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Valued Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Valued Wealth 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 		$258K Buy
787
+83
+12% +$25.8K 0.09% 46
2026
Q1 		$207K Sell
704
-87
-11% -$26.4K 0.08% 46
2025
Q4 		$255K Buy
791
+92
+13% +$28.5K 0.11% 39
2025
Q3 		$220K Buy
699
+21
+3% +$6.25K 0.1% 40
2025
Q2 		$197K Sell
678
-75
-10% -$19.1K 0.1% 38
2025
Q1 		$185K Hold
753
– – 0.11% 38
2024
Q4 		$180K Sell
753
-120
-14% -$27.9K 0.11% 40
2024
Q3 		$184K Sell
873
-7
-0.8% -$1.47K 0.12% 35
2024
Q2 		$178K Buy
880
+117
+15% +$22.9K 0.12% 36
2024
Q1 		$153K Buy
763
+274
+56% +$49.4K 0.11% 36
2023
Q4 		$71K Buy
+489
New +$74.1K 0.07% 39

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

Valued Wealth Advisors's JPM Position: Q2 2026 in Review

Valued Wealth Advisors increased its JPMorgan Chase (JPM) stake by 12% in Q2 2026, buying an estimated $25.8K and bringing the position to 787 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #46.

Valued Wealth Advisors first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Valued Wealth Advisors held 787 shares of JPMorgan Chase worth $258K as of Q2 2026.
  • Valued Wealth Advisors bought 83 JPMorgan Chase shares in Q2 2026, an estimated $25.8K.
  • JPMorgan Chase made up 0.09% of Valued Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Valued Wealth Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.