ticino wealth’s JPMorgan Chase JPM Stock Holding History

ticino 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	$4.32M	Buy	13,207 +8,146	+161%	+$2.53M	1.36%	23
2026 Q1	$1.49M	Sell	5,061 -444	-8%	-$135K	0.52%	55
2025 Q4	$1.77M	Buy	+5,505	New	+$1.7M	0.66%	51

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

ticino wealth's JPM Position: Q2 2026 in Review

ticino wealth increased its JPMorgan Chase (JPM) stake by 161% in Q2 2026, buying an estimated $2.53M and bringing the position to 13,207 shares worth $4.32M. The position accounts for 1.36% of the portfolio, ranked #23.

ticino wealth first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

ticino wealth held 13,207 shares of JPMorgan Chase worth $4.32M as of Q2 2026.
ticino wealth bought 8,146 JPMorgan Chase shares in Q2 2026, an estimated $2.53M.
JPMorgan Chase made up 1.36% of ticino wealth's portfolio in Q2 2026, its #23 holding.
ticino wealth first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on ticino wealth's 13F filing for Q2 2026, filed 20 Jul 2026.