Quantum Private Wealth’s JPMorgan Chase JPM Stock Holding History

Quantum Private Wealth’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	$1.13M	Sell	3,438 -10	-0.3%	-$3.1K	0.29%	63
2026 Q1	$1.01M	Buy	3,448 +37	+1%	+$11.2K	0.31%	62
2025 Q4	$1.1M	Hold	3,411	–	–	0.32%	57
2025 Q3	$1.08M	Hold	3,411	–	–	0.31%	59
2025 Q2	$989K	Hold	3,411	–	–	0.32%	57
2025 Q1	$837K	Sell	3,411 -268	-7%	-$68.3K	0.32%	62
2024 Q4	$882K	Sell	3,679 -353	-9%	-$82.2K	0.28%	65
2024 Q3	$850K	Sell	4,032 -37	-0.9%	-$7.79K	0.29%	70
2024 Q2	$823K	Buy	4,069 +340	+9%	+$66.5K	0.29%	68
2024 Q1	$747K	Buy	3,729 +76	+2%	+$13.7K	0.28%	73
2023 Q4	$621K	Hold	3,653	–	–	0.26%	84
2023 Q3	$530K	Sell	3,653 -3	-0.1%	-$450	0.25%	87
2023 Q2	$532K	Sell	3,656 -3,901	-52%	-$537K	0.25%	93
2023 Q1	$985K	Sell	7,557 -300	-4%	-$41.1K	0.53%	38
2022 Q4	$1.05M	Buy	7,857 +32	+0.4%	+$4.05K	0.67%	31
2022 Q3	$817K	Buy	7,825 +4,019	+106%	+$461K	0.51%	40
2022 Q2	$428K	Sell	3,806 -626	-14%	-$77.6K	0.25%	93
2022 Q1	$604K	Hold	4,432	–	–	0.26%	78
2021 Q4	$701K	Buy	+4,432	New	+$728K	0.27%	79

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Quantum Private Wealth's JPM Position: Q2 2026 in Review

Quantum Private Wealth reduced its JPMorgan Chase (JPM) stake by 0.29% in Q2 2026, selling an estimated $3.1K and leaving 3,438 shares worth $1.13M. The position accounts for 0.29% of the portfolio, ranked #63.

Quantum Private Wealth first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Quantum Private Wealth held 3,438 shares of JPMorgan Chase worth $1.13M as of Q2 2026.
Quantum Private Wealth sold 10 JPMorgan Chase shares in Q2 2026, an estimated $3.1K.
JPMorgan Chase made up 0.29% of Quantum Private Wealth's portfolio in Q2 2026, its #63 holding.
Quantum Private Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Quantum Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.