Principia Wealth Advisory’s JPMorgan Chase JPM Stock Holding History

Principia Wealth Advisory’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	$320K	Buy	979 +62	+7%	+$19.3K	0.16%	62
2026 Q1	$270K	Buy	917 +20	+2%	+$6.07K	0.15%	64
2025 Q4	$289K	Buy	897 +19	+2%	+$5.88K	0.18%	64
2025 Q3	$277K	Buy	878 +13	+2%	+$3.87K	0.19%	62
2025 Q2	$251K	Buy	865 +32	+4%	+$8.17K	0.21%	55
2025 Q1	$195K	Buy	833 +7	+0.8%	+$1.78K	0.19%	50
2024 Q4	$198K	Buy	+826	New	+$192K	0.19%	48

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

Principia Wealth Advisory's JPM Position: Q2 2026 in Review

Principia Wealth Advisory increased its JPMorgan Chase (JPM) stake by 6.8% in Q2 2026, buying an estimated $19.3K and bringing the position to 979 shares worth $320K. The position accounts for 0.16% of the portfolio, ranked #62.

Principia Wealth Advisory first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Principia Wealth Advisory held 979 shares of JPMorgan Chase worth $320K as of Q2 2026.
Principia Wealth Advisory bought 62 JPMorgan Chase shares in Q2 2026, an estimated $19.3K.
JPMorgan Chase made up 0.16% of Principia Wealth Advisory's portfolio in Q2 2026, its #62 holding.
Principia Wealth Advisory first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.