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Resolute Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Resolute Wealth Strategies’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 		$4.95M Buy
15,117
+507
+3% +$157K 1.92% 15
2026
Q1 		$4.3M Buy
14,610
+996
+7% +$302K 1.85% 17
2025
Q4 		$4.39M Buy
13,614
+123
+0.9% +$38.1K 1.92% 17
2025
Q3 		$4.26M Buy
13,491
+235
+2% +$69.9K 1.95% 18
2025
Q2 		$3.84M Sell
13,256
-202
-2% -$51.5K 2.06% 16
2025
Q1 		$3.3M Buy
13,458
+476
+4% +$121K 1.84% 17
2024
Q4 		$3.11M Sell
12,982
-1,348
-9% -$314K 1.6% 19
2024
Q3 		$3.02M Buy
14,330
+72
+0.5% +$15.2K 1.57% 19
2024
Q2 		$2.88M Buy
14,258
+57
+0.4% +$11.1K 1.66% 19
2024
Q1 		$2.84M Buy
14,201
+96
+0.7% +$17.3K 1.72% 20
2023
Q4 		$2.4M Sell
14,105
-1,191
-8% -$180K 1.63% 18
2023
Q3 		$2.22M Sell
15,296
-137
-0.9% -$20.5K 1.66% 16
2023
Q2 		$2.24M Buy
15,433
+279
+2% +$38.4K 1.74% 15
2023
Q1 		$1.97M Buy
+15,154
New +$2.08M 1.68% 17

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

Resolute Wealth Strategies's JPM Position: Q2 2026 in Review

Resolute Wealth Strategies increased its JPMorgan Chase (JPM) stake by 3.5% in Q2 2026, buying an estimated $157K and bringing the position to 15,117 shares worth $4.95M. The position accounts for 1.92% of the portfolio, ranked #15.

Resolute Wealth Strategies first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Resolute Wealth Strategies held 15,117 shares of JPMorgan Chase worth $4.95M as of Q2 2026.
  • Resolute Wealth Strategies bought 507 JPMorgan Chase shares in Q2 2026, an estimated $157K.
  • JPMorgan Chase made up 1.92% of Resolute Wealth Strategies's portfolio in Q2 2026, its #15 holding.
  • Resolute Wealth Strategies first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Resolute Wealth Strategies's 13F filing for Q2 2026, filed 12 Aug 2026.