WealthCollab’s JPMorgan Chase JPM Stock Holding History

WealthCollab’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	$388K	Buy	1,184 +198	+20%	+$61.5K	0.14%	65
2026 Q1	$290K	Hold	986	–	–	0.12%	63
2025 Q4	$318K	Hold	986	–	–	0.13%	65
2025 Q3	$311K	Hold	986	–	–	0.14%	61
2025 Q2	$286K	Hold	986	–	–	0.16%	55
2025 Q1	$242K	Buy	986 +12	+1%	+$3.06K	0.15%	56
2024 Q4	$233K	Buy	974 +5	+0.5%	+$1.17K	0.15%	59
2024 Q3	$204K	Hold	969	–	–	0.13%	62
2024 Q2	$196K	Hold	969	–	–	0.14%	59
2024 Q1	$194K	Buy	969 +380	+65%	+$68.6K	0.14%	61
2023 Q4	$100K	Buy	+589	New	+$89.3K	0.08%	86

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthCollab's JPM Position: Q2 2026 in Review

WealthCollab increased its JPMorgan Chase (JPM) stake by 20% in Q2 2026, buying an estimated $61.5K and bringing the position to 1,184 shares worth $388K. The position accounts for 0.14% of the portfolio, ranked #65.

WealthCollab first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

WealthCollab held 1,184 shares of JPMorgan Chase worth $388K as of Q2 2026.
WealthCollab bought 198 JPMorgan Chase shares in Q2 2026, an estimated $61.5K.
JPMorgan Chase made up 0.14% of WealthCollab's portfolio in Q2 2026, its #65 holding.
WealthCollab first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.