USWIA
JPM icon

UP Strategic Wealth Investment Advisors’s JPMorgan Chase JPM Stock Holding History

UP Strategic Wealth Investment Advisors’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 		$2.33M Hold
6,494
– – 1.39% 12
2026
Q1 		$1.99M Buy
6,494
+1,035
+19% +$314K 1.25% 14
2025
Q4 		$1.76M Hold
5,459
– – 1.28% 13
2025
Q3 		$1.67M Sell
5,459
-175
-3% -$52K 1.25% 13
2025
Q2 		$1.63M Buy
5,634
+726
+15% +$185K 1.27% 13
2025
Q1 		$1.2M Sell
4,908
-95
-2% -$24.2K 1.07% 16
2024
Q4 		$1.2M Buy
5,003
+859
+21% +$200K 1.2% 13
2024
Q3 		$874K Buy
4,144
+599
+17% +$126K 0.98% 21
2024
Q2 		$717K Buy
3,545
+175
+5% +$34.2K 1.09% 21
2024
Q1 		$675K Hold
3,370
– – 1.1% 21
2023
Q4 		$573K Buy
+3,370
New +$511K 1.05% 21

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 $3.38T AUM 44.17% 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

UP Strategic Wealth Investment Advisors's JPM Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors held its JPMorgan Chase (JPM) position steady in Q2 2026 at 6,494 shares worth $2.33M. The position accounts for 1.39% of the portfolio, ranked #12.

UP Strategic Wealth Investment Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 6,494 shares of JPMorgan Chase worth $2.33M as of Q2 2026.
  • UP Strategic Wealth Investment Advisors left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 1.39% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.