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Peck Wealth Management’s JPMorgan Chase JPM Stock Holding History

Peck 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 		$1.1M Sell
3,352
-500
-13% -$155K 0.92% 37
2026
Q1 		$1.13M Sell
3,852
-200
-5% -$60.7K 1.14% 31
2025
Q4 		$1.31M Sell
4,052
-500
-11% -$155K 1.23% 30
2025
Q3 		$1.44M Buy
+4,552
New +$1.35M 1.37% 28

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

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

Peck Wealth Management reduced its JPMorgan Chase (JPM) stake by 13% in Q2 2026, selling an estimated $155K and leaving 3,352 shares worth $1.1M. The position accounts for 0.92% of the portfolio, ranked #37.

Peck Wealth Management first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.44M in Q3 2025. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Peck Wealth Management held 3,352 shares of JPMorgan Chase worth $1.1M as of Q2 2026.
  • Peck Wealth Management sold 500 JPMorgan Chase shares in Q2 2026, an estimated $155K.
  • JPMorgan Chase made up 0.92% of Peck Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Peck Wealth Management first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • Peck Wealth Management's JPMorgan Chase position peaked at $1.44M in Q3 2025.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.