PWM
JPM icon

Pines Wealth Management’s JPMorgan Chase JPM Stock Holding History

Pines 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 		$5.62M Sell
17,161
-148
-0.9% -$46K 1.62% 13
2026
Q1 		$5.09M Sell
17,309
-1,856
-10% -$563K 1.65% 12
2025
Q4 		$6.18M Sell
19,165
-472
-2% -$146K 1.99% 10
2025
Q3 		$6.19M Sell
19,637
-888
-4% -$264K 2.09% 10
2025
Q2 		$6.08M Buy
20,525
+454
+2% +$116K 2.15% 10
2025
Q1 		$4.35M Buy
20,071
+79
+0.4% +$20.1K 2.01% 10
2024
Q4 		$4.8M Buy
+19,992
New +$4.66M 2.09% 10

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

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

Pines Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.86% in Q2 2026, selling an estimated $46K and leaving 17,161 shares worth $5.62M. The position accounts for 1.62% of the portfolio, ranked #13.

Pines Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.19M in Q3 2025. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pines Wealth Management held 17,161 shares of JPMorgan Chase worth $5.62M as of Q2 2026.
  • Pines Wealth Management sold 148 JPMorgan Chase shares in Q2 2026, an estimated $46K.
  • JPMorgan Chase made up 1.62% of Pines Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Pines Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's JPMorgan Chase position peaked at $6.19M in Q3 2025.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.