Waypoint Wealth Counsel’s JPMorgan Chase JPM Stock Holding History

Waypoint Wealth Counsel’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	$560K	Sell	1,709 -777	-31%	-$241K	0.35%	50
2026 Q1	$731K	Sell	2,486 -2,571	-51%	-$780K	0.38%	43
2025 Q4	$1.63M	Sell	5,057 -348	-6%	-$108K	0.6%	29
2025 Q3	$1.7M	Sell	5,405 -764	-12%	-$227K	0.67%	28
2025 Q2	$1.79M	Buy	6,169 +541	+10%	+$138K	0.89%	23
2025 Q1	$1.38M	Sell	5,628 -1,703	-23%	-$434K	0.87%	27
2024 Q4	$1.76M	Buy	7,331 +180	+3%	+$41.9K	1.15%	21
2024 Q3	$1.51M	Buy	7,151 +350	+5%	+$73.7K	1.01%	24
2024 Q2	$1.38M	Buy	6,801 +16	+0.2%	+$3.13K	1.05%	25
2024 Q1	$1.36M	Buy	6,785 +90	+1%	+$16.2K	1.05%	24
2023 Q4	$1.14M	Sell	6,695 -36	-0.5%	-$5.46K	0.97%	27
2023 Q3	$976K	Hold	6,731	–	–	0.92%	26
2023 Q2	$979K	Sell	6,731 -84	-1%	-$11.6K	0.88%	28
2023 Q1	$888K	Sell	6,815 -49	-0.7%	-$6.71K	0.69%	34
2022 Q4	$920K	Buy	+6,864	New	+$870K	0.74%	33

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

Waypoint Wealth Counsel's JPM Position: Q2 2026 in Review

Waypoint Wealth Counsel reduced its JPMorgan Chase (JPM) stake by 31% in Q2 2026, selling an estimated $241K and leaving 1,709 shares worth $560K. The position accounts for 0.35% of the portfolio, ranked #50.

Waypoint Wealth Counsel first reported a position in JPM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.79M in Q2 2025. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Waypoint Wealth Counsel held 1,709 shares of JPMorgan Chase worth $560K as of Q2 2026.
Waypoint Wealth Counsel sold 777 JPMorgan Chase shares in Q2 2026, an estimated $241K.
JPMorgan Chase made up 0.35% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #50 holding.
Waypoint Wealth Counsel first reported a position in JPMorgan Chase in Q4 2022 and has held it in 15 quarters since.
Waypoint Wealth Counsel's JPMorgan Chase position peaked at $1.79M in Q2 2025.
5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.