4WM
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4J Wealth Management’s JPMorgan Chase JPM Stock Holding History

4J 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 		$367K Sell
1,123
-14
-1% -$4.35K 0.18% 73
2026
Q1 		$335K Buy
1,137
+101
+10% +$30.7K 0.19% 74
2025
Q4 		$334K Hold
1,036
– – 0.19% 69
2025
Q3 		$327K Sell
1,036
-32
-3% -$9.52K 0.19% 68
2025
Q2 		$310K Buy
1,068
+5
+0.5% +$1.28K 0.21% 72
2025
Q1 		$261K Buy
1,063
+135
+15% +$34.4K 0.21% 78
2024
Q4 		$223K Sell
928
-175
-16% -$40.8K 0.18% 81
2024
Q3 		$233K Sell
1,103
-150
-12% -$31.6K 0.18% 79
2024
Q2 		$253K Buy
1,253
+1
+0.1% +$196 0.21% 75
2024
Q1 		$251K Hold
1,252
– – 0.22% 79
2023
Q4 		$213K Buy
+1,252
New +$190K 0.19% 82

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

4J Wealth Management's JPM Position: Q2 2026 in Review

4J Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.2% in Q2 2026, selling an estimated $4.35K and leaving 1,123 shares worth $367K. The position accounts for 0.18% of the portfolio, ranked #73.

4J Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 3,233 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • 4J Wealth Management held 1,123 shares of JPMorgan Chase worth $367K as of Q2 2026.
  • 4J Wealth Management sold 14 JPMorgan Chase shares in Q2 2026, an estimated $4.35K.
  • JPMorgan Chase made up 0.18% of 4J Wealth Management's portfolio in Q2 2026, its #73 holding.
  • 4J Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 3,233 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.