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Wagner Wealth Management (South Carolina)’s JPMorgan Chase JPM Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$1.68M Buy
5,143
+8
+0.2% +$2.48K 0.31% 47
2026
Q1 		$1.51M Buy
5,135
+20
+0.4% +$6.07K 0.31% 44
2025
Q4 		$1.65M Buy
5,115
+400
+8% +$124K 0.35% 42
2025
Q3 		$1.49M Sell
4,715
-11
-0.2% -$3.27K 0.35% 42
2025
Q2 		$1.37M Buy
4,726
+55
+1% +$14K 0.31% 42
2025
Q1 		$1.15M Buy
4,671
+32
+0.7% +$8.16K 0.29% 42
2024
Q4 		$1.11M Buy
4,639
+529
+13% +$123K 0.29% 46
2024
Q3 		$867K Sell
4,110
-307
-7% -$64.7K 0.23% 51
2024
Q2 		$893K Sell
4,417
-51
-1% -$9.97K 0.27% 51
2024
Q1 		$895K Sell
4,468
-616
-12% -$111K 0.27% 51
2023
Q4 		$865K Sell
5,084
-1,777
-26% -$269K 0.29% 57
2023
Q3 		$995K Buy
6,861
+19
+0.3% +$2.85K 0.37% 50
2023
Q2 		$995K Buy
6,842
+303
+5% +$41.7K 0.38% 50
2023
Q1 		$852K Buy
6,539
+20
+0.3% +$2.74K 0.39% 53
2022
Q4 		$874K Buy
6,519
+22
+0.3% +$2.79K 0.54% 49
2022
Q3 		$679K Buy
6,497
+891
+16% +$102K 0.5% 45
2022
Q2 		$631K Buy
5,606
+154
+3% +$19.1K 0.5% 46
2022
Q1 		$743K Sell
5,452
-1,239
-19% -$183K 0.52% 54
2021
Q4 		$1.06M Buy
6,691
+403
+6% +$66.2K 0.81% 30
2021
Q3 		$1.07M Sell
6,288
-155
-2% -$24.3K 0.85% 29
2021
Q2 		$1M Buy
6,443
+457
+8% +$71.8K 0.72% 37
2021
Q1 		$911K Buy
5,986
+132
+2% +$19K 0.72% 37
2020
Q4 		$744K Buy
+5,854
New +$654K 0.71% 44
2018
Q3 		$600K Buy
5,318
+813
+18% +$92.3K 0.4% 67
2018
Q2 		$469K Buy
4,505
+405
+10% +$44.4K 0.34% 68
2018
Q1 		$451K Buy
4,100
+1
+0% +$113 0.34% 66
2017
Q4 		$454K Buy
+4,099
New +$415K 0.34% 69

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

Wagner Wealth Management (South Carolina)'s JPM Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its JPMorgan Chase (JPM) stake by 0.16% in Q2 2026, buying an estimated $2.48K and bringing the position to 5,143 shares worth $1.68M. The position accounts for 0.31% of the portfolio, ranked #47.

Wagner Wealth Management (South Carolina) first reported a position in JPM in Q4 2017 and has held it in 27 quarters since. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 5,143 shares of JPMorgan Chase worth $1.68M as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 8 JPMorgan Chase shares in Q2 2026, an estimated $2.48K.
  • JPMorgan Chase made up 0.31% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #47 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in JPMorgan Chase in Q4 2017 and has held it in 27 quarters since.
  • 5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.