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Wise Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Wise Wealth Partners’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 		$791K Hold
2,415
– – 1.34% 18
2026
Q1 		$710K Sell
2,415
-126
-5% -$38.2K 0.96% 24
2025
Q4 		$819K Buy
2,541
+126
+5% +$39K 1.18% 18
2025
Q3 		$762K Hold
2,415
– – 1.16% 21
2025
Q2 		$700K Buy
2,415
+950
+65% +$242K 1.17% 23
2025
Q1 		$359K Buy
1,465
+7
+0.5% +$1.78K 0.86% 29
2024
Q4 		$349K Buy
+1,458
New +$340K 0.86% 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

Wise Wealth Partners's JPM Position: Q2 2026 in Review

Wise Wealth Partners held its JPMorgan Chase (JPM) position steady in Q2 2026 at 2,415 shares worth $791K. The position accounts for 1.34% of the portfolio, ranked #18.

Wise Wealth Partners first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $819K in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wise Wealth Partners held 2,415 shares of JPMorgan Chase worth $791K as of Q2 2026.
  • Wise Wealth Partners left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 1.34% of Wise Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • Wise Wealth Partners first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Wise Wealth Partners's JPMorgan Chase position peaked at $819K in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.