Whalen Wealth Management’s JPMorgan Chase JPM Stock Holding History

Whalen 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	$3.5M	Buy	10,708 +2,659	+33%	+$826K	1.58%	13
2026 Q1	$2.37M	Buy	8,049 +4,490	+126%	+$1.36M	1.27%	17
2025 Q4	$1.15M	Buy	+3,559	New	+$1.1M	0.62%	46
2025 Q1	–	Sell	-5,190	Closed	-$1.24M	–	154
2024 Q4	$1.24M	Buy	5,190 +1,325	+34%	+$309K	0.86%	21
2024 Q3	$815K	Sell	3,865 -156	-4%	-$32.9K	0.58%	39
2024 Q2	$813K	Sell	4,021 -14	-0.3%	-$2.74K	0.64%	30
2024 Q1	$808K	Buy	4,035 +173	+4%	+$31.2K	0.6%	30
2023 Q4	$657K	Buy	+3,862	New	+$585K	0.59%	43

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

Whalen Wealth Management's JPM Position: Q2 2026 in Review

Whalen Wealth Management increased its JPMorgan Chase (JPM) stake by 33% in Q2 2026, buying an estimated $826K and bringing the position to 10,708 shares worth $3.5M. The position accounts for 1.58% of the portfolio, ranked #13.

Whalen Wealth Management first reported a position in JPM in Q4 2023 and has held it in 8 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Whalen Wealth Management held 10,708 shares of JPMorgan Chase worth $3.5M as of Q2 2026.
Whalen Wealth Management bought 2,659 JPMorgan Chase shares in Q2 2026, an estimated $826K.
JPMorgan Chase made up 1.58% of Whalen Wealth Management's portfolio in Q2 2026, its #13 holding.
Whalen Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 8 quarters since.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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