WA
JPM icon

WPG Advisers’s JPMorgan Chase JPM Stock Holding History

WPG Advisers’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 		$435K Buy
1,329
+353
+36% +$110K 0.26% 53
2026
Q1 		$287K Sell
976
-99
-9% -$30K 0.21% 58
2025
Q4 		$346K Buy
1,075
+314
+41% +$97.2K 0.26% 55
2025
Q3 		$240K Buy
761
+40
+6% +$11.9K 0.19% 70
2025
Q2 		$209K Sell
721
-28
-4% -$7.14K 0.18% 80
2025
Q1 		$184K Buy
749
+94
+14% +$24K 0.17% 92
2024
Q4 		$157K Buy
+655
New +$153K 0.15% 119

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

WPG Advisers's JPM Position: Q2 2026 in Review

WPG Advisers increased its JPMorgan Chase (JPM) stake by 36% in Q2 2026, buying an estimated $110K and bringing the position to 1,329 shares worth $435K. The position accounts for 0.26% of the portfolio, ranked #53.

WPG Advisers first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 5,155 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • WPG Advisers held 1,329 shares of JPMorgan Chase worth $435K as of Q2 2026.
  • WPG Advisers bought 353 JPMorgan Chase shares in Q2 2026, an estimated $110K.
  • JPMorgan Chase made up 0.26% of WPG Advisers's portfolio in Q2 2026, its #53 holding.
  • WPG Advisers first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 5,155 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.