WNY Asset Management’s JPMorgan Chase JPM Stock Holding History

WNY Asset 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	$1.44M	Sell	4,391 -179	-4%	-$55.6K	0.13%	78
2026 Q1	$1.34M	Buy	+4,570	New	+$1.39M	0.14%	84
2025 Q3	$1.35M	Sell	4,277 -618	-13%	-$184K	0.13%	74
2025 Q2	$1.42M	Buy	4,895 +555	+13%	+$142K	0.16%	71
2025 Q1	$1.06M	Sell	4,340 -164	-4%	-$41.8K	0.13%	85
2024 Q4	$1.08M	Sell	4,504 -156	-3%	-$36.3K	0.13%	78
2024 Q3	$983K	Buy	4,660 +138	+3%	+$29.1K	0.11%	90
2024 Q2	$915K	Buy	4,522 +664	+17%	+$130K	0.12%	96
2024 Q1	$773K	Buy	3,858 +222	+6%	+$40.1K	0.12%	107
2023 Q4	$618K	Buy	3,636 +64	+2%	+$9.7K	0.1%	127
2023 Q3	$518K	Buy	3,572 +379	+12%	+$56.8K	0.1%	132
2023 Q2	$464K	Sell	3,193 -99	-3%	-$13.6K	0.1%	126
2023 Q1	$429K	Sell	3,292 -341	-9%	-$46.7K	0.1%	131
2022 Q4	$487K	Sell	3,633 -512	-12%	-$64.9K	0.13%	116
2022 Q3	$432K	Buy	4,145 +52	+1%	+$5.97K	0.16%	105
2022 Q2	$463K	Buy	4,093 +41	+1%	+$5.08K	0.16%	102
2022 Q1	$556K	Buy	4,052 +42	+1%	+$6.2K	0.17%	97
2021 Q4	$637K	Buy	4,010 +3	+0.1%	+$493	0.19%	87
2021 Q3	$658K	Sell	4,007 -26	-0.6%	-$4.08K	0.23%	82
2021 Q2	$627K	Buy	4,033 +3	+0.1%	+$471	0.22%	78
2021 Q1	$612K	Buy	4,030 +522	+15%	+$75.1K	0.24%	69
2020 Q4	$446K	Buy	+3,508	New	+$392K	0.23%	51

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 $3.38T AUM 44.17% 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

WNY Asset Management's JPM Position: Q2 2026 in Review

WNY Asset Management reduced its JPMorgan Chase (JPM) stake by 3.9% in Q2 2026, selling an estimated $55.6K and leaving 4,391 shares worth $1.44M. The position accounts for 0.13% of the portfolio, ranked #78.

WNY Asset Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

WNY Asset Management held 4,391 shares of JPMorgan Chase worth $1.44M as of Q2 2026.
WNY Asset Management sold 179 JPMorgan Chase shares in Q2 2026, an estimated $55.6K.
JPMorgan Chase made up 0.13% of WNY Asset Management's portfolio in Q2 2026, its #78 holding.
WNY Asset Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.