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San Luis Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

San Luis Wealth Advisors’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 		$6.45M Buy
19,696
+1,528
+8% +$475K 0.97% 34
2026
Q1 		$5.34M Buy
18,168
+484
+3% +$147K 0.88% 38
2025
Q4 		$5.7M Buy
17,684
+810
+5% +$251K 0.95% 34
2025
Q3 		$5.32M Buy
16,874
+3,496
+26% +$1.04M 0.96% 33
2025
Q2 		$3.88M Sell
13,378
-1,039
-7% -$265K 0.83% 36
2025
Q1 		$3.54M Sell
14,417
-6,110
-30% -$1.56M 0.8% 33
2024
Q4 		$4.92M Sell
20,527
-1,026
-5% -$239K 0.93% 27
2024
Q3 		$4.54M Buy
21,553
+496
+2% +$104K 0.94% 31
2024
Q2 		$4.26M Buy
21,057
+72
+0.3% +$14.1K 1.02% 28
2024
Q1 		$4.2M Buy
20,985
+19,783
+1,646% +$3.57M 2.21% 12
2023
Q4 		$204K Buy
+1,202
New +$182K 0.09% 54
2023
Q1 		– Sell
-5,084
Closed -$682K – 167
2022
Q4 		$682K Sell
5,084
-3,443
-40% -$436K 0.64% 46
2022
Q3 		$891K Sell
8,527
-487
-5% -$55.9K 0.93% 28
2022
Q2 		$1.01M Sell
9,014
-2,898
-24% -$359K 1.17% 23
2022
Q1 		$1.89M Sell
11,912
-7
-0.1% -$1.03K 0.92% 23
2021
Q4 		$1.89M Buy
11,919
+3,880
+48% +$637K 1.92% 12
2021
Q3 		$1.32M Buy
+8,039
New +$1.26M 0.73% 38
2020
Q4 		$635K Buy
+5,000
New +$559K 0.41% 64

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

San Luis Wealth Advisors's JPM Position: Q2 2026 in Review

San Luis Wealth Advisors increased its JPMorgan Chase (JPM) stake by 8.4% in Q2 2026, buying an estimated $475K and bringing the position to 19,696 shares worth $6.45M. The position accounts for 0.97% of the portfolio, ranked #34.

San Luis Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 18 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • San Luis Wealth Advisors held 19,696 shares of JPMorgan Chase worth $6.45M as of Q2 2026.
  • San Luis Wealth Advisors bought 1,528 JPMorgan Chase shares in Q2 2026, an estimated $475K.
  • JPMorgan Chase made up 0.97% of San Luis Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • San Luis Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 18 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.