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Sonoma Private Wealth’s JPMorgan Chase JPM Stock Holding History

Sonoma Private Wealth’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 		$1.16M Sell
3,533
-61
-2% -$18.9K 1.24% 21
2026
Q1 		$1.06M Buy
3,594
+539
+18% +$164K 1.3% 18
2025
Q4 		$984K Hold
3,055
– – 1.19% 22
2025
Q3 		$964K Buy
3,055
+338
+12% +$101K 1.15% 21
2025
Q2 		$788K Sell
2,717
-31
-1% -$7.91K 0.97% 27
2025
Q1 		$674K Buy
2,748
+1,010
+58% +$257K 0.93% 32
2024
Q4 		$417K Buy
1,738
+128
+8% +$29.8K 0.67% 51
2024
Q3 		$339K Buy
1,610
+70
+5% +$14.7K 0.53% 67
2024
Q2 		$311K Buy
1,540
+204
+15% +$39.9K 0.51% 66
2024
Q1 		$268K Sell
1,336
-264
-17% -$47.6K 0.43% 76
2023
Q4 		$272K Sell
1,600
-79
-5% -$12K 0.45% 66
2023
Q3 		$243K Hold
1,679
– – 0.44% 67
2023
Q2 		$244K Buy
+1,679
New +$231K 0.43% 70
2023
Q1 		– Sell
-1,497
Closed -$201K – 77
2022
Q4 		$201K Buy
+1,497
New +$190K 0.44% 65

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

Sonoma Private Wealth's JPM Position: Q2 2026 in Review

Sonoma Private Wealth reduced its JPMorgan Chase (JPM) stake by 1.7% in Q2 2026, selling an estimated $18.9K and leaving 3,533 shares worth $1.16M. The position accounts for 1.24% of the portfolio, ranked #21.

Sonoma Private Wealth first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Sonoma Private Wealth held 3,533 shares of JPMorgan Chase worth $1.16M as of Q2 2026.
  • Sonoma Private Wealth sold 61 JPMorgan Chase shares in Q2 2026, an estimated $18.9K.
  • JPMorgan Chase made up 1.24% of Sonoma Private Wealth's portfolio in Q2 2026, its #21 holding.
  • Sonoma Private Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • 5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.