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Wealth Advisory Solutions’s JPMorgan Chase JPM Stock Holding History

Wealth Advisory Solutions’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 		$11.1M Sell
34,035
-330
-1% -$102K 2.29% 10
2026
Q1 		$10.1M Sell
34,365
-1,182
-3% -$359K 2.25% 11
2025
Q4 		$11.5M Sell
35,547
-219
-0.6% -$67.8K 2.67% 9
2025
Q3 		$11.3M Sell
35,766
-788
-2% -$234K 2.73% 9
2025
Q2 		$10.6M Sell
36,554
-318
-0.9% -$81.2K 2.68% 9
2025
Q1 		$9.04M Sell
36,872
-4,977
-12% -$1.27M 2.39% 9
2024
Q4 		$10M Buy
41,849
+581
+1% +$135K 2.81% 8
2024
Q3 		$8.7M Sell
41,268
-5,062
-11% -$1.07M 2.4% 10
2024
Q2 		$9.37M Sell
46,330
-543
-1% -$106K 2.54% 9
2024
Q1 		$9.39M Sell
46,873
-3,056
-6% -$551K 2.43% 10
2023
Q4 		$8.49M Sell
49,929
-50,440
-50% -$7.64M 2.97% 11
2023
Q3 		$15.8M Buy
100,369
+46,931
+88% +$7.04M 3.1% 7
2023
Q2 		$7.77M Sell
53,438
-382
-0.7% -$52.5K 2.07% 16
2023
Q1 		$7.01M Sell
53,820
-1,703
-3% -$233K 1.86% 15
2022
Q4 		$7.45M Buy
55,523
+508
+0.9% +$64.4K 2% 13
2022
Q3 		$5.75M Sell
55,015
-449
-0.8% -$51.5K 1.59% 16
2022
Q2 		$6.25M Buy
55,464
+1,497
+3% +$185K 1.54% 15
2022
Q1 		$7.36M Buy
+53,967
New +$7.97M 1.53% 17
2021
Q3 		$8.85M Buy
54,041
+9
+0% +$1.41K 1.97% 9
2021
Q2 		$8.4M Sell
54,032
-34,092
-39% -$5.35M 1.99% 8
2021
Q1 		$13M Buy
88,124
+13,943
+19% +$2.01M 2.7% 7
2020
Q4 		$9.43M Buy
74,181
+4,462
+6% +$499K 2.56% 5
2020
Q3 		$6.71M Buy
69,719
+14,548
+26% +$1.43M 1.78% 14
2020
Q2 		$5.19M Sell
55,171
-2,279
-4% -$216K 1.45% 19
2020
Q1 		$5.17M Buy
57,450
+620
+1% +$75.3K 1.76% 12
2019
Q4 		$7.92M Buy
+56,830
New +$7.29M 2.09% 8

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

Wealth Advisory Solutions's JPM Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its JPMorgan Chase (JPM) stake by 0.96% in Q2 2026, selling an estimated $102K and leaving 34,035 shares worth $11.1M. The position accounts for 2.29% of the portfolio, ranked #10.

Wealth Advisory Solutions first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $15.8M in Q3 2023. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wealth Advisory Solutions held 34,035 shares of JPMorgan Chase worth $11.1M as of Q2 2026.
  • Wealth Advisory Solutions sold 330 JPMorgan Chase shares in Q2 2026, an estimated $102K.
  • JPMorgan Chase made up 2.29% of Wealth Advisory Solutions's portfolio in Q2 2026, its #10 holding.
  • Wealth Advisory Solutions first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Wealth Advisory Solutions's JPMorgan Chase position peaked at $15.8M in Q3 2023.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.