1 North Wealth Services’s JPMorgan Chase JPM Stock Holding History

1 North Wealth Services’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	$283K	Buy	864 +64	+8%	+$19.9K	0.09%	49
2026 Q1	$235K	Hold	800	–	–	0.09%	55
2025 Q4	$258K	Hold	800	–	–	0.09%	54
2025 Q3	$252K	Hold	800	–	–	0.1%	49
2025 Q2	$232K	Hold	800	–	–	0.09%	54
2025 Q1	$196K	Buy	+800	New	+$204K	0.09%	52
2019 Q4	$213K	Buy	1,531 +334	+28%	+$42.8K	0.13%	59
2019 Q3	$141K	Buy	+1,197	New	+$135K	0.09%	61
2019 Q1	$136K	Buy	1,347 +35	+3%	+$3.61K	0.1%	61
2018 Q4	$128K	Buy	+1,312	New	+$140K	0.11%	58

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1 North Wealth Services's JPM Position: Q2 2026 in Review

1 North Wealth Services increased its JPMorgan Chase (JPM) stake by 8% in Q2 2026, buying an estimated $19.9K and bringing the position to 864 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #49.

1 North Wealth Services first reported a position in JPM in Q4 2018 and has held it in 10 quarters since. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

1 North Wealth Services held 864 shares of JPMorgan Chase worth $283K as of Q2 2026.
1 North Wealth Services bought 64 JPMorgan Chase shares in Q2 2026, an estimated $19.9K.
JPMorgan Chase made up 0.09% of 1 North Wealth Services's portfolio in Q2 2026, its #49 holding.
1 North Wealth Services first reported a position in JPMorgan Chase in Q4 2018 and has held it in 10 quarters since.
3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.