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Pitti Group Wealth Management’s JPMorgan Chase JPM Stock Holding History

Pitti Group 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 		$733K Buy
2,240
+2
+0.1% +$621 0.53% 39
2026
Q1 		$658K Buy
2,238
+30
+1% +$9.11K 0.53% 40
2025
Q4 		$711K Buy
2,208
+6
+0.3% +$1.86K 0.58% 36
2025
Q3 		$695K Sell
2,202
-322
-13% -$95.8K 0.59% 34
2025
Q2 		$732K Buy
2,524
+22
+0.9% +$5.61K 0.63% 34
2025
Q1 		$614K Sell
2,502
-39
-2% -$9.94K 0.63% 37
2024
Q4 		$609K Sell
2,541
-296
-10% -$68.9K 0.62% 41
2024
Q3 		$483K Hold
2,837
– – 0.53% 40
2024
Q2 		$483K Buy
2,837
+60
+2% +$11.7K 0.53% 40
2024
Q1 		$543K Sell
2,777
-60
-2% -$10.8K 0.61% 38
2023
Q4 		$483K Sell
2,837
-472
-14% -$71.5K 0.53% 40
2023
Q3 		$480K Buy
3,309
+23
+0.7% +$3.45K 0.55% 42
2023
Q2 		$478K Buy
3,286
+174
+6% +$23.9K 0.54% 41
2023
Q1 		$406K Buy
3,112
+6
+0.2% +$822 0.45% 47
2022
Q4 		$416K Buy
3,106
+193
+7% +$24.5K 0.5% 46
2022
Q3 		$304K Buy
2,913
+274
+10% +$31.4K 0.42% 48
2022
Q2 		$297K Buy
2,639
+200
+8% +$24.8K 0.41% 52
2022
Q1 		$332K Buy
2,439
+97
+4% +$14.3K 0.39% 54
2021
Q4 		$371K Buy
+2,342
New +$385K 0.41% 56

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

Pitti Group Wealth Management's JPM Position: Q2 2026 in Review

Pitti Group Wealth Management increased its JPMorgan Chase (JPM) stake by 0.09% in Q2 2026, buying an estimated $621 and bringing the position to 2,240 shares worth $733K. The position accounts for 0.53% of the portfolio, ranked #39.

Pitti Group Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Pitti Group Wealth Management held 2,240 shares of JPMorgan Chase worth $733K as of Q2 2026.
  • Pitti Group Wealth Management bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.53% of Pitti Group Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Pitti Group Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Pitti Group Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.