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Wayfinding Financial’s JPMorgan Chase JPM Stock Holding History

Wayfinding Financial’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 		$1.41M Buy
4,295
+66
+2% +$20.5K 0.53% 39
2026
Q1 		$1.24M Sell
4,229
-2
-0% -$607 0.54% 40
2025
Q4 		$1.36M Sell
4,231
-264
-6% -$81.7K 0.58% 35
2025
Q3 		$1.42M Sell
4,495
-3
-0.1% -$892 0.61% 33
2025
Q2 		$1.32M Sell
4,498
-324
-7% -$82.7K 0.59% 35
2025
Q1 		$1.18M Sell
4,822
-158
-3% -$40.3K 0.52% 37
2024
Q4 		$1.19M Buy
+4,980
New +$1.16M 0.64% 31
2024
Q3 		– Sell
-4,922
Closed -$995K – 79
2024
Q2 		$995K Buy
4,922
+76
+2% +$14.9K 0.56% 39
2024
Q1 		$948K Sell
4,846
-637
-12% -$115K 0.55% 41
2023
Q4 		$932K Buy
5,483
+259
+5% +$39.3K 0.63% 33
2023
Q3 		$751K Buy
5,224
+20
+0.4% +$3K 0.57% 35
2023
Q2 		$816K Buy
5,204
+353
+7% +$48.6K 0.57% 35
2023
Q1 		$632K Buy
4,851
+1,325
+38% +$182K 0.48% 38
2022
Q4 		$512K Sell
3,526
-871
-20% -$110K 0.41% 44
2022
Q3 		$459K Buy
4,397
+401
+10% +$46K 0.43% 38
2022
Q2 		$450K Buy
3,996
+145
+4% +$18K 0.4% 44
2022
Q1 		$476K Buy
3,851
+325
+9% +$48K 0.4% 44
2021
Q4 		$512K Buy
+3,526
New +$579K 0.41% 44

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

Wayfinding Financial's JPM Position: Q2 2026 in Review

Wayfinding Financial increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $20.5K and bringing the position to 4,295 shares worth $1.41M. The position accounts for 0.53% of the portfolio, ranked #39.

Wayfinding Financial first reported a position in JPM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.42M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wayfinding Financial held 4,295 shares of JPMorgan Chase worth $1.41M as of Q2 2026.
  • Wayfinding Financial bought 66 JPMorgan Chase shares in Q2 2026, an estimated $20.5K.
  • JPMorgan Chase made up 0.53% of Wayfinding Financial's portfolio in Q2 2026, its #39 holding.
  • Wayfinding Financial first reported a position in JPMorgan Chase in Q4 2021 and has held it in 18 quarters since.
  • Wayfinding Financial's JPMorgan Chase position peaked at $1.42M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.