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Revolve Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Revolve 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 		$4.45M Buy
13,585
+796
+6% +$247K 0.46% 40
2026
Q1 		$3.76M Sell
12,789
-1,334
-9% -$405K 0.49% 34
2025
Q4 		$4.55M Sell
14,123
-42
-0.3% -$13K 0.53% 35
2025
Q3 		$4.47M Buy
14,165
+123
+0.9% +$36.6K 0.54% 33
2025
Q2 		$4.07M Buy
14,042
+145
+1% +$37K 0.53% 35
2025
Q1 		$3.41M Buy
13,897
+1,900
+16% +$484K 0.49% 36
2024
Q4 		$2.88M Sell
11,997
-484
-4% -$113K 0.42% 39
2024
Q3 		$2.63M Buy
12,481
+1,912
+18% +$403K 0.4% 35
2024
Q2 		$2.14M Sell
10,569
-785
-7% -$153K 0.35% 44
2024
Q1 		$2.27M Buy
11,354
+208
+2% +$37.5K 0.39% 42
2023
Q4 		$1.9M Buy
11,146
+95
+0.9% +$14.4K 0.37% 50
2023
Q3 		$1.6M Buy
11,051
+1,707
+18% +$256K 0.37% 53
2023
Q2 		$1.36M Buy
9,344
+207
+2% +$28.5K 0.32% 53
2023
Q1 		$1.19M Sell
9,137
-39
-0.4% -$5.34K 0.3% 54
2022
Q4 		$1.23M Sell
9,176
-1,363
-13% -$173K 0.35% 50
2022
Q3 		$1.1M Buy
10,539
+1,769
+20% +$203K 0.37% 48
2022
Q2 		$988K Sell
8,770
-174
-2% -$21.6K 0.32% 51
2022
Q1 		$1.22M Buy
8,944
+889
+11% +$131K 0.35% 48
2021
Q4 		$1.27M Buy
+8,055
New +$1.32M 0.37% 47

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

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

Revolve Wealth Partners increased its JPMorgan Chase (JPM) stake by 6.2% in Q2 2026, buying an estimated $247K and bringing the position to 13,585 shares worth $4.45M. The position accounts for 0.46% of the portfolio, ranked #40.

Revolve Wealth Partners first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.55M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Revolve Wealth Partners held 13,585 shares of JPMorgan Chase worth $4.45M as of Q2 2026.
  • Revolve Wealth Partners bought 796 JPMorgan Chase shares in Q2 2026, an estimated $247K.
  • JPMorgan Chase made up 0.46% of Revolve Wealth Partners's portfolio in Q2 2026, its #40 holding.
  • Revolve Wealth Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's JPMorgan Chase position peaked at $4.55M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.