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Personal CFO Solutions’s JPMorgan Chase JPM Stock Holding History

Personal CFO Solutions’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 		$3.27M Buy
9,982
+131
+1% +$40.7K 0.47% 32
2026
Q1 		$2.9M Sell
9,851
-453
-4% -$137K 0.41% 40
2025
Q4 		$3.32M Sell
10,304
-285
-3% -$88.2K 0.53% 30
2025
Q3 		$3.34M Buy
10,589
+207
+2% +$61.6K 0.59% 28
2025
Q2 		$3.01M Buy
10,382
+1,062
+11% +$271K 0.56% 30
2025
Q1 		$2.29M Sell
9,320
-143
-2% -$36.5K 0.46% 39
2024
Q4 		$2.27M Sell
9,463
-221
-2% -$51.5K 0.45% 41
2024
Q3 		$2.04M Buy
9,684
+354
+4% +$74.6K 0.29% 70
2024
Q2 		$1.89M Sell
9,330
-114
-1% -$22.3K 0.29% 65
2024
Q1 		$1.89M Buy
9,444
+401
+4% +$72.4K 0.3% 69
2023
Q4 		$1.54M Sell
9,043
-2,438
-21% -$369K 0.27% 72
2023
Q3 		$1.66M Buy
11,481
+551
+5% +$82.6K 0.33% 64
2023
Q2 		$1.59M Buy
10,930
+1,450
+15% +$199K 0.32% 64
2023
Q1 		$1.24M Buy
9,480
+131
+1% +$17.9K 0.26% 73
2022
Q4 		$1.25M Buy
9,349
+725
+8% +$91.9K 0.27% 69
2022
Q3 		$901K Sell
8,624
-693
-7% -$79.5K 0.23% 83
2022
Q2 		$1.05M Buy
9,317
+897
+11% +$111K 0.25% 71
2022
Q1 		$1.15M Buy
8,420
+830
+11% +$123K 0.23% 90
2021
Q4 		$1.2M Buy
7,590
+522
+7% +$85.7K 0.23% 91
2021
Q3 		$1.16M Buy
7,068
+92
+1% +$14.4K 0.24% 91
2021
Q2 		$1.08M Sell
6,976
-251
-3% -$39.4K 0.22% 86
2021
Q1 		$1.1M Buy
7,227
+246
+4% +$35.4K 0.24% 80
2020
Q4 		$887K Buy
6,981
+36
+0.5% +$4.02K 0.22% 98
2020
Q3 		$1M Buy
6,945
+99
+1% +$9.72K 0.33% 92
2020
Q2 		$644K Sell
6,846
-155
-2% -$14.7K 0.19% 103
2020
Q1 		$630K Sell
7,001
-6
-0.1% -$729 0.23% 99
2019
Q4 		$977K Sell
7,007
-26
-0.4% -$3.33K 0.28% 76
2019
Q3 		$828K Buy
+7,033
New +$795K 0.33% 74

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

Personal CFO Solutions's JPM Position: Q2 2026 in Review

Personal CFO Solutions increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $40.7K and bringing the position to 9,982 shares worth $3.27M. The position accounts for 0.47% of the portfolio, ranked #32.

Personal CFO Solutions first reported a position in JPM in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.34M in Q3 2025. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Personal CFO Solutions held 9,982 shares of JPMorgan Chase worth $3.27M as of Q2 2026.
  • Personal CFO Solutions bought 131 JPMorgan Chase shares in Q2 2026, an estimated $40.7K.
  • JPMorgan Chase made up 0.47% of Personal CFO Solutions's portfolio in Q2 2026, its #32 holding.
  • Personal CFO Solutions first reported a position in JPMorgan Chase in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's JPMorgan Chase position peaked at $3.34M in Q3 2025.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.