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Williams Jones Wealth Management’s JPMorgan Chase JPM Stock Holding History

Williams Jones 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 		$188M Sell
573,129
-7,759
-1% -$2.41M 2.12% 11
2026
Q1 		$171M Buy
580,888
+11,226
+2% +$3.41M 2.1% 12
2025
Q4 		$184M Sell
569,662
-124
-0% -$38.4K 2.07% 11
2025
Q3 		$180M Sell
569,786
-2,489
-0.4% -$740K 2.06% 12
2025
Q2 		$166M Sell
572,275
-6,262
-1% -$1.6M 1.98% 12
2025
Q1 		$142M Buy
578,537
+3,713
+0.6% +$947K 1.81% 14
2024
Q4 		$138M Sell
574,824
-3,017
-0.5% -$703K 1.66% 15
2024
Q3 		$122M Sell
577,841
-1,186
-0.2% -$250K 1.43% 23
2024
Q2 		$117M Buy
579,027
+934
+0.2% +$183K 1.45% 20
2024
Q1 		$116M Sell
578,093
-7,003
-1% -$1.26M 1.47% 23
2023
Q4 		$99.5M Sell
585,096
-32,966
-5% -$5M 1.39% 23
2023
Q3 		$89.6M Sell
618,062
-17,547
-3% -$2.63M 1.38% 25
2023
Q2 		$92.4M Sell
635,609
-8,233
-1% -$1.13M 1.38% 24
2023
Q1 		$83.9M Buy
643,842
+35,103
+6% +$4.81M 1.31% 26
2022
Q4 		$81.6M Sell
608,739
-5,993
-1% -$759K 1.37% 26
2022
Q3 		$64.2M Buy
614,732
+662
+0.1% +$76K 1.12% 29
2022
Q2 		$69.2M Buy
614,070
+1,626
+0.3% +$201K 1.12% 29
2022
Q1 		$83.5M Sell
612,444
-1,521
-0.2% -$225K 1.16% 29
2021
Q4 		$97.2M Buy
613,965
+21,102
+4% +$3.47M 1.21% 28
2021
Q3 		$97M Sell
592,863
-465
-0.1% -$72.9K 1.36% 24
2021
Q2 		$92.3M Buy
593,328
+8,647
+1% +$1.36M 1.29% 26
2021
Q1 		$89M Buy
584,681
+6,359
+1% +$915K 1.39% 24
2020
Q4 		$73.5M Buy
578,322
+11,153
+2% +$1.25M 1.2% 29
2020
Q3 		$54.6M Sell
567,169
-3,050
-0.5% -$300K 1.01% 32
2020
Q2 		$53.6M Buy
570,219
+22,688
+4% +$2.15M 1.1% 31
2020
Q1 		$49.3M Sell
547,531
-11,478
-2% -$1.39M 1.29% 27
2019
Q4 		$77.9M Buy
559,009
+22,295
+4% +$2.86M 1.49% 23
2019
Q3 		$63.2M Buy
+536,714
New +$60.7M 1.3% 27

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

Williams Jones Wealth Management's JPM Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, selling an estimated $2.41M and leaving 573,129 shares worth $188M. The position accounts for 2.12% of the portfolio, ranked #11.

Williams Jones Wealth Management first reported a position in JPM in Q3 2019 and has held it in 28 quarters since. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Williams Jones Wealth Management held 573,129 shares of JPMorgan Chase worth $188M as of Q2 2026.
  • Williams Jones Wealth Management sold 7,759 JPMorgan Chase shares in Q2 2026, an estimated $2.41M.
  • JPMorgan Chase made up 2.12% of Williams Jones Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Williams Jones Wealth Management first reported a position in JPMorgan Chase in Q3 2019 and has held it in 28 quarters since.
  • 5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.