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Provident Wealth Management’s JPMorgan Chase JPM Stock Holding History

Provident Wealth Management’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 		$444K Buy
+1,357
New +$421K 0.11% 51
2020
Q4 		– Sell
-356
Closed -$34K – 164
2020
Q3 		$34K Buy
+356
New +$35K 0.04% 111

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

Provident Wealth Management's JPM Position: Q2 2026 in Review

Provident Wealth Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 1,357 shares worth $444K. The stake represents 0.11% of the portfolio and ranks #51 among its holdings. This is a return to the name: Provident Wealth Management previously reported a position in JPM as recently as Q3 2020.

Provident Wealth Management first reported a position in JPM in Q3 2020 and has held it in 2 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Provident Wealth Management held 1,357 shares of JPMorgan Chase worth $444K as of Q2 2026.
  • JPMorgan Chase was a new Provident Wealth Management position in Q2 2026.
  • JPMorgan Chase made up 0.11% of Provident Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Provident Wealth Management first reported a position in JPMorgan Chase in Q3 2020 and has held it in 2 quarters since.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.