Shakespeare Wealth Management’s JPMorgan Chase JPM Stock Holding History

Shakespeare 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	$1.91M	Sell	5,821 -51	-0.9%	-$15.8K	0.5%	19
2026 Q1	$1.73M	Buy	5,872 +74	+1%	+$22.5K	0.41%	27
2025 Q4	$1.87M	Hold	5,798	–	–	0.41%	25
2025 Q3	$1.83M	Buy	5,798 +23	+0.4%	+$6.84K	0.42%	25
2025 Q2	$1.67M	Sell	5,775 -54	-0.9%	-$13.8K	0.45%	24
2025 Q1	$1.43M	Sell	5,829 -378	-6%	-$96.4K	0.38%	30
2024 Q4	$1.49M	Buy	6,207 +75	+1%	+$17.5K	0.4%	32
2024 Q3	$1.29M	Sell	6,132 -89	-1%	-$18.7K	0.34%	34
2024 Q2	$1.26M	Buy	6,221 +11	+0.2%	+$2.15K	0.36%	32
2024 Q1	$1.24M	Hold	6,210	–	–	0.36%	32
2023 Q4	$1.06M	Hold	6,210	–	–	0.33%	33
2023 Q3	$901K	Hold	6,210	–	–	0.32%	34
2023 Q2	$903K	Buy	6,210 +115	+2%	+$15.8K	0.31%	35
2023 Q1	$794K	Hold	6,095	–	–	0.28%	35
2022 Q4	$817K	Sell	6,095 -1,601	-21%	-$203K	0.3%	38
2022 Q3	$804K	Buy	+7,696	New	+$883K	0.34%	36

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

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

Shakespeare Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.87% in Q2 2026, selling an estimated $15.8K and leaving 5,821 shares worth $1.91M. The position accounts for 0.5% of the portfolio, ranked #19.

Shakespeare Wealth Management first reported a position in JPM in Q3 2022 and has held it in 16 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Shakespeare Wealth Management held 5,821 shares of JPMorgan Chase worth $1.91M as of Q2 2026.
Shakespeare Wealth Management sold 51 JPMorgan Chase shares in Q2 2026, an estimated $15.8K.
JPMorgan Chase made up 0.5% of Shakespeare Wealth Management's portfolio in Q2 2026, its #19 holding.
Shakespeare Wealth Management first reported a position in JPMorgan Chase in Q3 2022 and has held it in 16 quarters since.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.