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QP Wealth Management’s JPMorgan Chase JPM Stock Holding History

QP 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 		$929K Sell
2,838
-6
-0.2% -$1.86K 1.33% 28
2026
Q1 		$837K Sell
2,844
-3,017
-51% -$916K 1.43% 26
2025
Q4 		$1.89M Buy
+5,861
New +$1.81M 1.66% 17
2023
Q3 		$942K Sell
6,495
-1,091
-14% -$164K 1.64% 21
2023
Q2 		$1.1M Sell
7,586
-200
-3% -$27.5K 1.75% 21
2023
Q1 		$1.01M Buy
7,786
+26
+0.3% +$3.56K 1.66% 24
2022
Q4 		$1.04M Sell
7,760
-346
-4% -$43.8K 1.62% 24
2022
Q3 		$861K Buy
8,106
+1,819
+29% +$209K 1.24% 30
2022
Q2 		$708K Sell
6,287
-1,470
-19% -$182K 0.97% 33
2022
Q1 		$1.06M Buy
7,757
+57
+0.7% +$8.41K 1.18% 30
2021
Q4 		$1.22M Buy
7,700
+67
+0.9% +$11K 1.29% 28
2021
Q3 		$1.25M Sell
7,633
-127
-2% -$19.9K 1.34% 27
2021
Q2 		$1.21M Sell
7,760
-1,141
-13% -$179K 1.24% 30
2021
Q1 		$1.35M Buy
8,901
+15
+0.2% +$2.16K 1.47% 27
2020
Q4 		$1.13M Sell
8,886
-260
-3% -$29.1K 1.25% 28
2020
Q3 		$880K Sell
9,146
-9,390
-51% -$922K 1.13% 28
2020
Q2 		$1.74M Sell
18,536
-405
-2% -$38.4K 2.41% 17
2020
Q1 		$1.69M Buy
18,941
+6,517
+52% +$792K 2.45% 16
2019
Q4 		$1.69M Buy
+12,424
New +$1.59M 2.06% 14

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

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

QP Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.21% in Q2 2026, selling an estimated $1.86K and leaving 2,838 shares worth $929K. The position accounts for 1.33% of the portfolio, ranked #28.

QP Wealth Management first reported a position in JPM in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.89M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • QP Wealth Management held 2,838 shares of JPMorgan Chase worth $929K as of Q2 2026.
  • QP Wealth Management sold 6 JPMorgan Chase shares in Q2 2026, an estimated $1.86K.
  • JPMorgan Chase made up 1.33% of QP Wealth Management's portfolio in Q2 2026, its #28 holding.
  • QP Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 19 quarters since.
  • QP Wealth Management's JPMorgan Chase position peaked at $1.89M in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on QP Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.