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Quotient Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Quotient Wealth Partners’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 		$5.16M Buy
15,775
+766
+5% +$238K 0.12% 53
2026
Q1 		$4.41M Buy
15,009
+1
+0% +$303 0.12% 56
2025
Q4 		$4.84M Buy
15,008
+304
+2% +$94.1K 0.13% 53
2025
Q3 		$4.64M Buy
14,704
+488
+3% +$145K 0.13% 49
2025
Q2 		$4.12M Buy
14,216
+1,711
+14% +$437K 0.12% 50
2025
Q1 		$3.07M Sell
12,505
-449
-3% -$114K 0.1% 54
2024
Q4 		$3.11M Buy
12,954
+112
+0.9% +$26.1K 0.1% 54
2024
Q3 		$2.71M Buy
12,842
+75
+0.6% +$15.8K 0.09% 53
2024
Q2 		$2.58M Buy
12,767
+2,626
+26% +$513K 0.09% 55
2024
Q1 		$2.03M Buy
10,141
+2,170
+27% +$392K 0.07% 75
2023
Q4 		$1.36M Buy
+7,971
New +$1.21M 0.05% 99

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

Quotient Wealth Partners's JPM Position: Q2 2026 in Review

Quotient Wealth Partners increased its JPMorgan Chase (JPM) stake by 5.1% in Q2 2026, buying an estimated $238K and bringing the position to 15,775 shares worth $5.16M. The position accounts for 0.12% of the portfolio, ranked #53.

Quotient Wealth Partners first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,145 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Quotient Wealth Partners held 15,775 shares of JPMorgan Chase worth $5.16M as of Q2 2026.
  • Quotient Wealth Partners bought 766 JPMorgan Chase shares in Q2 2026, an estimated $238K.
  • JPMorgan Chase made up 0.12% of Quotient Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Quotient Wealth Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,145 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.