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WealthTrak Capital Management’s JPMorgan Chase JPM Stock Holding History

WealthTrak Capital Management’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 		$310K Sell
946
-11
-1% -$3.42K 0.2% 69
2026
Q1 		$282K Buy
957
+10
+1% +$3.04K 0.2% 72
2025
Q4 		$305K Buy
947
+54
+6% +$16.7K 0.22% 62
2025
Q3 		$282K Buy
893
+227
+34% +$67.5K 0.23% 70
2025
Q2 		$193K Buy
666
+72
+12% +$18.4K 0.16% 72
2025
Q1 		$146K Buy
594
+27
+5% +$6.88K 0.13% 74
2024
Q4 		$136K Buy
+567
New +$132K 0.11% 77

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

WealthTrak Capital Management's JPM Position: Q2 2026 in Review

WealthTrak Capital Management reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $3.42K and leaving 946 shares worth $310K. The position accounts for 0.2% of the portfolio, ranked #69.

WealthTrak Capital Management first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,135 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • WealthTrak Capital Management held 946 shares of JPMorgan Chase worth $310K as of Q2 2026.
  • WealthTrak Capital Management sold 11 JPMorgan Chase shares in Q2 2026, an estimated $3.42K.
  • JPMorgan Chase made up 0.2% of WealthTrak Capital Management's portfolio in Q2 2026, its #69 holding.
  • WealthTrak Capital Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,135 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.