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Wealth Management Partners’s JPMorgan Chase JPM Stock Holding History

Wealth Management Partners’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 		$4.06M Buy
12,391
+602
+5% +$187K 0.95% 28
2026
Q1 		$3.47M Sell
11,789
-132
-1% -$40.1K 0.99% 23
2025
Q4 		$3.84M Sell
11,921
-136
-1% -$42.1K 1.1% 20
2025
Q3 		$3.8M Sell
12,057
-106
-0.9% -$31.5K 1.21% 19
2025
Q2 		$3.55M Buy
12,163
+253
+2% +$64.6K 1.26% 14
2025
Q1 		$2.92M Buy
11,910
+92
+0.8% +$23.5K 1.35% 19
2024
Q4 		$2.83M Buy
11,818
+565
+5% +$132K 1.22% 22
2024
Q3 		$2.37M Buy
11,253
+151
+1% +$31.8K 1.1% 24
2024
Q2 		$2.25M Sell
11,102
-96
-0.9% -$18.8K 1.09% 23
2024
Q1 		$2.24M Sell
11,198
-282
-2% -$50.9K 1.14% 23
2023
Q4 		$1.95M Sell
11,480
-321
-3% -$48.6K 1.09% 24
2023
Q3 		$1.71M Buy
11,801
+992
+9% +$149K 1.07% 24
2023
Q2 		$1.57M Buy
10,809
+365
+3% +$50.2K 0.99% 22
2023
Q1 		$1.36M Buy
10,444
+444
+4% +$60.8K 0.95% 22
2022
Q4 		$1.35M Hold
10,000
– – 1.12% 21
2022
Q3 		$1.08M Buy
10,000
+1,000
+11% +$115K 0.95% 24
2022
Q2 		$975K Hold
9,000
– – 0.85% 30
2022
Q1 		$1.21M Buy
9,000
+2,000
+29% +$295K 0.86% 25
2021
Q4 		$1.16M Sell
7,000
-87
-1% -$14.3K 0.8% 29
2021
Q3 		$1.16M Sell
7,087
-29
-0.4% -$4.55K 0.86% 28
2021
Q2 		$1.11M Buy
7,116
+129
+2% +$20.3K 0.77% 34
2021
Q1 		$1.08M Sell
6,987
-503
-7% -$72.4K 0.81% 37
2020
Q4 		$986K Buy
+7,490
New +$837K 0.77% 37

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 Management Partners's JPM Position: Q2 2026 in Review

Wealth Management Partners increased its JPMorgan Chase (JPM) stake by 5.1% in Q2 2026, buying an estimated $187K and bringing the position to 12,391 shares worth $4.06M. The position accounts for 0.95% of the portfolio, ranked #28.

Wealth Management Partners first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wealth Management Partners held 12,391 shares of JPMorgan Chase worth $4.06M as of Q2 2026.
  • Wealth Management Partners bought 602 JPMorgan Chase shares in Q2 2026, an estimated $187K.
  • JPMorgan Chase made up 0.95% of Wealth Management Partners's portfolio in Q2 2026, its #28 holding.
  • Wealth Management Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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