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Philip James Wealth Mangement’s JPMorgan Chase JPM Stock Holding History

Philip James Wealth Mangement’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 		$1.35M Sell
4,131
-388
-9% -$120K 0.15% 76
2026
Q1 		$1.33M Sell
4,519
-767
-15% -$233K 0.15% 74
2025
Q4 		$1.7M Sell
5,286
-23
-0.4% -$7.12K 0.2% 72
2025
Q3 		$1.67M Sell
5,309
-388
-7% -$115K 0.2% 74
2025
Q2 		$1.65M Sell
5,697
-408
-7% -$104K 0.21% 74
2025
Q1 		$1.5M Sell
6,105
-170
-3% -$43.3K 0.18% 69
2024
Q4 		$1.5M Sell
6,275
-72
-1% -$16.8K 0.19% 68
2024
Q3 		$1.34M Buy
6,347
+5,133
+423% +$1.08M 0.16% 72
2024
Q2 		$245K Buy
1,214
+74
+6% +$14.5K 0.16% 59
2024
Q1 		$228K Buy
+1,140
New +$206K 0.16% 67

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

Philip James Wealth Mangement's JPM Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its JPMorgan Chase (JPM) stake by 8.6% in Q2 2026, selling an estimated $120K and leaving 4,131 shares worth $1.35M. The position accounts for 0.15% of the portfolio, ranked #76.

Philip James Wealth Mangement first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.7M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Philip James Wealth Mangement held 4,131 shares of JPMorgan Chase worth $1.35M as of Q2 2026.
  • Philip James Wealth Mangement sold 388 JPMorgan Chase shares in Q2 2026, an estimated $120K.
  • JPMorgan Chase made up 0.15% of Philip James Wealth Mangement's portfolio in Q2 2026, its #76 holding.
  • Philip James Wealth Mangement first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • Philip James Wealth Mangement's JPMorgan Chase position peaked at $1.7M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.