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TOP Private Wealth’s JPMorgan Chase JPM Stock Holding History

TOP 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 		$219K Buy
+669
New +$208K 0.21% 38

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

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

TOP Private Wealth opened a new position in JPMorgan Chase (JPM) in Q2 2026: 669 shares worth $219K. The stake represents 0.21% of the portfolio and ranks #38 among its holdings.

5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • TOP Private Wealth held 669 shares of JPMorgan Chase worth $219K as of Q2 2026.
  • JPMorgan Chase was a new TOP Private Wealth position in Q2 2026.
  • JPMorgan Chase made up 0.21% of TOP Private Wealth's portfolio in Q2 2026, its #38 holding.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TOP Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.