PWS
JPM icon

Precision Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Precision Wealth Strategies’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 		$401K Buy
1,225
+3
+0.2% +$932 0.12% 142
2026
Q1 		$359K Sell
1,222
-5
-0.4% -$1.52K 0.12% 141
2025
Q4 		$395K Buy
1,227
+49
+4% +$15.2K 0.13% 138
2025
Q3 		$372K Sell
1,178
-170
-13% -$50.6K 0.12% 144
2025
Q2 		$391K Buy
+1,348
New +$344K 0.13% 127

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

Precision Wealth Strategies's JPM Position: Q2 2026 in Review

Precision Wealth Strategies increased its JPMorgan Chase (JPM) stake by 0.25% in Q2 2026, buying an estimated $932 and bringing the position to 1,225 shares worth $401K. The position accounts for 0.12% of the portfolio, ranked #142.

Precision Wealth Strategies first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Precision Wealth Strategies held 1,225 shares of JPMorgan Chase worth $401K as of Q2 2026.
  • Precision Wealth Strategies bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
  • JPMorgan Chase made up 0.12% of Precision Wealth Strategies's portfolio in Q2 2026, its #142 holding.
  • Precision Wealth Strategies first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.