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Wescott Financial Advisory Group’s JPMorgan Chase JPM Stock Holding History

Wescott Financial Advisory Group’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 		$1.25M Buy
3,832
+128
+3% +$39.8K 0.1% 92
2026
Q1 		$1.09M Buy
3,704
+506
+16% +$154K 0.1% 95
2025
Q4 		$1.03M Sell
3,198
-502
-14% -$155K 0.09% 98
2025
Q3 		$1.17M Buy
3,700
+735
+25% +$219K 0.1% 86
2025
Q2 		$860K Buy
2,965
+22
+0.7% +$5.61K 0.08% 96
2025
Q1 		$722K Buy
2,943
+16
+0.5% +$4.08K 0.07% 94
2024
Q4 		$702K Buy
2,927
+313
+12% +$72.9K 0.07% 96
2024
Q3 		$551K Buy
2,614
+60
+2% +$12.6K 0.06% 107
2024
Q2 		$517K Buy
2,554
+94
+4% +$18.4K 0.06% 113
2024
Q1 		$493K Sell
2,460
-242
-9% -$43.7K 0.06% 109
2023
Q4 		$460K Sell
2,702
-5
-0.2% -$758 0.06% 108
2023
Q3 		$393K Sell
2,707
-36
-1% -$5.4K 0.07% 111
2023
Q2 		$399K Sell
2,743
-516
-16% -$71K 0.07% 110
2023
Q1 		$425K Buy
3,259
+1,409
+76% +$193K 0.09% 104
2022
Q4 		$248K Buy
+1,850
New +$234K 0.05% 131
2021
Q4 		– Sell
-2,079
Closed -$340K – 74
2021
Q3 		$340K Buy
+2,079
New +$326K 0.19% 49

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

Wescott Financial Advisory Group's JPM Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its JPMorgan Chase (JPM) stake by 3.5% in Q2 2026, buying an estimated $39.8K and bringing the position to 3,832 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #92.

Wescott Financial Advisory Group first reported a position in JPM in Q3 2021 and has held it in 16 quarters since. 5,141 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wescott Financial Advisory Group held 3,832 shares of JPMorgan Chase worth $1.25M as of Q2 2026.
  • Wescott Financial Advisory Group bought 128 JPMorgan Chase shares in Q2 2026, an estimated $39.8K.
  • JPMorgan Chase made up 0.1% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #92 holding.
  • Wescott Financial Advisory Group first reported a position in JPMorgan Chase in Q3 2021 and has held it in 16 quarters since.
  • 5,141 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.