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Yarger Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Yarger Wealth Strategies’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 		$4.33M Sell
12,858
-488
-4% -$152K 1.55% 18
2026
Q1 		$3.93M Buy
13,346
+822
+7% +$249K 1.58% 17
2025
Q4 		$4.04M Buy
12,524
+2,499
+25% +$774K 1.73% 16
2025
Q3 		$3.16M Sell
10,025
-8
-0.1% -$2.38K 1.45% 18
2025
Q2 		$2.91M Buy
10,033
+1,961
+24% +$500K 1.52% 20
2025
Q1 		$1.98M Sell
8,072
-1,740
-18% -$444K 1.16% 26
2024
Q4 		$2.35M Buy
9,812
+364
+4% +$84.8K 1.36% 22
2024
Q3 		$1.99M Sell
9,448
-75
-0.8% -$15.8K 1.1% 26
2024
Q2 		$1.93M Sell
9,523
-590
-6% -$115K 1.16% 24
2024
Q1 		$2.03M Sell
10,113
-1,336
-12% -$241K 1.38% 23
2023
Q4 		$1.95M Sell
11,449
-1,556
-12% -$236K 1.57% 18
2023
Q3 		$1.89M Buy
13,005
+9,356
+256% +$1.4M 1.6% 20
2023
Q2 		$531K Sell
3,649
-194
-5% -$26.7K 0.48% 37
2023
Q1 		$501K Buy
3,843
+24
+0.6% +$3.29K 0.55% 33
2022
Q4 		$512K Buy
3,819
+26
+0.7% +$3.29K 0.63% 30
2022
Q3 		$396K Sell
3,793
-230
-6% -$26.4K 0.53% 32
2022
Q2 		$460K Buy
4,023
+28
+0.7% +$3.47K 0.59% 31
2022
Q1 		$545K Buy
3,995
+1,258
+46% +$186K 0.71% 28
2021
Q4 		$433K Buy
+2,737
New +$449K 0.47% 34

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

Yarger Wealth Strategies's JPM Position: Q2 2026 in Review

Yarger Wealth Strategies reduced its JPMorgan Chase (JPM) stake by 3.7% in Q2 2026, selling an estimated $152K and leaving 12,858 shares worth $4.33M. The position accounts for 1.55% of the portfolio, ranked #18.

Yarger Wealth Strategies first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Yarger Wealth Strategies held 12,858 shares of JPMorgan Chase worth $4.33M as of Q2 2026.
  • Yarger Wealth Strategies sold 488 JPMorgan Chase shares in Q2 2026, an estimated $152K.
  • JPMorgan Chase made up 1.55% of Yarger Wealth Strategies's portfolio in Q2 2026, its #18 holding.
  • Yarger Wealth Strategies first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Yarger Wealth Strategies's 13F filing for Q2 2026, filed 14 Jul 2026.