Welch Capital Partners’s JPMorgan Chase JPM Stock Holding History

Welch Capital 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	$210K	Buy	+642	New	+$199K	0.04%	25
2026 Q1	–	Sell	-642	Closed	-$207K	–	27
2025 Q4	$207K	Hold	642	–	–	0.04%	26
2025 Q3	$203K	Buy	+642	New	+$191K	0.04%	25
2019 Q1	–	Sell	-17,926	Closed	-$1.75M	–	32
2018 Q4	$1.75M	Hold	17,926	–	–	0.67%	21
2018 Q3	$2.02M	Buy	17,926 +696	+4%	+$79K	0.66%	23
2018 Q2	$1.79M	Hold	17,230	–	–	0.62%	27
2018 Q1	$1.9M	Hold	17,230	–	–	0.65%	29
2017 Q4	$1.84M	Hold	17,230	–	–	0.66%	36
2017 Q3	$1.65M	Buy	+17,230	New	+$1.59M	0.55%	39
2016 Q4	–	Sell	-43,960	Closed	-$2.93M	–	43
2016 Q3	$2.93M	Hold	43,960	–	–	0.95%	37
2016 Q2	$2.73M	Sell	43,960 -590	-1%	-$36.9K	0.98%	34
2016 Q1	$2.64M	Sell	44,550 -360	-0.8%	-$21K	0.97%	28
2015 Q4	$2.96M	Buy	+44,910	New	+$2.92M	1%	27

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

Welch Capital Partners's JPM Position: Q2 2026 in Review

Welch Capital Partners opened a new position in JPMorgan Chase (JPM) in Q2 2026: 642 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #25 among its holdings. This is a return to the name: Welch Capital Partners previously reported a position in JPM as recently as Q4 2025.

Welch Capital Partners first reported a position in JPM in Q4 2015 and has held it in 13 quarters since. The position peaked at $2.96M in Q4 2015. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Welch Capital Partners held 642 shares of JPMorgan Chase worth $210K as of Q2 2026.
JPMorgan Chase was a new Welch Capital Partners position in Q2 2026.
JPMorgan Chase made up 0.04% of Welch Capital Partners's portfolio in Q2 2026, its #25 holding.
Welch Capital Partners first reported a position in JPMorgan Chase in Q4 2015 and has held it in 13 quarters since.
Welch Capital Partners's JPMorgan Chase position peaked at $2.96M in Q4 2015.
5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Welch Capital Partners's 13F filing for Q2 2026, filed 12 Aug 2026.