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Power Wealth Management’s JPMorgan Chase JPM Stock Holding History

Power 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 		$638K Buy
1,948
+305
+19% +$94.7K 0.22% 67
2026
Q1 		$483K Sell
1,643
-77
-4% -$23.4K 0.18% 70
2025
Q4 		$554K Sell
1,720
-12
-0.7% -$3.71K 0.2% 70
2025
Q3 		$546K Hold
1,732
– – 0.2% 65
2025
Q2 		$502K Sell
1,732
-14
-0.8% -$3.57K 0.19% 64
2025
Q1 		$428K Sell
1,746
-374
-18% -$95.3K 0.17% 67
2024
Q4 		$508K Sell
2,120
-20
-0.9% -$4.66K 0.21% 65
2024
Q3 		$451K Buy
2,140
+541
+34% +$114K 0.19% 65
2024
Q2 		$323K Buy
1,599
+78
+5% +$15.2K 0.15% 80
2024
Q1 		$305K Sell
1,521
-115
-7% -$20.8K 0.19% 78
2023
Q4 		$278K Buy
+1,636
New +$248K 0.19% 75

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

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

Power Wealth Management increased its JPMorgan Chase (JPM) stake by 19% in Q2 2026, buying an estimated $94.7K and bringing the position to 1,948 shares worth $638K. The position accounts for 0.22% of the portfolio, ranked #67.

Power Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Power Wealth Management held 1,948 shares of JPMorgan Chase worth $638K as of Q2 2026.
  • Power Wealth Management bought 305 JPMorgan Chase shares in Q2 2026, an estimated $94.7K.
  • JPMorgan Chase made up 0.22% of Power Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Power Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.