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Private Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Private Wealth Management Group’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 		$788K Buy
2,407
+200
+9% +$62.1K 0.18% 51
2026
Q1 		$649K Buy
2,207
+450
+26% +$137K 0.17% 48
2025
Q4 		$566K Sell
1,757
-7
-0.4% -$2.17K 0.15% 51
2025
Q3 		$556K Hold
1,764
– – 0.15% 51
2025
Q2 		$511K Buy
1,764
+33
+2% +$8.42K 0.17% 50
2025
Q1 		$425K Buy
1,731
+102
+6% +$26K 0.16% 54
2024
Q4 		$390K Sell
1,629
-3
-0.2% -$699 0.15% 55
2024
Q3 		$344K Sell
1,632
-6
-0.4% -$1.26K 0.14% 60
2024
Q2 		$331K Sell
1,638
-127
-7% -$24.8K 0.14% 57
2024
Q1 		$354K Sell
1,765
-529
-23% -$95.5K 0.16% 53
2023
Q4 		$390K Buy
+2,294
New +$348K 0.19% 46

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 Management Group's JPM Position: Q2 2026 in Review

Private Wealth Management Group increased its JPMorgan Chase (JPM) stake by 9.1% in Q2 2026, buying an estimated $62.1K and bringing the position to 2,407 shares worth $788K. The position accounts for 0.18% of the portfolio, ranked #51.

Private Wealth Management Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Private Wealth Management Group held 2,407 shares of JPMorgan Chase worth $788K as of Q2 2026.
  • Private Wealth Management Group bought 200 JPMorgan Chase shares in Q2 2026, an estimated $62.1K.
  • JPMorgan Chase made up 0.18% of Private Wealth Management Group's portfolio in Q2 2026, its #51 holding.
  • Private Wealth Management Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.