WCG Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

WCG 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	$27.8M	Buy	84,933 +999	+1%	+$310K	0.66%	39
2026 Q1	$24.7M	Buy	83,934 +9,143	+12%	+$2.77M	0.69%	38
2025 Q4	$24.1M	Buy	74,791 +44,033	+143%	+$13.6M	0.68%	39
2025 Q3	$9.7M	Sell	30,758 -843	-3%	-$251K	0.61%	47
2025 Q2	$9.16M	Sell	31,601 -269	-0.8%	-$68.6K	0.59%	45
2025 Q1	$7.82M	Sell	31,870 -2,160	-6%	-$551K	0.59%	50
2024 Q4	$8.16M	Buy	34,030 +267	+0.8%	+$62.2K	0.54%	55
2024 Q3	$7.12M	Buy	33,763 +218	+0.6%	+$45.9K	0.48%	68
2024 Q2	$6.79M	Buy	33,545 +517	+2%	+$101K	0.5%	62
2024 Q1	$6.62M	Sell	33,028 -8,885	-21%	-$1.6M	0.55%	55
2023 Q4	$7.13M	Sell	41,913 -3,753	-8%	-$569K	0.52%	52
2023 Q3	$6.77M	Buy	45,666 +22,523	+97%	+$3.38M	0.5%	57
2023 Q2	$3.35M	Sell	23,143 -95	-0.4%	-$13.1K	0.39%	59
2023 Q1	$3.03M	Buy	23,238 +1,622	+8%	+$222K	0.39%	59
2022 Q4	$2.9M	Buy	21,616 +4,267	+25%	+$541K	0.4%	56
2022 Q3	$2.17M	Sell	17,349 -2,002	-10%	-$230K	0.29%	71
2022 Q2	$2.18M	Buy	+19,351	New	+$2.4M	0.3%	69

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

WCG Wealth Advisors's JPM Position: Q2 2026 in Review

WCG Wealth Advisors increased its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, buying an estimated $310K and bringing the position to 84,933 shares worth $27.8M. The position accounts for 0.66% of the portfolio, ranked #39.

WCG Wealth Advisors first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

WCG Wealth Advisors held 84,933 shares of JPMorgan Chase worth $27.8M as of Q2 2026.
WCG Wealth Advisors bought 999 JPMorgan Chase shares in Q2 2026, an estimated $310K.
JPMorgan Chase made up 0.66% of WCG Wealth Advisors's portfolio in Q2 2026, its #39 holding.
WCG Wealth Advisors first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.