Sanchez Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Sanchez Wealth Management Group’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	$581K	Buy	1,775 +1	+0.1%	+$311	0.1%	33
2026 Q1	$522K	Buy	1,774 +26	+1%	+$7.89K	0.11%	33
2025 Q4	$563K	Hold	1,748	–	–	0.12%	34
2025 Q3	$551K	Buy	1,748 +1	+0.1%	+$297	0.12%	33
2025 Q2	$507K	Sell	1,747 -8	-0.5%	-$2.04K	0.12%	32
2025 Q1	$430K	Buy	1,755 +1	+0.1%	+$255	0.12%	35
2024 Q4	$420K	Buy	1,754 +9	+0.5%	+$2.1K	0.11%	36
2024 Q3	$368K	Hold	1,745	–	–	0.11%	33
2024 Q2	$353K	Sell	1,745 -75	-4%	-$14.7K	0.11%	32
2024 Q1	$365K	Buy	1,820 +1	+0.1%	+$180	0.12%	34
2023 Q4	$309K	Sell	1,819 -15	-0.8%	-$2.27K	0.11%	32
2023 Q3	$266K	Buy	1,834 +18	+1%	+$2.7K	0.11%	33
2023 Q2	$264K	Buy	1,816 +1	+0.1%	+$138	0.11%	34
2023 Q1	$237K	Hold	1,815	–	–	0.1%	34
2022 Q4	$243K	Buy	+1,815	New	+$230K	0.12%	31

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

Sanchez Wealth Management Group's JPM Position: Q2 2026 in Review

Sanchez Wealth Management Group increased its JPMorgan Chase (JPM) stake by 0.06% in Q2 2026, buying an estimated $311 and bringing the position to 1,775 shares worth $581K. The position accounts for 0.1% of the portfolio, ranked #33.

Sanchez Wealth Management Group first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Sanchez Wealth Management Group held 1,775 shares of JPMorgan Chase worth $581K as of Q2 2026.
Sanchez Wealth Management Group bought 1 JPMorgan Chase share in Q2 2026, an estimated $311.
JPMorgan Chase made up 0.1% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #33 holding.
Sanchez Wealth Management Group first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.