TopTier Wealth Management’s JPMorgan Chase JPM Stock Holding History

TopTier Wealth Management’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	–	Sell	-247	Closed	-$72.7K	–	444
2026 Q1	$72.7K	Buy	+247	New	+$75K	0.04%	196

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

TopTier Wealth Management's JPM Position: Q2 2026 in Review

TopTier Wealth Management sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 247 shares — an estimated $72.7K sold.

TopTier Wealth Management first reported a position in JPM in Q1 2026 and held it in 1 quarter. The position peaked at $72.7K in Q1 2026. 5,102 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

TopTier Wealth Management reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 247 JPMorgan Chase shares in Q2 2026, an estimated $72.7K.
TopTier Wealth Management first reported a position in JPMorgan Chase in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's JPMorgan Chase position peaked at $72.7K in Q1 2026.
5,102 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.