Western Pacific Wealth Management’s JPMorgan Chase JPM Stock Holding History

Western Pacific Wealth 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	$302K	Hold	922	–	–	0.27%	47
2026 Q1	$271K	Hold	922	–	–	0.28%	49
2025 Q4	$297K	Sell	922 -224	-20%	-$69.4K	0.29%	42
2025 Q3	$362K	Hold	1,146	–	–	0.35%	39
2025 Q2	$332K	Sell	1,146 -170	-13%	-$43.4K	0.32%	43
2025 Q1	$323K	Hold	1,316	–	–	0.29%	44
2024 Q4	$315K	Hold	1,316	–	–	0.25%	40
2024 Q3	$277K	Hold	1,316	–	–	0.18%	35
2024 Q2	$266K	Sell	1,316 -41	-3%	-$8.02K	0.2%	37
2024 Q1	$272K	Buy	1,357 +1	+0.1%	+$180	0.2%	35
2023 Q4	$231K	Sell	1,356 -330	-20%	-$50K	0.17%	41
2023 Q3	$245K	Hold	1,686	–	–	0.2%	32
2023 Q2	$245K	Hold	1,686	–	–	0.19%	31
2023 Q1	$220K	Sell	1,686 -70	-4%	-$9.59K	0.17%	33
2022 Q4	$235K	Buy	1,756 +520	+42%	+$65.9K	0.2%	28
2022 Q3	$129K	Buy	1,236 +744	+151%	+$85.4K	0.13%	40
2022 Q2	$55K	Hold	492	–	–	0.05%	70
2022 Q1	$67K	Hold	492	–	–	0.05%	73
2021 Q4	$77K	Buy	+492	New	+$80.8K	0.05%	80

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

Western Pacific Wealth Management's JPM Position: Q2 2026 in Review

Western Pacific Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2026 at 922 shares worth $302K. The position accounts for 0.27% of the portfolio, ranked #47.

Western Pacific Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $362K in Q3 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Western Pacific Wealth Management held 922 shares of JPMorgan Chase worth $302K as of Q2 2026.
Western Pacific Wealth Management left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.27% of Western Pacific Wealth Management's portfolio in Q2 2026, its #47 holding.
Western Pacific Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
Western Pacific Wealth Management's JPMorgan Chase position peaked at $362K in Q3 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.