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Womack Financial’s JPMorgan Chase JPM Stock Holding History

Womack Financial’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 		$1.47M Sell
4,496
-227
-5% -$70.5K 0.97% 29
2026
Q1 		$1.39M Sell
4,723
-99
-2% -$30K 1.02% 26
2025
Q4 		$1.55M Sell
4,822
-220
-4% -$68.1K 1.15% 27
2025
Q3 		$1.59M Sell
5,042
-592
-11% -$176K 1.21% 24
2025
Q2 		$1.63M Sell
5,634
-470
-8% -$120K 1.36% 22
2025
Q1 		$1.5M Sell
6,104
-107
-2% -$27.3K 1.37% 20
2024
Q4 		$1.49M Buy
+6,211
New +$1.45M 1.32% 24

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

Womack Financial's JPM Position: Q2 2026 in Review

Womack Financial reduced its JPMorgan Chase (JPM) stake by 4.8% in Q2 2026, selling an estimated $70.5K and leaving 4,496 shares worth $1.47M. The position accounts for 0.97% of the portfolio, ranked #29.

Womack Financial first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q2 2025. 5,108 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Womack Financial held 4,496 shares of JPMorgan Chase worth $1.47M as of Q2 2026.
  • Womack Financial sold 227 JPMorgan Chase shares in Q2 2026, an estimated $70.5K.
  • JPMorgan Chase made up 0.97% of Womack Financial's portfolio in Q2 2026, its #29 holding.
  • Womack Financial first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • Womack Financial's JPMorgan Chase position peaked at $1.63M in Q2 2025.
  • 5,108 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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