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Warren Street Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Warren Street 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 		$1.02M Buy
3,114
+54
+2% +$16.8K 0.23% 43
2026
Q1 		$900K Buy
3,060
+23
+0.8% +$6.98K 0.23% 41
2025
Q4 		$979K Sell
3,037
-875
-22% -$271K 0.28% 36
2025
Q3 		$1.23M Sell
3,912
-5
-0.1% -$1.49K 0.37% 35
2025
Q2 		$1.14M Sell
3,917
-24
-0.6% -$6.13K 0.37% 37
2025
Q1 		$967K Buy
3,941
+84
+2% +$21.4K 0.38% 36
2024
Q4 		$925K Sell
3,857
-221
-5% -$51.5K 0.38% 34
2024
Q3 		$860K Sell
4,078
-19
-0.5% -$4K 0.36% 37
2024
Q2 		$829K Buy
4,097
+30
+0.7% +$5.87K 0.41% 34
2024
Q1 		$815K Buy
4,067
+565
+16% +$102K 0.4% 34
2023
Q4 		$596K Buy
3,502
+213
+6% +$32.3K 0.34% 40
2023
Q3 		$477K Buy
3,289
+117
+4% +$17.5K 0.32% 45
2023
Q2 		$461K Buy
3,172
+1,585
+100% +$218K 0.3% 45
2023
Q1 		$207K Buy
+1,587
New +$217K 0.15% 70

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Warren Street Wealth Advisors's JPM Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, buying an estimated $16.8K and bringing the position to 3,114 shares worth $1.02M. The position accounts for 0.23% of the portfolio, ranked #43.

Warren Street Wealth Advisors first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.23M in Q3 2025. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Warren Street Wealth Advisors held 3,114 shares of JPMorgan Chase worth $1.02M as of Q2 2026.
  • Warren Street Wealth Advisors bought 54 JPMorgan Chase shares in Q2 2026, an estimated $16.8K.
  • JPMorgan Chase made up 0.23% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Warren Street Wealth Advisors first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • Warren Street Wealth Advisors's JPMorgan Chase position peaked at $1.23M in Q3 2025.
  • 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.