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Shepherd Wealth Management’s JPMorgan Chase JPM Stock Holding History

Shepherd 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 		$1.31M Buy
3,643
+12
+0.3% +$3.73K 0.73% 15
2026
Q1 		$1.12M Sell
3,631
-1,735
-32% -$527K 0.84% 17
2025
Q4 		$1.68M Sell
5,366
-3,189
-37% -$987K 1.17% 19
2025
Q3 		$2.67M Sell
8,555
-5,131
-37% -$1.53M 1.77% 18
2025
Q2 		$3.96M Sell
13,686
-4,028
-23% -$1.03M 2.69% 12
2025
Q1 		$4.35M Buy
17,714
+7,100
+67% +$1.81M 4.47% 12
2024
Q4 		$2.54M Buy
+10,614
New +$2.47M 2.5% 11

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

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

Shepherd Wealth Management increased its JPMorgan Chase (JPM) stake by 0.33% in Q2 2026, buying an estimated $3.73K and bringing the position to 3,643 shares worth $1.31M. The position accounts for 0.73% of the portfolio, ranked #15.

Shepherd Wealth Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.35M in Q1 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Shepherd Wealth Management held 3,643 shares of JPMorgan Chase worth $1.31M as of Q2 2026.
  • Shepherd Wealth Management bought 12 JPMorgan Chase shares in Q2 2026, an estimated $3.73K.
  • JPMorgan Chase made up 0.73% of Shepherd Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Shepherd Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Shepherd Wealth Management's JPMorgan Chase position peaked at $4.35M in Q1 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.