Revisor Wealth Management’s JPMorgan Chase JPM Stock Holding History

Revisor Wealth Management’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	$3.94M	Buy	12,050 +821	+7%	+$255K	0.95%	18
2026 Q1	$3.3M	Sell	11,229 -161	-1%	-$48.9K	0.91%	17
2025 Q4	$3.56M	Buy	11,390 +4,494	+65%	+$1.39M	0.95%	19
2025 Q3	$2.12M	Sell	6,896 -200	-3%	-$59.5K	0.73%	28
2025 Q2	$2.06M	Buy	7,096 +4,629	+188%	+$1.18M	0.74%	27
2025 Q1	$605K	Buy	+2,467	New	+$629K	0.27%	74
2024 Q4	–	Sell	-1,078	Closed	-$227K	–	150
2024 Q3	$227K	Buy	+1,078	New	+$227K	0.14%	154
2024 Q1	–	Sell	-1,348	Closed	-$229K	–	195
2023 Q4	$229K	Buy	+1,348	New	+$204K	0.26%	117

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

Revisor Wealth Management's JPM Position: Q2 2026 in Review

Revisor Wealth Management increased its JPMorgan Chase (JPM) stake by 7.3% in Q2 2026, buying an estimated $255K and bringing the position to 12,050 shares worth $3.94M. The position accounts for 0.95% of the portfolio, ranked #18.

Revisor Wealth Management first reported a position in JPM in Q4 2023 and has held it in 8 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Revisor Wealth Management held 12,050 shares of JPMorgan Chase worth $3.94M as of Q2 2026.
Revisor Wealth Management bought 821 JPMorgan Chase shares in Q2 2026, an estimated $255K.
JPMorgan Chase made up 0.95% of Revisor Wealth Management's portfolio in Q2 2026, its #18 holding.
Revisor Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 8 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.