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Wealth Dimensions Group’s JPMorgan Chase JPM Stock Holding History

Wealth Dimensions Group’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 		$2.49M Sell
7,596
-17
-0.2% -$5.28K 0.45% 31
2026
Q1 		$2.24M Buy
7,613
+129
+2% +$39.1K 0.44% 34
2025
Q4 		$2.41M Sell
7,484
-124
-2% -$38.4K 0.48% 29
2025
Q3 		$2.4M Buy
7,608
+1,064
+16% +$316K 0.49% 30
2025
Q2 		$1.9M Sell
6,544
-88
-1% -$22.5K 0.42% 35
2025
Q1 		$1.63M Buy
6,632
+211
+3% +$53.8K 0.39% 39
2024
Q4 		$1.54M Buy
6,421
+1,024
+19% +$239K 0.38% 38
2024
Q3 		$1.14M Buy
5,397
+176
+3% +$37.1K 0.29% 43
2024
Q2 		$1.06M Sell
5,221
-287
-5% -$56.1K 0.3% 42
2024
Q1 		$1.1M Sell
5,508
-235
-4% -$42.4K 0.33% 38
2023
Q4 		$977K Sell
5,743
-384
-6% -$58.2K 0.31% 42
2023
Q3 		$889K Sell
6,127
-241
-4% -$36.1K 0.32% 44
2023
Q2 		$926K Buy
6,368
+678
+12% +$93.3K 0.34% 41
2023
Q1 		$741K Sell
5,690
-702
-11% -$96.2K 0.29% 48
2022
Q4 		$857K Buy
6,392
+213
+3% +$27K 0.35% 46
2022
Q3 		$646K Sell
6,179
-173
-3% -$19.9K 0.32% 45
2022
Q2 		$715K Buy
6,352
+59
+0.9% +$7.31K 0.34% 46
2022
Q1 		$858K Sell
6,293
-258
-4% -$38.1K 0.4% 46
2021
Q4 		$1.04M Buy
6,551
+704
+12% +$116K 0.51% 31
2021
Q3 		$957K Buy
5,847
+1,001
+21% +$157K 0.61% 28
2021
Q2 		$754K Sell
4,846
-267
-5% -$41.9K 0.51% 37
2021
Q1 		$778K Buy
5,113
+355
+7% +$51.1K 0.6% 31
2020
Q4 		$605K Buy
+4,758
New +$532K 0.52% 36

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 Dimensions Group's JPM Position: Q2 2026 in Review

Wealth Dimensions Group reduced its JPMorgan Chase (JPM) stake by 0.22% in Q2 2026, selling an estimated $5.28K and leaving 7,596 shares worth $2.49M. The position accounts for 0.45% of the portfolio, ranked #31.

Wealth Dimensions Group first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,129 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wealth Dimensions Group held 7,596 shares of JPMorgan Chase worth $2.49M as of Q2 2026.
  • Wealth Dimensions Group sold 17 JPMorgan Chase shares in Q2 2026, an estimated $5.28K.
  • JPMorgan Chase made up 0.45% of Wealth Dimensions Group's portfolio in Q2 2026, its #31 holding.
  • Wealth Dimensions Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,129 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.