Seven Springs Wealth Group’s JPMorgan Chase JPM Stock Holding History

Seven Springs Wealth 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	$234K	Buy	+714	New	+$222K	0.05%	80
2025 Q2	–	Sell	-869	Closed	-$213K	–	87
2025 Q1	$213K	Buy	+869	New	+$222K	0.08%	77
2021 Q4	–	Sell	-1,564	Closed	-$256K	–	70
2021 Q3	$256K	Hold	1,564	–	–	0.13%	67
2021 Q2	$243K	Buy	1,564 +1,207	+338%	+$190K	0.11%	70
2021 Q1	$54K	Sell	357 -33	-8%	-$4.75K	0.03%	79
2020 Q4	$50K	Buy	390 +33	+9%	+$3.69K	0.03%	80
2020 Q3	$34K	Hold	357	–	–	0.02%	82
2020 Q2	$34K	Hold	357	–	–	0.02%	77
2020 Q1	$32K	Hold	357	–	–	0.02%	80
2019 Q4	$50K	Buy	+357	New	+$45.8K	0.03%	95

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

Seven Springs Wealth Group's JPM Position: Q2 2026 in Review

Seven Springs Wealth Group opened a new position in JPMorgan Chase (JPM) in Q2 2026: 714 shares worth $234K. The stake represents 0.05% of the portfolio and ranks #80 among its holdings. This is a return to the name: Seven Springs Wealth Group previously reported a position in JPM as recently as Q1 2025.

Seven Springs Wealth Group first reported a position in JPM in Q4 2019 and has held it in 10 quarters since. The position peaked at $256K in Q3 2021. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Seven Springs Wealth Group held 714 shares of JPMorgan Chase worth $234K as of Q2 2026.
JPMorgan Chase was a new Seven Springs Wealth Group position in Q2 2026.
JPMorgan Chase made up 0.05% of Seven Springs Wealth Group's portfolio in Q2 2026, its #80 holding.
Seven Springs Wealth Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 10 quarters since.
Seven Springs Wealth Group's JPMorgan Chase position peaked at $256K in Q3 2021.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.