180 Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.02M | Sell |
18,391
-212
| -1% | -$65.8K | 0.6% | 38 |
|
|
2026
Q1 | $5.47M | Buy |
18,603
+175
| +0.9% | +$53.1K | 0.62% | 34 |
|
|
2025
Q4 | $5.94M | Buy |
18,428
+219
| +1% | +$67.8K | 0.68% | 29 |
|
|
2025
Q3 | $5.74M | Sell |
18,209
-525
| -3% | -$156K | 0.7% | 29 |
|
|
2025
Q2 | $5.43M | Sell |
18,734
-285
| -1% | -$72.7K | 0.76% | 28 |
|
|
2025
Q1 | $4.67M | Buy |
19,019
+23
| +0.1% | +$5.86K | 0.74% | 27 |
|
|
2024
Q4 | $4.55M | Sell |
18,996
-336
| -2% | -$78.3K | 0.71% | 26 |
|
|
2024
Q3 | $4.08M | Sell |
19,332
-261
| -1% | -$55K | 0.64% | 34 |
|
|
2024
Q2 | $4.06M | Buy |
19,593
+167
| +0.9% | +$32.6K | 0.66% | 33 |
|
|
2024
Q1 | $3.89M | Buy |
19,426
+129
| +0.7% | +$23.3K | 0.7% | 30 |
|
|
2023
Q4 | $3.32M | Sell |
19,297
-387
| -2% | -$58.6K | 0.66% | 31 |
|
|
2023
Q3 | $2.85M | Buy |
19,684
+1,210
| +7% | +$181K | 0.64% | 33 |
|
|
2023
Q2 | $2.71M | Sell |
18,474
-20
| -0.1% | -$2.75K | 0.59% | 37 |
|
|
2023
Q1 | $2.41M | Buy |
18,494
+83
| +0.5% | +$11.4K | 0.56% | 46 |
|
|
2022
Q4 | $2.58M | Buy |
18,411
+1,086
| +6% | +$138K | 0.61% | 41 |
|
|
2022
Q3 | $1.81M | Sell |
17,325
-89
| -0.5% | -$10.2K | 0.5% | 58 |
|
|
2022
Q2 | $1.99M | Buy |
17,414
+379
| +2% | +$47K | 0.51% | 57 |
|
|
2022
Q1 | $2.23M | Buy |
17,035
+1,049
| +7% | +$155K | 0.49% | 57 |
|
|
2021
Q4 | $2.32M | Sell |
15,986
-261
| -2% | -$42.9K | 0.52% | 48 |
|
|
2021
Q3 | $2.71M | Buy |
16,247
+149
| +0.9% | +$23.4K | 0.6% | 37 |
|
|
2021
Q2 | $2.56M | Buy |
16,098
+228
| +1% | +$35.8K | 0.59% | 39 |
|
|
2021
Q1 | $2.58M | Sell |
15,870
-50
| -0.3% | -$7.19K | 0.64% | 36 |
|
|
2020
Q4 | $2.2M | Buy |
15,920
+1,217
| +8% | +$136K | 0.63% | 33 |
|
|
2020
Q3 | $1.48M | Buy |
14,703
+193
| +1% | +$19K | 0.55% | 46 |
|
|
2020
Q2 | $1.42M | Sell |
14,510
-158
| -1% | -$15K | 0.57% | 43 |
|
|
2020
Q1 | $1.28M | Buy |
14,668
+995
| +7% | +$121K | 0.67% | 35 |
|
|
2019
Q4 | $1.87M | Buy |
13,673
+135
| +1% | +$17.3K | 0.75% | 27 |
|
|
2019
Q3 | $1.57M | Sell |
13,538
-2,827
| -17% | -$320K | 0.7% | 29 |
|
|
2019
Q2 | $1.85M | Sell |
16,365
-344
| -2% | -$37.9K | 0.83% | 26 |
|
|
2019
Q1 | $1.89M | Buy |
16,709
+3,955
| +31% | +$407K | 0.86% | 23 |
|
|
2018
Q4 | $1.44M | Sell |
12,754
-284
| -2% | -$30.3K | 0.67% | 34 |
|
|
2018
Q3 | $1.47M | Buy |
13,038
+1,485
| +13% | +$169K | 0.68% | 33 |
|
|
2018
Q2 | $1.2M | Sell |
11,553
-1,799
| -13% | -$197K | 0.6% | 49 |
|
|
2018
Q1 | $1.47M | Sell |
13,352
-1,034
| -7% | -$117K | 0.76% | 34 |
|
|
2017
Q4 | $1.54M | Buy |
+14,386
| New | +$1.46M | 0.78% | 34 |
|
Other funds holding JPM
180 Wealth Advisors's JPM Position: Q2 2026 in Review
180 Wealth Advisors reduced its JPMorgan Chase (JPM) stake by 1.1% in Q2 2026, selling an estimated $65.8K and leaving 18,391 shares worth $6.02M. The position accounts for 0.6% of the portfolio, ranked #38.
180 Wealth Advisors first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- 180 Wealth Advisors held 18,391 shares of JPMorgan Chase worth $6.02M as of Q2 2026.
- 180 Wealth Advisors sold 212 JPMorgan Chase shares in Q2 2026, an estimated $65.8K.
- JPMorgan Chase made up 0.6% of 180 Wealth Advisors's portfolio in Q2 2026, its #38 holding.
- 180 Wealth Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.