Widmann Financial Services’s JPMorgan Chase JPM Stock Holding History

Widmann Financial Services’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	$659K	Buy	2,015 +3	+0.1%	+$932	0.35%	71
2026 Q1	$592K	Hold	2,012	–	–	0.35%	66
2025 Q4	$648K	Hold	2,012	–	–	0.4%	64
2025 Q3	$634K	Buy	2,012 +113	+6%	+$33.6K	0.4%	64
2025 Q2	$550K	Buy	1,899 +179	+10%	+$45.7K	0.38%	63
2025 Q1	$422K	Hold	1,720	–	–	0.33%	66
2024 Q4	$412K	Sell	1,720 -13	-0.8%	-$3.03K	0.32%	65
2024 Q3	$365K	Sell	1,733 -42	-2%	-$8.85K	0.28%	69
2024 Q2	$359K	Hold	1,775	–	–	0.29%	63
2024 Q1	$355K	Hold	1,775	–	–	0.3%	67
2023 Q4	$302K	Buy	+1,775	New	+$269K	0.27%	70
2022 Q1	–	Sell	-919	Closed	-$145K	–	269
2021 Q4	$145K	Buy	+919	New	+$151K	0.12%	101

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

Widmann Financial Services's JPM Position: Q2 2026 in Review

Widmann Financial Services increased its JPMorgan Chase (JPM) stake by 0.15% in Q2 2026, buying an estimated $932 and bringing the position to 2,015 shares worth $659K. The position accounts for 0.35% of the portfolio, ranked #71.

Widmann Financial Services first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. 5,140 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Widmann Financial Services held 2,015 shares of JPMorgan Chase worth $659K as of Q2 2026.
Widmann Financial Services bought 3 JPMorgan Chase shares in Q2 2026, an estimated $932.
JPMorgan Chase made up 0.35% of Widmann Financial Services's portfolio in Q2 2026, its #71 holding.
Widmann Financial Services first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
5,140 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.