Wealth Intelligence’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
Wealth Intelligence's JPM Position: Q2 2026 in Review
Wealth Intelligence increased its JPMorgan Chase (JPM) stake by 0.71% in Q2 2026, buying an estimated $30.7K and bringing the position to 14,123 shares worth $4.62M. The position accounts for 2.15% of the portfolio, ranked #9.
Wealth Intelligence first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. 5,124 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Wealth Intelligence held 14,123 shares of JPMorgan Chase worth $4.62M as of Q2 2026.
- Wealth Intelligence bought 99 JPMorgan Chase shares in Q2 2026, an estimated $30.7K.
- JPMorgan Chase made up 2.15% of Wealth Intelligence's portfolio in Q2 2026, its #9 holding.
- Wealth Intelligence first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
- 5,124 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Wealth Intelligence's 13F filing for Q2 2026, filed 13 Jul 2026.