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Private Wealth Advisors (California)’s JPMorgan Chase JPM Stock Holding History

Private Wealth Advisors (California)’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 		$1.72M Buy
5,256
+5
+0.1% +$1.55K 0.44% 53
2026
Q1 		$1.54M Sell
5,251
-11
-0.2% -$3.34K 0.43% 55
2025
Q4 		$1.7M Sell
5,262
-247
-4% -$76.5K 0.54% 52
2025
Q3 		$1.74M Sell
5,509
-10
-0.2% -$2.97K 0.58% 46
2025
Q2 		$1.6M Buy
5,519
+9
+0.2% +$2.3K 0.59% 47
2025
Q1 		$1.35M Buy
5,510
+13
+0.2% +$3.31K 0.49% 47
2024
Q4 		$1.32M Sell
5,497
-17
-0.3% -$3.96K 0.52% 46
2024
Q3 		$1.14M Sell
5,514
-13
-0.2% -$2.74K 0.44% 50
2024
Q2 		$1.14M Sell
5,527
-5
-0.1% -$978 0.44% 51
2024
Q1 		$1.11M Sell
5,532
-14
-0.3% -$2.53K 0.45% 50
2023
Q4 		$943K Sell
5,546
-439
-7% -$66.5K 0.37% 46
2023
Q3 		$868K Sell
5,985
-112
-2% -$16.8K 0.37% 48
2023
Q2 		$887K Sell
6,097
-24
-0.4% -$3.3K 0.36% 46
2023
Q1 		$798K Sell
6,121
-125
-2% -$17.1K 0.34% 49
2022
Q4 		$838K Sell
6,246
-135
-2% -$17.1K 0.28% 55
2022
Q3 		$667K Sell
6,381
-6
-0.1% -$689 0.31% 49
2022
Q2 		$767K Buy
6,387
+18
+0.3% +$2.23K 0.28% 50
2022
Q1 		$868K Buy
6,369
+24
+0.4% +$3.54K 0.28% 53
2021
Q4 		$1M Hold
6,345
– – 0.22% 60
2021
Q3 		$1.03M Sell
6,345
-110
-2% -$17.2K 0.25% 70
2021
Q2 		$1M Buy
6,455
+21
+0.3% +$3.3K 0.31% 55
2021
Q1 		$979K Buy
6,434
+112
+2% +$16.1K 0.33% 47
2020
Q4 		$887K Buy
6,322
+32
+0.5% +$3.58K 0.31% 46
2020
Q3 		$606K Buy
6,290
+144
+2% +$14.1K 0.31% 41
2020
Q2 		$578K Sell
6,146
-232
-4% -$22K 0.4% 30
2020
Q1 		$574K Sell
6,378
-520
-8% -$63.2K 0.47% 36
2019
Q4 		$962K Sell
6,898
-1,000
-13% -$128K 0.55% 40
2019
Q3 		$930K Sell
7,898
-90
-1% -$10.2K 0.61% 33
2019
Q2 		$809K Hold
7,988
– – 0.55% 34
2019
Q1 		$809K Sell
7,988
-237
-3% -$24.4K 0.55% 34
2018
Q4 		$803K Buy
+8,225
New +$876K 0.65% 32

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 Wealth Advisors (California)'s JPM Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its JPMorgan Chase (JPM) stake by 0.1% in Q2 2026, buying an estimated $1.55K and bringing the position to 5,256 shares worth $1.72M. The position accounts for 0.44% of the portfolio, ranked #53.

Private Wealth Advisors (California) first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.74M in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Private Wealth Advisors (California) held 5,256 shares of JPMorgan Chase worth $1.72M as of Q2 2026.
  • Private Wealth Advisors (California) bought 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
  • JPMorgan Chase made up 0.44% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #53 holding.
  • Private Wealth Advisors (California) first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
  • Private Wealth Advisors (California)'s JPMorgan Chase position peaked at $1.74M in Q3 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.