Perissos Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Perissos Private 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	$399K	Sell	1,220 -85	-7%	-$26.4K	0.27%	54
2026 Q1	$384K	Hold	1,305	–	–	0.33%	50
2025 Q4	$420K	Hold	1,305	–	–	0.36%	48
2025 Q3	$412K	Hold	1,305	–	–	0.3%	50
2025 Q2	$378K	Sell	1,305 -15	-1%	-$3.83K	0.3%	51
2025 Q1	$324K	Hold	1,320	–	–	0.3%	54
2024 Q4	$316K	Buy	1,320 +25	+2%	+$5.82K	0.24%	65
2024 Q3	$273K	Sell	1,295 -230	-15%	-$48.4K	0.22%	69
2024 Q2	$308K	Hold	1,525	–	–	0.28%	63
2024 Q1	$305K	Buy	+1,525	New	+$275K	0.28%	59

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Perissos Private Wealth Management's JPM Position: Q2 2026 in Review

Perissos Private Wealth Management reduced its JPMorgan Chase (JPM) stake by 6.5% in Q2 2026, selling an estimated $26.4K and leaving 1,220 shares worth $399K. The position accounts for 0.27% of the portfolio, ranked #54.

Perissos Private Wealth Management first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $420K in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Perissos Private Wealth Management held 1,220 shares of JPMorgan Chase worth $399K as of Q2 2026.
Perissos Private Wealth Management sold 85 JPMorgan Chase shares in Q2 2026, an estimated $26.4K.
JPMorgan Chase made up 0.27% of Perissos Private Wealth Management's portfolio in Q2 2026, its #54 holding.
Perissos Private Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
Perissos Private Wealth Management's JPMorgan Chase position peaked at $420K in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.