Reicon Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$624K Buy
1,907
+644
+51% +$200K 0.38% 18
2026
Q1
$371K Buy
1,263
+277
+28% +$84.1K 0.28% 22
2025
Q4
$318K Buy
+986
New +$305K 0.23% 27

Other funds holding JPM

Reicon Wealth Advisors's JPM Position: Q2 2026 in Review

Reicon Wealth Advisors increased its JPMorgan Chase (JPM) stake by 51% in Q2 2026, buying an estimated $200K and bringing the position to 1,907 shares worth $624K. The position accounts for 0.38% of the portfolio, ranked #18.

Reicon Wealth Advisors first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,111 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Reicon Wealth Advisors held 1,907 shares of JPMorgan Chase worth $624K as of Q2 2026.
  • Reicon Wealth Advisors bought 644 JPMorgan Chase shares in Q2 2026, an estimated $200K.
  • JPMorgan Chase made up 0.38% of Reicon Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Reicon Wealth Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • 5,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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