4A
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4Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

4Wealth Advisors’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 		$926K Buy
2,810
+435
+18% +$135K 0.71% 40
2026
Q1 		$674K Buy
2,375
+82
+4% +$24.9K 0.58% 56
2025
Q4 		$739K Buy
2,293
+19
+0.8% +$5.88K 0.63% 50
2025
Q3 		$717K Buy
2,274
+18
+0.8% +$5.35K 0.64% 48
2025
Q2 		$654K Sell
2,256
-39
-2% -$9.95K 0.66% 48
2025
Q1 		$563K Sell
2,295
-219
-9% -$55.8K 0.61% 56
2024
Q4 		$603K Buy
+2,514
New +$586K 0.6% 51

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

4Wealth Advisors's JPM Position: Q2 2026 in Review

4Wealth Advisors increased its JPMorgan Chase (JPM) stake by 18% in Q2 2026, buying an estimated $135K and bringing the position to 2,810 shares worth $926K. The position accounts for 0.71% of the portfolio, ranked #40.

4Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 7 quarters since. 2,568 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • 4Wealth Advisors held 2,810 shares of JPMorgan Chase worth $926K as of Q2 2026.
  • 4Wealth Advisors bought 435 JPMorgan Chase shares in Q2 2026, an estimated $135K.
  • JPMorgan Chase made up 0.71% of 4Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • 4Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 7 quarters since.
  • 2,568 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.