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Portus Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Portus Wealth Advisors’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 		$1.68M Buy
5,126
+351
+7% +$109K 1.38% 22
2026
Q1 		$1.4M Sell
4,775
-332
-7% -$101K 1.32% 21
2025
Q4 		$1.65M Buy
5,107
+166
+3% +$51.4K 1.55% 20
2025
Q3 		$1.56M Buy
+4,941
New +$1.47M 1.55% 19

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

Portus Wealth Advisors's JPM Position: Q2 2026 in Review

Portus Wealth Advisors increased its JPMorgan Chase (JPM) stake by 7.4% in Q2 2026, buying an estimated $109K and bringing the position to 5,126 shares worth $1.68M. The position accounts for 1.38% of the portfolio, ranked #22.

Portus Wealth Advisors first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Portus Wealth Advisors held 5,126 shares of JPMorgan Chase worth $1.68M as of Q2 2026.
  • Portus Wealth Advisors bought 351 JPMorgan Chase shares in Q2 2026, an estimated $109K.
  • JPMorgan Chase made up 1.38% of Portus Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Portus Wealth Advisors first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.