Quest 10 Wealth Builders’s JPMorgan Chase JPM Stock Holding History

Quest 10 Wealth Builders’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	$294K	Buy	897 +3	+0.3%	+$932	0.23%	82
2026 Q1	$263K	Buy	894 +100	+13%	+$30.3K	0.23%	83
2025 Q4	$256K	Sell	794 -71	-8%	-$22K	0.23%	85
2025 Q3	$273K	Sell	865 -49	-5%	-$14.6K	0.25%	78
2025 Q2	$265K	Buy	914 +130	+17%	+$33.2K	0.26%	75
2025 Q1	$192K	Sell	784 -422	-35%	-$108K	0.21%	93
2024 Q4	$289K	Buy	+1,206	New	+$281K	0.29%	73

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

Quest 10 Wealth Builders's JPM Position: Q2 2026 in Review

Quest 10 Wealth Builders increased its JPMorgan Chase (JPM) stake by 0.34% in Q2 2026, buying an estimated $932 and bringing the position to 897 shares worth $294K. The position accounts for 0.23% of the portfolio, ranked #82.

Quest 10 Wealth Builders first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Quest 10 Wealth Builders held 897 shares of JPMorgan Chase worth $294K as of Q2 2026.
Quest 10 Wealth Builders bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
JPMorgan Chase made up 0.23% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #82 holding.
Quest 10 Wealth Builders first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.