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Vertrix Wealth Management’s JPMorgan Chase JPM Stock Holding History

Vertrix Wealth Management’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 		$6.9M Buy
21,084
+98
+0.5% +$30.4K 2.32% 8
2026
Q1 		$6.17M Buy
+20,986
New +$6.37M 2.27% 10

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

Vertrix Wealth Management's JPM Position: Q2 2026 in Review

Vertrix Wealth Management increased its JPMorgan Chase (JPM) stake by 0.47% in Q2 2026, buying an estimated $30.4K and bringing the position to 21,084 shares worth $6.9M. The position accounts for 2.32% of the portfolio, ranked #8.

Vertrix Wealth Management first reported a position in JPM in Q1 2026 and has held it in 2 quarters since. 5,103 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Vertrix Wealth Management held 21,084 shares of JPMorgan Chase worth $6.9M as of Q2 2026.
  • Vertrix Wealth Management bought 98 JPMorgan Chase shares in Q2 2026, an estimated $30.4K.
  • JPMorgan Chase made up 2.32% of Vertrix Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Vertrix Wealth Management first reported a position in JPMorgan Chase in Q1 2026 and has held it in 2 quarters since.
  • 5,103 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.