Wilson & Boucher Capital Management’s JPMorgan Chase JPM Stock Holding History

Wilson & Boucher Capital 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	$608K	Buy	1,859 +7	+0.4%	+$2.17K	0.36%	67
2026 Q1	$545K	Buy	1,852 +1	+0.1%	+$303	0.36%	67
2025 Q4	$597K	Hold	1,851	–	–	0.39%	63
2025 Q3	$584K	Sell	1,851 -200	-10%	-$59.5K	0.38%	69
2025 Q2	$595K	Sell	2,051 -85	-4%	-$21.7K	0.41%	67
2025 Q1	$524K	Sell	2,136 -205	-9%	-$52.3K	0.39%	70
2024 Q4	$561K	Hold	2,341	–	–	0.4%	68
2024 Q3	$494K	Hold	2,341	–	–	0.34%	78
2024 Q2	$473K	Hold	2,341	–	–	0.36%	72
2024 Q1	$469K	Buy	2,341 +1	+0%	+$180	0.37%	73
2023 Q4	$398K	Hold	2,340	–	–	0.34%	77
2023 Q3	$339K	Hold	2,340	–	–	0.32%	77
2023 Q2	$340K	Hold	2,340	–	–	0.31%	76
2023 Q1	$305K	Buy	2,340 +311	+15%	+$42.6K	0.29%	82
2022 Q4	$272K	Hold	2,029	–	–	0.28%	80
2022 Q3	$212K	Sell	2,029 -1,047	-34%	-$120K	0.25%	87
2022 Q2	$346K	Sell	3,076 -35	-1%	-$4.34K	0.38%	76
2022 Q1	$424K	Hold	3,111	–	–	0.38%	74
2021 Q4	$493K	Buy	+3,111	New	+$511K	0.44%	66

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

Wilson & Boucher Capital Management's JPM Position: Q2 2026 in Review

Wilson & Boucher Capital Management increased its JPMorgan Chase (JPM) stake by 0.38% in Q2 2026, buying an estimated $2.17K and bringing the position to 1,859 shares worth $608K. The position accounts for 0.36% of the portfolio, ranked #67.

Wilson & Boucher Capital Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Wilson & Boucher Capital Management held 1,859 shares of JPMorgan Chase worth $608K as of Q2 2026.
Wilson & Boucher Capital Management bought 7 JPMorgan Chase shares in Q2 2026, an estimated $2.17K.
JPMorgan Chase made up 0.36% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #67 holding.
Wilson & Boucher Capital Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.