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WT Wealth Management’s JPMorgan Chase JPM Stock Holding History

WT Wealth 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 		$547K Sell
1,670
-28
-2% -$8.7K 0.15% 94
2026
Q1 		$500K Sell
1,698
-74
-4% -$22.5K 0.15% 97
2025
Q4 		$571K Sell
1,772
-32
-2% -$9.91K 0.16% 89
2025
Q3 		$569K Sell
1,804
-105
-6% -$31.2K 0.16% 86
2025
Q2 		$553K Buy
1,909
+115
+6% +$29.3K 0.16% 91
2025
Q1 		$440K Sell
1,794
-5
-0.3% -$1.27K 0.14% 90
2024
Q4 		$431K Sell
1,799
-12
-0.7% -$2.79K 0.14% 92
2024
Q3 		$408K Sell
1,811
-46
-2% -$9.69K 0.13% 90
2024
Q2 		$376K Sell
1,857
-17,005
-90% -$3.32M 0.13% 89
2024
Q1 		$3.78M Sell
18,862
-456
-2% -$82.3K 1.35% 19
2023
Q4 		$3.29M Buy
19,318
+6,847
+55% +$1.04M 1.3% 21
2023
Q3 		$1.81M Buy
12,471
+854
+7% +$128K 0.78% 29
2023
Q2 		$1.69M Sell
11,617
-232
-2% -$31.9K 0.7% 35
2023
Q1 		$1.54M Sell
11,849
-3,747
-24% -$513K 0.67% 36
2022
Q4 		$2.09M Sell
15,596
-2,131
-12% -$270K 1.02% 26
2022
Q3 		$1.85M Buy
17,727
+12
+0.1% +$1.38K 0.93% 25
2022
Q2 		$2M Sell
17,715
-1,523
-8% -$189K 0.99% 27
2022
Q1 		$2.62M Buy
19,238
+986
+5% +$146K 1.01% 30
2021
Q4 		$2.89M Buy
18,252
+3,554
+24% +$584K 1.06% 27
2021
Q3 		$2.41M Buy
14,698
+2,015
+16% +$316K 0.93% 26
2021
Q2 		$1.97M Buy
12,683
+1,984
+19% +$312K 0.8% 33
2021
Q1 		$1.63M Buy
10,699
+8,419
+369% +$1.21M 0.75% 38
2020
Q4 		$289K Sell
2,280
-460
-17% -$51.4K 0.16% 102
2020
Q3 		$263K Sell
2,740
-835
-23% -$82K 0.17% 95
2020
Q2 		$336K Buy
3,575
+155
+5% +$14.7K 0.27% 66
2020
Q1 		$307K Buy
3,420
+1,761
+106% +$214K 0.32% 56
2019
Q4 		$231K Buy
+1,659
New +$213K 0.18% 87

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

WT Wealth Management's JPM Position: Q2 2026 in Review

WT Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $8.7K and leaving 1,670 shares worth $547K. The position accounts for 0.15% of the portfolio, ranked #94.

WT Wealth Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.78M in Q1 2024. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • WT Wealth Management held 1,670 shares of JPMorgan Chase worth $547K as of Q2 2026.
  • WT Wealth Management sold 28 JPMorgan Chase shares in Q2 2026, an estimated $8.7K.
  • JPMorgan Chase made up 0.15% of WT Wealth Management's portfolio in Q2 2026, its #94 holding.
  • WT Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • WT Wealth Management's JPMorgan Chase position peaked at $3.78M in Q1 2024.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.