Talisman Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Talisman Wealth Advisors’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	$2.24M	Buy	6,836 +251	+4%	+$77.9K	1.66%	14
2026 Q1	$1.94M	Sell	6,585 -415	-6%	-$126K	1.56%	17
2025 Q4	$2.26M	Sell	7,000 -54	-0.8%	-$16.7K	1.76%	12
2025 Q3	$2.23M	Sell	7,054 -2	-0%	-$595	1.84%	15
2025 Q2	$2.05M	Buy	7,056 +6	+0.1%	+$1.53K	1.87%	14
2025 Q1	$1.73M	Sell	7,050 -138	-2%	-$35.2K	1.78%	16
2024 Q4	$1.72M	Sell	7,188 -83	-1%	-$19.3K	1.83%	14
2024 Q3	$1.53M	Sell	7,271 -53	-0.7%	-$11.2K	1.61%	18
2024 Q2	$1.48M	Buy	7,324 +310	+4%	+$60.6K	1.71%	18
2024 Q1	$1.4M	Sell	7,014 -47	-0.7%	-$8.48K	1.77%	18
2023 Q4	$1.2M	Sell	7,061 -578	-8%	-$87.6K	1.78%	17
2023 Q3	$1.11M	Sell	7,639 -47	-0.6%	-$7.04K	1.92%	16
2023 Q2	$1.12M	Buy	7,686 +6	+0.1%	+$825	1.91%	15
2023 Q1	$1M	Buy	7,680 +1,424	+23%	+$195K	1.81%	16
2022 Q4	$839K	Buy	+6,256	New	+$793K	1.78%	17

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

Talisman Wealth Advisors's JPM Position: Q2 2026 in Review

Talisman Wealth Advisors increased its JPMorgan Chase (JPM) stake by 3.8% in Q2 2026, buying an estimated $77.9K and bringing the position to 6,836 shares worth $2.24M. The position accounts for 1.66% of the portfolio, ranked #14.

Talisman Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.26M in Q4 2025. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Talisman Wealth Advisors held 6,836 shares of JPMorgan Chase worth $2.24M as of Q2 2026.
Talisman Wealth Advisors bought 251 JPMorgan Chase shares in Q2 2026, an estimated $77.9K.
JPMorgan Chase made up 1.66% of Talisman Wealth Advisors's portfolio in Q2 2026, its #14 holding.
Talisman Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
Talisman Wealth Advisors's JPMorgan Chase position peaked at $2.26M in Q4 2025.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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