Weinberger Asset Management’s JPMorgan Chase JPM Stock Holding History

Weinberger Asset 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	$1.8M	Buy	5,121 +31	+0.6%	+$9.63K	0.58%	35
2026 Q1	$1.5M	Sell	5,090 -8	-0.2%	-$2.43K	0.56%	36
2025 Q4	$1.64M	Buy	5,098 +12	+0.2%	+$3.71K	0.59%	36
2025 Q3	$1.6M	Buy	5,086 +22	+0.4%	+$6.54K	0.58%	37
2025 Q2	$1.47M	Buy	5,064 +248	+5%	+$63.3K	0.57%	37
2025 Q1	$1.18M	Sell	4,816 -21	-0.4%	-$5.35K	0.51%	38
2024 Q4	$1.16M	Sell	4,837 -2	-0%	-$466	0.48%	38
2024 Q3	$1.02M	Buy	4,839 +46	+1%	+$9.69K	0.43%	41
2024 Q2	$969K	Buy	4,793 +42	+0.9%	+$8.21K	0.46%	41
2024 Q1	$952K	Sell	4,751 -25	-0.5%	-$4.51K	0.46%	40
2023 Q4	$812K	Buy	4,776 +76	+2%	+$11.5K	0.42%	43
2023 Q3	$682K	Sell	4,700 -1	-0%	-$150	0.39%	46
2023 Q2	$684K	Buy	4,701 +306	+7%	+$42.1K	0.38%	46
2023 Q1	$573K	Buy	4,395 +219	+5%	+$30K	0.33%	49
2022 Q4	$560K	Sell	4,176 -126	-3%	-$16K	0.34%	46
2022 Q3	$450K	Hold	4,302	–	–	0.31%	48
2022 Q2	$484K	Buy	+4,302	New	+$533K	0.32%	46

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

Weinberger Asset Management's JPM Position: Q2 2026 in Review

Weinberger Asset Management increased its JPMorgan Chase (JPM) stake by 0.61% in Q2 2026, buying an estimated $9.63K and bringing the position to 5,121 shares worth $1.8M. The position accounts for 0.58% of the portfolio, ranked #35.

Weinberger Asset Management first reported a position in JPM in Q2 2022 and has held it in 17 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Weinberger Asset Management held 5,121 shares of JPMorgan Chase worth $1.8M as of Q2 2026.
Weinberger Asset Management bought 31 JPMorgan Chase shares in Q2 2026, an estimated $9.63K.
JPMorgan Chase made up 0.58% of Weinberger Asset Management's portfolio in Q2 2026, its #35 holding.
Weinberger Asset Management first reported a position in JPMorgan Chase in Q2 2022 and has held it in 17 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.