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Turn8 Private Wealth’s JPMorgan Chase JPM Stock Holding History

Turn8 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 		$4.66M Sell
13,775
-1,764
-11% -$548K 3.11% 12
2026
Q1 		$4.57M Buy
15,539
+2,321
+18% +$704K 2.86% 15
2025
Q4 		$4.26M Sell
13,218
-51
-0.4% -$15.8K 3.05% 14
2025
Q3 		$4.19M Sell
13,269
-274
-2% -$81.5K 3% 12
2025
Q2 		$3.94M Sell
13,543
-1,075
-7% -$274K 2.84% 14
2025
Q1 		$3.59M Sell
14,618
-72
-0.5% -$18.4K 2.8% 8
2024
Q4 		$3.52M Buy
+14,690
New +$3.42M 2.51% 17

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

Turn8 Private Wealth's JPM Position: Q2 2026 in Review

Turn8 Private Wealth reduced its JPMorgan Chase (JPM) stake by 11% in Q2 2026, selling an estimated $548K and leaving 13,775 shares worth $4.66M. The position accounts for 3.11% of the portfolio, ranked #12.

Turn8 Private Wealth first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Turn8 Private Wealth held 13,775 shares of JPMorgan Chase worth $4.66M as of Q2 2026.
  • Turn8 Private Wealth sold 1,764 JPMorgan Chase shares in Q2 2026, an estimated $548K.
  • JPMorgan Chase made up 3.11% of Turn8 Private Wealth's portfolio in Q2 2026, its #12 holding.
  • Turn8 Private Wealth first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Turn8 Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.