Yukon Wealth Management’s JPMorgan Chase JPM Stock Holding History

Yukon 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	$2.96M	Buy	+9,039	New	+$2.81M	0.85%	28
2025 Q4	–	Sell	-9,046	Closed	-$2.85M	–	102
2025 Q3	$2.85M	Buy	9,046 +26	+0.3%	+$7.73K	0.94%	25
2025 Q2	$2.62M	Buy	9,020 +89	+1%	+$22.7K	0.94%	27
2025 Q1	$2.19M	Buy	+8,931	New	+$2.28M	0.91%	27

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 $3.37T AUM 44.26% 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

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

Yukon Wealth Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 9,039 shares worth $2.96M. The stake represents 0.85% of the portfolio and ranks #28 among its holdings. This is a return to the name: Yukon Wealth Management previously reported a position in JPM as recently as Q3 2025.

Yukon Wealth Management first reported a position in JPM in Q1 2025 and has held it in 4 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Yukon Wealth Management held 9,039 shares of JPMorgan Chase worth $2.96M as of Q2 2026.
JPMorgan Chase was a new Yukon Wealth Management position in Q2 2026.
JPMorgan Chase made up 0.85% of Yukon Wealth Management's portfolio in Q2 2026, its #28 holding.
Yukon Wealth Management first reported a position in JPMorgan Chase in Q1 2025 and has held it in 4 quarters since.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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