Watershed Private Wealth’s JPMorgan Chase JPM Stock Holding History

Watershed Private Wealth’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	$754K	Sell	2,302 -1,126	-33%	-$350K	0.21%	62
2026 Q1	$1.01M	Sell	3,428 -388	-10%	-$118K	0.31%	52
2025 Q4	$1.23M	Buy	3,816 +75	+2%	+$23.2K	0.37%	48
2025 Q3	$1.18M	Hold	3,741	–	–	0.37%	50
2025 Q2	$1.08M	Sell	3,741 -90	-2%	-$23K	0.39%	45
2025 Q1	$940K	Hold	3,831	–	–	0.38%	46
2024 Q4	$918K	Sell	3,831 -326	-8%	-$75.9K	0.36%	49
2024 Q3	$877K	Sell	4,157 -100	-2%	-$21.1K	0.35%	52
2024 Q2	$861K	Buy	4,257 +9	+0.2%	+$1.76K	0.37%	52
2024 Q1	$851K	Sell	4,248 -124	-3%	-$22.4K	0.38%	54
2023 Q4	$744K	Buy	4,372 +1,054	+32%	+$160K	0.41%	55
2023 Q3	$481K	Hold	3,318	–	–	0.3%	60
2023 Q2	$483K	Buy	3,318 +194	+6%	+$26.7K	0.29%	58
2023 Q1	$407K	Buy	3,124 +2	+0.1%	+$274	0.28%	60
2022 Q4	$419K	Buy	+3,122	New	+$396K	0.32%	57

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Watershed Private Wealth's JPM Position: Q2 2026 in Review

Watershed Private Wealth reduced its JPMorgan Chase (JPM) stake by 33% in Q2 2026, selling an estimated $350K and leaving 2,302 shares worth $754K. The position accounts for 0.21% of the portfolio, ranked #62.

Watershed Private Wealth first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.23M in Q4 2025. 5,101 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Watershed Private Wealth held 2,302 shares of JPMorgan Chase worth $754K as of Q2 2026.
Watershed Private Wealth sold 1,126 JPMorgan Chase shares in Q2 2026, an estimated $350K.
JPMorgan Chase made up 0.21% of Watershed Private Wealth's portfolio in Q2 2026, its #62 holding.
Watershed Private Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's JPMorgan Chase position peaked at $1.23M in Q4 2025.
5,101 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.