Twin City Private Wealth’s JPMorgan Chase JPM Stock Holding History

Twin City 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	$4.34M	Buy	13,274 +129	+1%	+$40.1K	3.05%	2
2026 Q1	$3.87M	Sell	13,145 -811	-6%	-$246K	2.93%	2
2025 Q4	$4.5M	Buy	13,956 +501	+4%	+$155K	3.4%	1
2025 Q3	$4.24M	Buy	13,455 +1,059	+9%	+$315K	3.31%	1
2025 Q2	$3.59M	Sell	12,396 -6,136	-33%	-$1.57M	2.94%	2
2025 Q1	$4.55M	Sell	18,532 -237	-1%	-$60.4K	4%	1
2024 Q4	$4.5M	Sell	18,769 -119	-0.6%	-$27.7K	3.98%	1
2024 Q3	$3.98M	Sell	18,888 -71	-0.4%	-$15K	3.45%	1
2024 Q2	$3.83M	Buy	18,959 +57	+0.3%	+$11.1K	3.62%	1
2024 Q1	$3.79M	Buy	+18,902	New	+$3.41M	3.73%	1

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

Twin City Private Wealth's JPM Position: Q2 2026 in Review

Twin City Private Wealth increased its JPMorgan Chase (JPM) stake by 0.98% in Q2 2026, buying an estimated $40.1K and bringing the position to 13,274 shares worth $4.34M. The position accounts for 3.05% of the portfolio, ranked #2.

Twin City Private Wealth first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.55M in Q1 2025. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Twin City Private Wealth held 13,274 shares of JPMorgan Chase worth $4.34M as of Q2 2026.
Twin City Private Wealth bought 129 JPMorgan Chase shares in Q2 2026, an estimated $40.1K.
JPMorgan Chase made up 3.05% of Twin City Private Wealth's portfolio in Q2 2026, its #2 holding.
Twin City Private Wealth first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
Twin City Private Wealth's JPMorgan Chase position peaked at $4.55M in Q1 2025.
5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.