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WealthCare Investment Partners’s JPMorgan Chase JPM Stock Holding History

WealthCare Investment 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 		$316K Buy
966
+3
+0.3% +$932 0.08% 164
2026
Q1 		$284K Buy
963
+9
+0.9% +$2.73K 0.08% 157
2025
Q4 		$311K Buy
954
+53
+6% +$16.4K 0.09% 148
2025
Q3 		$280K Buy
901
+4
+0.4% +$1.19K 0.09% 143
2025
Q2 		$266K Sell
897
-19
-2% -$4.85K 0.1% 134
2025
Q1 		$210K Buy
916
+4
+0.4% +$1.02K 0.09% 143
2024
Q4 		$219K Buy
+912
New +$212K 0.1% 135

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

WealthCare Investment Partners's JPM Position: Q2 2026 in Review

WealthCare Investment Partners increased its JPMorgan Chase (JPM) stake by 0.31% in Q2 2026, buying an estimated $932 and bringing the position to 966 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #164.

WealthCare Investment Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • WealthCare Investment Partners held 966 shares of JPMorgan Chase worth $316K as of Q2 2026.
  • WealthCare Investment Partners bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
  • JPMorgan Chase made up 0.08% of WealthCare Investment Partners's portfolio in Q2 2026, its #164 holding.
  • WealthCare Investment Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.