WBI Investments’s JPMorgan Chase JPM Stock Holding History

WBI Investments’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	$633K	Hold	1,935	–	–	0.16%	173
2026 Q1	$569K	Sell	1,935 -8	-0.4%	-$2.43K	0.16%	172
2025 Q4	$626K	Sell	1,943 -652	-25%	-$202K	0.16%	174
2025 Q3	$819K	Buy	+2,595	New	+$772K	0.21%	134
2025 Q2	–	Sell	-1,358	Closed	-$333K	–	302
2025 Q1	$333K	Buy	+1,358	New	+$346K	0.09%	164
2021 Q2	–	Sell	-12,495	Closed	-$1.9M	–	215
2021 Q1	$1.9M	Buy	+12,495	New	+$1.8M	0.3%	70
2017 Q4	–	Sell	-3,311	Closed	-$316K	–	332
2017 Q3	$316K	Sell	3,311 -360	-10%	-$33.2K	0.01%	271
2017 Q2	$336K	Buy	+3,671	New	+$317K	0.01%	261
2014 Q4	–	Sell	-878,063	Closed	-$52.9M	–	210
2014 Q3	$52.9M	Buy	878,063 +24,108	+3%	+$1.41M	1.57%	23
2014 Q2	$49.2M	Buy	853,955 +8,500	+1%	+$478K	2.11%	8
2014 Q1	$51.3M	Buy	845,455 +19,506	+2%	+$1.13M	2.25%	8
2013 Q4	$48.3M	Buy	825,949 +25,872	+3%	+$1.42M	2.13%	10
2013 Q3	$41.4M	Buy	+800,077	New	+$42.9M	1.97%	12

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

WBI Investments's JPM Position: Q2 2026 in Review

WBI Investments held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,935 shares worth $633K. The position accounts for 0.16% of the portfolio, ranked #173.

WBI Investments first reported a position in JPM in Q3 2013 and has held it in 13 quarters since. The position peaked at $52.9M in Q3 2014. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

WBI Investments held 1,935 shares of JPMorgan Chase worth $633K as of Q2 2026.
WBI Investments left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.16% of WBI Investments's portfolio in Q2 2026, its #173 holding.
WBI Investments first reported a position in JPMorgan Chase in Q3 2013 and has held it in 13 quarters since.
WBI Investments's JPMorgan Chase position peaked at $52.9M in Q3 2014.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.