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Wiser Advisor Group’s JPMorgan Chase JPM Stock Holding History

Wiser Advisor 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 		$2.11M Sell
6,433
-5
-0.1% -$1.55K 2.31% 13
2026
Q1 		$1.89M Buy
6,438
+2
+0% +$607 2.29% 16
2025
Q4 		$2.07M Buy
6,436
+69
+1% +$21.4K 2.37% 13
2025
Q3 		$2.01M Buy
6,367
+175
+3% +$52K 2.5% 12
2025
Q2 		$1.8M Sell
6,192
-1,192
-16% -$304K 3.12% 12
2025
Q1 		$1.81M Buy
7,384
+262
+4% +$66.8K 2.67% 13
2024
Q4 		$1.71M Buy
7,122
+289
+4% +$67.3K 2.48% 14
2024
Q3 		$1.44M Sell
6,833
-96
-1% -$20.2K 2.15% 15
2024
Q2 		$1.4M Buy
6,929
+115
+2% +$22.5K 2.2% 15
2024
Q1 		$1.37M Sell
6,814
-238
-3% -$42.9K 2.15% 17
2023
Q4 		$1.2M Buy
+7,052
New +$1.07M 1.99% 17

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

Wiser Advisor Group's JPM Position: Q2 2026 in Review

Wiser Advisor Group reduced its JPMorgan Chase (JPM) stake by 0.08% in Q2 2026, selling an estimated $1.55K and leaving 6,433 shares worth $2.11M. The position accounts for 2.31% of the portfolio, ranked #13.

Wiser Advisor Group first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Wiser Advisor Group held 6,433 shares of JPMorgan Chase worth $2.11M as of Q2 2026.
  • Wiser Advisor Group sold 5 JPMorgan Chase shares in Q2 2026, an estimated $1.55K.
  • JPMorgan Chase made up 2.31% of Wiser Advisor Group's portfolio in Q2 2026, its #13 holding.
  • Wiser Advisor Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.