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SteelPeak Wealth’s JPMorgan Chase JPM Stock Holding History

SteelPeak 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 		$14.4M Sell
43,921
-26,665
-38% -$8.28M 0.37% 54
2026
Q1 		$20.8M Buy
70,586
+20,412
+41% +$6.19M 0.63% 35
2025
Q4 		$16.2M Sell
50,174
-27,168
-35% -$8.41M 0.53% 46
2025
Q3 		$24.4M Buy
77,342
+11,682
+18% +$3.47M 0.81% 31
2025
Q2 		$19M Sell
65,660
-1,968
-3% -$502K 0.74% 32
2025
Q1 		$16.6M Buy
67,628
+13,832
+26% +$3.53M 0.69% 33
2024
Q4 		$12.9M Sell
53,796
-14,468
-21% -$3.37M 0.52% 39
2024
Q3 		$14.4M Sell
68,264
-714
-1% -$150K 0.63% 36
2024
Q2 		$14M Sell
68,978
-8,336
-11% -$1.63M 0.65% 38
2024
Q1 		$15.5M Buy
77,314
+3,557
+5% +$642K 0.78% 31
2023
Q4 		$12.5M Sell
73,757
-44,177
-37% -$6.69M 0.73% 29
2023
Q3 		$17.1M Sell
117,934
-35,788
-23% -$5.36M 1.07% 22
2023
Q2 		$22.4M Buy
153,722
+12,977
+9% +$1.78M 1.33% 17
2023
Q1 		$18.3M Buy
140,745
+2,786
+2% +$382K 1.24% 17
2022
Q4 		$18.5M Buy
137,959
+9,649
+8% +$1.22M 1.36% 16
2022
Q3 		$13.4M Buy
128,310
+2,838
+2% +$326K 1% 22
2022
Q2 		$14.1M Buy
125,472
+82,342
+191% +$10.2M 1.02% 22
2022
Q1 		$5.88M Sell
43,130
-26,902
-38% -$3.97M 0.33% 71
2021
Q4 		$11.1M Sell
70,032
-15,517
-18% -$2.55M 0.63% 36
2021
Q3 		$14M Buy
85,549
+7,501
+10% +$1.18M 0.93% 25
2021
Q2 		$12.1M Sell
78,048
-8,592
-10% -$1.35M 0.85% 29
2021
Q1 		$13.2M Buy
86,640
+4,935
+6% +$710K 1.04% 24
2020
Q4 		$10.4M Buy
81,705
+3,416
+4% +$382K 0.94% 24
2020
Q3 		$7.54M Buy
78,289
+4,287
+6% +$421K 0.81% 30
2020
Q2 		$6.96M Sell
74,002
-8,566
-10% -$813K 0.88% 24
2020
Q1 		$7.43M Buy
82,568
+14,495
+21% +$1.76M 1.17% 18
2019
Q4 		$9.49M Buy
+68,073
New +$8.73M 1.31% 15

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

SteelPeak Wealth's JPM Position: Q2 2026 in Review

SteelPeak Wealth reduced its JPMorgan Chase (JPM) stake by 38% in Q2 2026, selling an estimated $8.28M and leaving 43,921 shares worth $14.4M. The position accounts for 0.37% of the portfolio, ranked #54.

SteelPeak Wealth first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $24.4M in Q3 2025. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • SteelPeak Wealth held 43,921 shares of JPMorgan Chase worth $14.4M as of Q2 2026.
  • SteelPeak Wealth sold 26,665 JPMorgan Chase shares in Q2 2026, an estimated $8.28M.
  • JPMorgan Chase made up 0.37% of SteelPeak Wealth's portfolio in Q2 2026, its #54 holding.
  • SteelPeak Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • SteelPeak Wealth's JPMorgan Chase position peaked at $24.4M in Q3 2025.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.