Peterson Wealth Management’s JPMorgan Chase JPM Stock Holding History

Peterson 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	$4.61M	Buy	14,078 +528	+4%	+$164K	2.15%	13
2026 Q1	$3.99M	Sell	13,550 -1,196	-8%	-$363K	2.31%	16
2025 Q4	$4.75M	Buy	14,746 +175	+1%	+$54.2K	3.53%	9
2025 Q3	$4.6M	Sell	14,571 -1,674	-10%	-$498K	3.18%	12
2025 Q2	$4.71M	Buy	+16,245	New	+$4.15M	2.79%	13
2025 Q1	–	Sell	-842	Closed	-$202K	–	51
2024 Q4	$202K	Buy	+842	New	+$196K	0.12%	49
2022 Q2	–	Sell	-7,436	Closed	-$1.01M	–	50
2022 Q1	$1.01M	Sell	7,436 -4,283	-37%	-$632K	0.68%	42
2021 Q4	$1.86M	Buy	11,719 +389	+3%	+$63.9K	1.24%	30
2021 Q3	$1.85M	Buy	11,330 +35	+0.3%	+$5.49K	1.44%	24
2021 Q2	$1.76M	Buy	11,295 +4,176	+59%	+$656K	1.37%	24
2021 Q1	$1.08M	Buy	+7,119	New	+$1.02M	0.92%	29

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 $3.37T AUM 44.26% 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

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

Peterson Wealth Management increased its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, buying an estimated $164K and bringing the position to 14,078 shares worth $4.61M. The position accounts for 2.15% of the portfolio, ranked #13.

Peterson Wealth Management first reported a position in JPM in Q1 2021 and has held it in 11 quarters since. The position peaked at $4.75M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Peterson Wealth Management held 14,078 shares of JPMorgan Chase worth $4.61M as of Q2 2026.
Peterson Wealth Management bought 528 JPMorgan Chase shares in Q2 2026, an estimated $164K.
JPMorgan Chase made up 2.15% of Peterson Wealth Management's portfolio in Q2 2026, its #13 holding.
Peterson Wealth Management first reported a position in JPMorgan Chase in Q1 2021 and has held it in 11 quarters since.
Peterson Wealth Management's JPMorgan Chase position peaked at $4.75M in Q4 2025.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.