PMG Wealth Management’s JPMorgan Chase JPM Stock Holding History

PMG 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	$270K	Hold	825	–	–	0.17%	55
2026 Q1	$243K	Sell	825 -188	-19%	-$57.1K	0.18%	54
2025 Q4	$326K	Buy	1,013 +88	+10%	+$27.2K	0.24%	45
2025 Q3	$287K	Hold	925	–	–	0.22%	47
2025 Q2	$268K	Buy	+925	New	+$236K	0.22%	45

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 $3.38T AUM 44.17% 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

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

PMG Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 825 shares worth $270K. The position accounts for 0.17% of the portfolio, ranked #55.

PMG Wealth Management first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $326K in Q4 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

PMG Wealth Management held 825 shares of JPMorgan Chase worth $270K as of Q2 2026.
PMG Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.17% of PMG Wealth Management's portfolio in Q2 2026, its #55 holding.
PMG Wealth Management first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
PMG Wealth Management's JPMorgan Chase position peaked at $326K in Q4 2025.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on PMG Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.