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Wealth Preservation Advisors’s JPMorgan Chase JPM Stock Holding History

Wealth Preservation Advisors’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 		$808K Buy
2,469
+1,742
+240% +$541K 0.46% 29
2026
Q1 		$214K Sell
727
-1,059
-59% -$321K 0.18% 59
2025
Q4 		$575K Buy
1,786
+41
+2% +$12.7K 0.29% 37
2025
Q3 		$550K Sell
1,745
-4
-0.2% -$1.19K 0.32% 34
2025
Q2 		$507K Sell
1,749
-3
-0.2% -$766 0.31% 39
2025
Q1 		$430K Buy
+1,752
New +$447K 0.31% 44

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 Preservation Advisors's JPM Position: Q2 2026 in Review

Wealth Preservation Advisors increased its JPMorgan Chase (JPM) stake by 240% in Q2 2026, buying an estimated $541K and bringing the position to 2,469 shares worth $808K. The position accounts for 0.46% of the portfolio, ranked #29.

Wealth Preservation Advisors first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wealth Preservation Advisors held 2,469 shares of JPMorgan Chase worth $808K as of Q2 2026.
  • Wealth Preservation Advisors bought 1,742 JPMorgan Chase shares in Q2 2026, an estimated $541K.
  • JPMorgan Chase made up 0.46% of Wealth Preservation Advisors's portfolio in Q2 2026, its #29 holding.
  • Wealth Preservation Advisors first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.