +$193K 0.05% 176
2025
Q3 		– Sell
-715
Closed -$207K – 152
2025
Q2 		$207K Sell
715
-209
-23% -$53.3K 0.11% 87
2025
Q1 		$227K Sell
924
-209
-18% -$53.3K 0.08% 121
2024
Q4 		$272K Hold
1,133
– – 0.1% 105
2024
Q3 		$239K Buy
+1,133
New +$239K 0.09% 109

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 $3.38T AUM 44.17% 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

PCG Wealth Advisors's JPM Position: Q2 2026 in Review

PCG Wealth Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 621 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #176 among its holdings. This is a return to the name: PCG Wealth Advisors previously reported a position in JPM as recently as Q2 2025.

PCG Wealth Advisors first reported a position in JPM in Q3 2024 and has held it in 5 quarters since. The position peaked at $272K in Q4 2024. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • PCG Wealth Advisors held 621 shares of JPMorgan Chase worth $203K as of Q2 2026.
  • JPMorgan Chase was a new PCG Wealth Advisors position in Q2 2026.
  • JPMorgan Chase made up 0.05% of PCG Wealth Advisors's portfolio in Q2 2026, its #176 holding.
  • PCG Wealth Advisors first reported a position in JPMorgan Chase in Q3 2024 and has held it in 5 quarters since.
  • PCG Wealth Advisors's JPMorgan Chase position peaked at $272K in Q4 2024.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.