Wealth Management Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.83M | Buy |
8,631
+305
| +4% | +$94.7K | 0.78% | 30 |
|
|
2026
Q1 | $2.45M | Hold |
8,326
| – | – | 0.85% | 29 |
|
|
2025
Q4 | $2.68M | Sell |
8,326
-371
| -4% | -$115K | 0.93% | 27 |
|
|
2025
Q3 | $2.74M | Sell |
8,697
-40
| -0.5% | -$11.9K | 0.97% | 27 |
|
|
2025
Q2 | $2.53M | Buy |
8,737
+572
| +7% | +$146K | 0.99% | 27 |
|
|
2025
Q1 | $2M | Sell |
8,165
-20
| -0.2% | -$5.1K | 0.86% | 26 |
|
|
2024
Q4 | $1.96M | Sell |
8,185
-43
| -0.5% | -$10K | 0.84% | 29 |
|
|
2024
Q3 | $1.74M | Sell |
8,228
-179
| -2% | -$37.7K | 0.76% | 30 |
|
|
2024
Q2 | $1.7M | Hold |
8,407
| – | – | 0.8% | 29 |
|
|
2024
Q1 | $1.7M | Sell |
8,407
-219
| -3% | -$39.5K | 0.8% | 29 |
|
|
2023
Q4 | $1.47M | Sell |
8,626
-693
| -7% | -$105K | 0.77% | 27 |
|
|
2023
Q3 | $1.35M | Buy |
9,319
+498
| +6% | +$74.7K | 0.79% | 29 |
|
|
2023
Q2 | $1.28M | Sell |
8,821
-316
| -3% | -$43.5K | 0.73% | 30 |
|
|
2023
Q1 | $1.19M | Buy |
9,137
+58
| +0.6% | +$7.95K | 0.74% | 29 |
|
|
2022
Q4 | $1.22M | Buy |
9,079
+1,057
| +13% | +$134K | 0.81% | 28 |
|
|
2022
Q3 | $838K | Sell |
8,022
-68
| -0.8% | -$7.8K | 0.59% | 39 |
|
|
2022
Q2 | $911K | Sell |
8,090
-493
| -6% | -$61.1K | 0.62% | 37 |
|
|
2022
Q1 | $1.17M | Buy |
8,583
+263
| +3% | +$38.8K | 0.66% | 31 |
|
|
2021
Q4 | $1.32M | Sell |
8,320
-119
| -1% | -$19.5K | 0.71% | 29 |
|
|
2021
Q3 | $1.38M | Buy |
8,439
+46
| +0.5% | +$7.21K | 0.81% | 27 |
|
|
2021
Q2 | $1.31M | Buy |
8,393
+1,309
| +18% | +$206K | 0.74% | 29 |
|
|
2021
Q1 | $1.08M | Sell |
7,084
-95
| -1% | -$13.7K | 0.68% | 29 |
|
|
2020
Q4 | $912K | Sell |
7,179
-307
| -4% | -$34.3K | 0.6% | 39 |
|
|
2020
Q3 | $721K | Sell |
7,486
-3,293
| -31% | -$323K | 0.56% | 43 |
|
|
2020
Q2 | $1.01M | Buy |
10,779
+1,145
| +12% | +$109K | 0.85% | 26 |
|
|
2020
Q1 | $867K | Buy |
9,634
+6,276
| +187% | +$762K | 0.88% | 26 |
|
|
2019
Q4 | $468K | Buy |
3,358
+609
| +22% | +$78.1K | 0.33% | 76 |
|
|
2019
Q3 | $324K | Buy |
2,749
+3
| +0.1% | +$339 | 0.26% | 88 |
|
|
2019
Q2 | $307K | Buy |
2,746
+204
| +8% | +$22.5K | 0.31% | 69 |
|
|
2019
Q1 | $257K | Buy |
2,542
+94
| +4% | +$9.68K | 0.28% | 79 |
|
|
2018
Q4 | $239K | Buy |
+2,448
| New | +$261K | 0.32% | 71 |
|
Other funds holding JPM
Wealth Management Associates's JPM Position: Q2 2026 in Review
Wealth Management Associates increased its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, buying an estimated $94.7K and bringing the position to 8,631 shares worth $2.83M. The position accounts for 0.78% of the portfolio, ranked #30.
Wealth Management Associates first reported a position in JPM in Q4 2018 and has held it in 31 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Wealth Management Associates held 8,631 shares of JPMorgan Chase worth $2.83M as of Q2 2026.
- Wealth Management Associates bought 305 JPMorgan Chase shares in Q2 2026, an estimated $94.7K.
- JPMorgan Chase made up 0.78% of Wealth Management Associates's portfolio in Q2 2026, its #30 holding.
- Wealth Management Associates first reported a position in JPMorgan Chase in Q4 2018 and has held it in 31 quarters since.
- 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.