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Wealth Effects’s JPMorgan Chase JPM Stock Holding History

Wealth Effects’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 		$9.88M Buy
30,178
+478
+2% +$148K 2.67% 8
2026
Q1 		$8.74M Buy
29,700
+128
+0.4% +$38.8K 3.1% 6
2025
Q4 		$9.53M Sell
29,572
-117
-0.4% -$36.2K 2.98% 5
2025
Q3 		$9.36M Buy
29,689
+47
+0.2% +$14K 3.01% 5
2025
Q2 		$8.59M Buy
29,642
+361
+1% +$92.1K 3.22% 6
2025
Q1 		$7.18M Sell
29,281
-1,270
-4% -$324K 3.02% 6
2024
Q4 		$7.32M Sell
30,551
-199
-0.6% -$46.4K 2.6% 7
2024
Q3 		$6.48M Sell
30,750
-38
-0.1% -$8K 2.27% 8
2024
Q2 		$6.23M Buy
30,788
+311
+1% +$60.8K 2.26% 8
2024
Q1 		$6.1M Sell
30,477
-1,873
-6% -$338K 2.25% 7
2023
Q4 		$5.5M Buy
32,350
+2,478
+8% +$376K 2.07% 8
2023
Q3 		$4.33M Sell
29,872
-297
-1% -$44.5K 2.14% 8
2023
Q2 		$4.39M Sell
30,169
-599
-2% -$82.4K 1.93% 8
2023
Q1 		$4.01M Sell
30,768
-1,141
-4% -$156K 2.05% 7
2022
Q4 		$4.28M Sell
31,909
-413
-1% -$52.3K 2.44% 7
2022
Q3 		$3.38M Buy
32,322
+179
+0.6% +$20.5K 2.07% 8
2022
Q2 		$3.62M Buy
32,143
+396
+1% +$49.1K 2.18% 10
2022
Q1 		$4.33M Buy
31,747
+967
+3% +$143K 2.02% 10
2021
Q4 		$4.87M Buy
+30,780
New +$5.05M 2.02% 10

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 $3.38T AUM 44.17% 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 Effects's JPM Position: Q2 2026 in Review

Wealth Effects increased its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, buying an estimated $148K and bringing the position to 30,178 shares worth $9.88M. The position accounts for 2.67% of the portfolio, ranked #8.

Wealth Effects first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wealth Effects held 30,178 shares of JPMorgan Chase worth $9.88M as of Q2 2026.
  • Wealth Effects bought 478 JPMorgan Chase shares in Q2 2026, an estimated $148K.
  • JPMorgan Chase made up 2.67% of Wealth Effects's portfolio in Q2 2026, its #8 holding.
  • Wealth Effects first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.