WFA of San Diego’s JPMorgan Chase JPM Stock Holding History

WFA of San Diego’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	$357K	Hold	983	–	–	0.29%	62
2026 Q1	$289K	Hold	983	–	–	0.23%	72
2025 Q4	$317K	Sell	983 -17	-2%	-$5.26K	0.23%	74
2025 Q3	$315K	Sell	1,000 -50	-5%	-$14.9K	0.22%	77
2025 Q2	$304K	Buy	+1,050	New	+$268K	0.22%	76
2024 Q3	$193K	Hold	917	–	–	0.16%	93
2024 Q2	$185K	Buy	+917	New	+$179K	0.17%	88
2023 Q3	$183K	Buy	1,264 +523	+71%	+$78.4K	0.19%	84
2023 Q2	$108K	Buy	+741	New	+$102K	0.11%	107
2023 Q1	–	Sell	-996	Closed	-$134K	–	247
2022 Q4	$134K	Buy	+996	New	+$126K	0.1%	112
2022 Q3	–	Sell	-687	Closed	-$77K	–	241
2022 Q2	$77K	Buy	+687	New	+$85.1K	0.07%	138
2022 Q1	–	Sell	-1,081	Closed	-$171K	–	125
2021 Q4	$171K	Buy	1,081 +284	+36%	+$46.6K	0.1%	124
2021 Q3	$130K	Buy	+797	New	+$125K	0.09%	124
2020 Q3	–	Sell	-5,981	Closed	-$822K	–	164
2020 Q2	$822K	Buy	+5,981	New	+$567K	0.19%	114

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 $3.38T AUM 44.17% 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

WFA of San Diego's JPM Position: Q2 2026 in Review

WFA of San Diego held its JPMorgan Chase (JPM) position steady in Q2 2026 at 983 shares worth $357K. The position accounts for 0.29% of the portfolio, ranked #62.

WFA of San Diego first reported a position in JPM in Q2 2020 and has held it in 14 quarters since. The position peaked at $822K in Q2 2020. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

WFA of San Diego held 983 shares of JPMorgan Chase worth $357K as of Q2 2026.
WFA of San Diego left its JPMorgan Chase share count unchanged in Q2 2026.
JPMorgan Chase made up 0.29% of WFA of San Diego's portfolio in Q2 2026, its #62 holding.
WFA of San Diego first reported a position in JPMorgan Chase in Q2 2020 and has held it in 14 quarters since.
WFA of San Diego's JPMorgan Chase position peaked at $822K in Q2 2020.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.