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Private Client Services’s JPMorgan Chase JPM Stock Holding History

Private Client Services’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 		$3.26M Sell
9,949
-164
-2% -$50.9K 0.85% 24
2026
Q1 		$2.97M Buy
10,113
+2,137
+27% +$649K 0.89% 29
2025
Q4 		$2.57M Sell
7,976
-161
-2% -$49.8K 0.8% 33
2025
Q3 		$2.57M Sell
8,137
-173
-2% -$51.5K 0.86% 34
2025
Q2 		$2.41M Buy
8,310
+1,419
+21% +$362K 0.94% 31
2025
Q1 		$1.69M Buy
6,891
+1,183
+21% +$302K 0.84% 34
2024
Q4 		$1.37M Buy
5,708
+91
+2% +$21.2K 0.74% 38
2024
Q3 		$1.18M Buy
5,617
+203
+4% +$42.8K 0.64% 43
2024
Q2 		$1.09M Sell
5,414
-84
-2% -$16.4K 0.69% 40
2024
Q1 		$1.1M Buy
5,498
+261
+5% +$47.1K 0.74% 43
2023
Q4 		$891K Buy
+5,237
New +$794K 0.73% 36

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

Private Client Services's JPM Position: Q2 2026 in Review

Private Client Services reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $50.9K and leaving 9,949 shares worth $3.26M. The position accounts for 0.85% of the portfolio, ranked #24.

Private Client Services first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Private Client Services held 9,949 shares of JPMorgan Chase worth $3.26M as of Q2 2026.
  • Private Client Services sold 164 JPMorgan Chase shares in Q2 2026, an estimated $50.9K.
  • JPMorgan Chase made up 0.85% of Private Client Services's portfolio in Q2 2026, its #24 holding.
  • Private Client Services first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.