Primoris Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Primoris 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	$222K	Buy	+677	New	+$210K	0.1%	112
2026 Q1	–	Sell	-683	Closed	-$220K	–	109
2025 Q4	$220K	Hold	683	–	–	0.13%	101
2025 Q3	$215K	Buy	+683	New	+$203K	0.14%	98
2022 Q1	–	Sell	-4,493	Closed	-$710K	–	85
2021 Q4	$710K	Buy	+4,493	New	+$738K	0.57%	42

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 $3.37T AUM 44.26% 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

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

Primoris Wealth Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 677 shares worth $222K. The stake represents 0.1% of the portfolio and ranks #112 among its holdings. This is a return to the name: Primoris Wealth Advisors previously reported a position in JPM as recently as Q4 2025.

Primoris Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 4 quarters since. The position peaked at $710K in Q4 2021. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Primoris Wealth Advisors held 677 shares of JPMorgan Chase worth $222K as of Q2 2026.
JPMorgan Chase was a new Primoris Wealth Advisors position in Q2 2026.
JPMorgan Chase made up 0.1% of Primoris Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Primoris Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 4 quarters since.
Primoris Wealth Advisors's JPMorgan Chase position peaked at $710K in Q4 2021.
5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.