WFG
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Wills Financial Group’s JPMorgan Chase JPM Stock Holding History

Wills Financial Group’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 		$6.23M Buy
19,047
+802
+4% +$249K 2.27% 15
2026
Q1 		$5.48M Buy
18,245
+1,505
+9% +$457K 2.06% 16
2025
Q4 		$5.39M Sell
16,740
-76
-0.5% -$23.5K 2.06% 17
2025
Q3 		$5.3M Sell
16,816
-85
-0.5% -$25.3K 2.18% 17
2025
Q2 		$4.9M Buy
16,901
+60
+0.4% +$15.3K 2.13% 18
2025
Q1 		$4.13M Sell
16,841
-20
-0.1% -$5.1K 1.83% 22
2024
Q4 		$4.04M Buy
16,861
+897
+6% +$209K 1.75% 23
2024
Q3 		$3.37M Buy
15,964
+12
+0.1% +$2.53K 1.41% 26
2024
Q2 		$3.23M Buy
15,952
+297
+2% +$58.1K 1.49% 25
2024
Q1 		$3.14M Buy
15,655
+1,097
+8% +$198K 1.48% 26
2023
Q4 		$2.48M Buy
14,558
+7,611
+110% +$1.15M 1.25% 26
2023
Q3 		$1.01M Buy
6,947
+1
+0% +$150 0.55% 41
2023
Q2 		$1.01M Buy
6,946
+51
+0.7% +$7.01K 0.51% 39
2023
Q1 		$899K Buy
6,895
+1,092
+19% +$150K 0.48% 40
2022
Q4 		$778K Sell
5,803
-248
-4% -$31.4K 0.43% 40
2022
Q3 		$632K Buy
6,051
+1,858
+44% +$213K 0.35% 42
2022
Q2 		$472K Buy
4,193
+1,825
+77% +$226K 0.23% 52
2022
Q1 		$323K Buy
2,368
+107
+5% +$15.8K 0.14% 55
2021
Q4 		$358K Hold
2,261
– – 0.14% 57
2021
Q3 		$370K Hold
2,261
– – 0.17% 54
2021
Q2 		$351K Buy
2,261
+35
+2% +$5.5K 0.15% 60
2021
Q1 		$338K Buy
2,226
+31
+1% +$4.46K 0.16% 54
2020
Q4 		$278K Buy
+2,195
New +$245K 0.14% 54
2019
Q2 		– Sell
-12,193
Closed -$1.23M – 57
2019
Q1 		$1.23M Sell
12,193
-1,115
-8% -$115K 0.84% 36
2018
Q4 		$1.3M Sell
13,308
-4,275
-24% -$455K 1% 33
2018
Q3 		$1.98M Hold
17,583
– – 1.31% 28
2018
Q2 		$1.83M Buy
17,583
+530
+3% +$58.1K 1.33% 30
2018
Q1 		$1.88M Buy
+17,053
New +$1.93M 1.39% 31

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

Wills Financial Group's JPM Position: Q2 2026 in Review

Wills Financial Group increased its JPMorgan Chase (JPM) stake by 4.4% in Q2 2026, buying an estimated $249K and bringing the position to 19,047 shares worth $6.23M. The position accounts for 2.27% of the portfolio, ranked #15.

Wills Financial Group first reported a position in JPM in Q1 2018 and has held it in 28 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wills Financial Group held 19,047 shares of JPMorgan Chase worth $6.23M as of Q2 2026.
  • Wills Financial Group bought 802 JPMorgan Chase shares in Q2 2026, an estimated $249K.
  • JPMorgan Chase made up 2.27% of Wills Financial Group's portfolio in Q2 2026, its #15 holding.
  • Wills Financial Group first reported a position in JPMorgan Chase in Q1 2018 and has held it in 28 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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