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Perfromance Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Perfromance 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 		$71.8M Buy
219,412
+3,120
+1% +$969K 1.78% 11
2026
Q1 		$63.6M Buy
216,292
+2,998
+1% +$910K 1.85% 12
2025
Q4 		$68.7M Buy
213,294
+4,283
+2% +$1.33M 1.86% 10
2025
Q3 		$65.9M Buy
209,011
+5,398
+3% +$1.61M 1.84% 11
2025
Q2 		$59M Buy
203,613
+4,036
+2% +$1.03M 1.89% 11
2025
Q1 		$49M Buy
199,577
+17,997
+10% +$4.59M 1.75% 11
2024
Q4 		$43.5M Buy
181,580
+15,979
+10% +$3.72M 1.4% 12
2024
Q3 		$34.9M Buy
165,601
+9,737
+6% +$2.05M 1.2% 12
2024
Q2 		$31.5M Buy
155,864
+37,793
+32% +$7.39M 1.16% 12
2024
Q1 		$23.6M Buy
118,071
+15,890
+16% +$2.87M 0.99% 16
2023
Q4 		$17.4M Buy
102,181
+537
+0.5% +$81.4K 0.76% 14
2023
Q3 		$14.7M Sell
101,644
-215
-0.2% -$32.2K 0.72% 16
2023
Q2 		$14.7M Sell
101,859
-6,603
-6% -$908K 0.68% 15
2023
Q1 		$14.1M Buy
108,462
+15
+0% +$2.06K 0.72% 15
2022
Q4 		$14.5M Sell
108,447
-3,480
-3% -$441K 0.88% 15
2022
Q3 		$11.7M Sell
111,927
-5,319
-5% -$610K 0.68% 19
2022
Q2 		$13.2M Sell
117,246
-1,866
-2% -$231K 0.74% 20
2022
Q1 		$16.2M Buy
119,112
+29,317
+33% +$4.33M 0.71% 21
2021
Q4 		$14.2M Buy
+89,795
New +$14.7M 0.57% 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

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

Perfromance Wealth Partners increased its JPMorgan Chase (JPM) stake by 1.4% in Q2 2026, buying an estimated $969K and bringing the position to 219,412 shares worth $71.8M. The position accounts for 1.78% of the portfolio, ranked #11.

Perfromance Wealth Partners first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Perfromance Wealth Partners held 219,412 shares of JPMorgan Chase worth $71.8M as of Q2 2026.
  • Perfromance Wealth Partners bought 3,120 JPMorgan Chase shares in Q2 2026, an estimated $969K.
  • JPMorgan Chase made up 1.78% of Perfromance Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Perfromance Wealth Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.