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Trajan Wealth’s JPMorgan Chase JPM Stock Holding History

Trajan 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 		$25.2M Buy
76,924
+8,801
+13% +$2.73M 0.95% 27
2026
Q1 		$20M Buy
68,123
+5,634
+9% +$1.71M 0.81% 32
2025
Q4 		$20.1M Buy
62,489
+3,381
+6% +$1.05M 0.84% 29
2025
Q3 		$18.6M Buy
59,108
+7,915
+15% +$2.35M 0.8% 37
2025
Q2 		$14.8M Sell
51,193
-1,335
-3% -$341K 0.73% 42
2025
Q1 		$12.9M Buy
52,528
+3,209
+7% +$818K 0.7% 41
2024
Q4 		$11.8M Sell
49,319
-120
-0.2% -$27.9K 0.65% 41
2024
Q3 		$10.4M Buy
49,439
+2,402
+5% +$506K 0.61% 47
2024
Q2 		$9.51M Buy
47,037
+2,005
+4% +$392K 0.61% 44
2024
Q1 		$9.02M Buy
+45,032
New +$8.13M 0.61% 44

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

Trajan Wealth's JPM Position: Q2 2026 in Review

Trajan Wealth increased its JPMorgan Chase (JPM) stake by 13% in Q2 2026, buying an estimated $2.73M and bringing the position to 76,924 shares worth $25.2M. The position accounts for 0.95% of the portfolio, ranked #27.

Trajan Wealth first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,110 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Trajan Wealth held 76,924 shares of JPMorgan Chase worth $25.2M as of Q2 2026.
  • Trajan Wealth bought 8,801 JPMorgan Chase shares in Q2 2026, an estimated $2.73M.
  • JPMorgan Chase made up 0.95% of Trajan Wealth's portfolio in Q2 2026, its #27 holding.
  • Trajan Wealth first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 5,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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