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Willis Johnson & Associates’s JPMorgan Chase JPM Stock Holding History

Willis Johnson & Associates’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 		$879K Sell
2,686
-1,019
-28% -$316K 0.05% 69
2026
Q1 		$1.09M Sell
3,705
-60
-2% -$18.2K 0.06% 71
2025
Q4 		$1.21M Sell
3,765
-526
-12% -$163K 0.07% 65
2025
Q3 		$1.35M Sell
4,291
-463
-10% -$138K 0.08% 62
2025
Q2 		$1.38M Buy
4,754
+1,641
+53% +$419K 0.09% 60
2025
Q1 		$764K Sell
3,113
-57
-2% -$14.5K 0.06% 71
2024
Q4 		$760K Sell
3,170
-199
-6% -$46.4K 0.06% 74
2024
Q3 		$710K Sell
3,369
-209
-6% -$44K 0.05% 75
2024
Q2 		$724K Buy
3,578
+639
+22% +$125K 0.06% 73
2024
Q1 		$589K Buy
2,939
+1,576
+116% +$284K 0.05% 78
2023
Q4 		$232K Buy
+1,363
New +$207K 0.02% 122
2023
Q3 		– Sell
-1,434
Closed -$209K – 136
2023
Q2 		$209K Sell
1,434
-182
-11% -$25K 0.02% 123
2023
Q1 		$211K Buy
1,616
+103
+7% +$14.1K 0.03% 113
2022
Q4 		$203K Buy
+1,513
New +$192K 0.03% 110

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 $3.38T AUM 44.17% 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

Willis Johnson & Associates's JPM Position: Q2 2026 in Review

Willis Johnson & Associates reduced its JPMorgan Chase (JPM) stake by 28% in Q2 2026, selling an estimated $316K and leaving 2,686 shares worth $879K. The position accounts for 0.05% of the portfolio, ranked #69.

Willis Johnson & Associates first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.38M in Q2 2025. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Willis Johnson & Associates held 2,686 shares of JPMorgan Chase worth $879K as of Q2 2026.
  • Willis Johnson & Associates sold 1,019 JPMorgan Chase shares in Q2 2026, an estimated $316K.
  • JPMorgan Chase made up 0.05% of Willis Johnson & Associates's portfolio in Q2 2026, its #69 holding.
  • Willis Johnson & Associates first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Willis Johnson & Associates's JPMorgan Chase position peaked at $1.38M in Q2 2025.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.