Spectrum Wealth Advisory Group’s JPMorgan Chase JPM Stock Holding History

Spectrum Wealth Advisory 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	$514K	Buy	+1,570	New	+$488K	0.15%	50
2026 Q1	–	Sell	-726	Closed	-$234K	–	60
2025 Q4	$234K	Sell	726 -61	-8%	-$18.9K	0.09%	54
2025 Q3	$248K	Sell	787 -4	-0.5%	-$1.19K	0.1%	57
2025 Q2	$229K	Buy	+791	New	+$202K	0.11%	56

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 $3.38T AUM 44.17% 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

Spectrum Wealth Advisory Group's JPM Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in JPMorgan Chase (JPM) in Q2 2026: 1,570 shares worth $514K. The stake represents 0.15% of the portfolio and ranks #50 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in JPM as recently as Q4 2025.

Spectrum Wealth Advisory Group first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Spectrum Wealth Advisory Group held 1,570 shares of JPMorgan Chase worth $514K as of Q2 2026.
JPMorgan Chase was a new Spectrum Wealth Advisory Group position in Q2 2026.
JPMorgan Chase made up 0.15% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #50 holding.
Spectrum Wealth Advisory Group first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.