Talon Private Wealth
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Talon Private Wealth’s JPMorgan Chase JPM Stock Holding History

Talon 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 		$2.95M Sell
9,004
-361
-4% -$112K 0.34% 66
2026
Q1 		$2.75M Buy
+9,365
New +$2.84M 0.37% 56
2025
Q2 		$3.09M Sell
10,647
-963
-8% -$246K 0.43% 32
2025
Q1 		$2.9M Buy
11,610
+11,014
+1,848% +$2.81M 0.39% 32
2024
Q4 		$143K Buy
596
+163
+38% +$38K 0.03% 131
2024
Q3 		$91.3K Buy
+433
New +$91.2K 0.02% 94

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 $3.38T AUM 44.17% 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

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

Talon Private Wealth reduced its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, selling an estimated $112K and leaving 9,004 shares worth $2.95M. The position accounts for 0.34% of the portfolio, ranked #66.

Talon Private Wealth first reported a position in JPM in Q3 2024 and has held it in 6 quarters since. The position peaked at $3.09M in Q2 2025. 5,173 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Talon Private Wealth held 9,004 shares of JPMorgan Chase worth $2.95M as of Q2 2026.
  • Talon Private Wealth sold 361 JPMorgan Chase shares in Q2 2026, an estimated $112K.
  • JPMorgan Chase made up 0.34% of Talon Private Wealth's portfolio in Q2 2026, its #66 holding.
  • Talon Private Wealth first reported a position in JPMorgan Chase in Q3 2024 and has held it in 6 quarters since.
  • Talon Private Wealth's JPMorgan Chase position peaked at $3.09M in Q2 2025.
  • 5,173 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.