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A4 Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

A4 Wealth 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 		$1.87M Buy
5,712
+531
+10% +$165K 1.24% 19
2026
Q1 		$1.52M Buy
5,181
+24
+0.5% +$7.28K 1.25% 20
2025
Q4 		$1.66M Sell
5,157
-71
-1% -$22K 1.44% 15
2025
Q3 		$1.65M Buy
+5,228
New +$1.55M 1.39% 18

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

A4 Wealth Advisors's JPM Position: Q2 2026 in Review

A4 Wealth Advisors increased its JPMorgan Chase (JPM) stake by 10% in Q2 2026, buying an estimated $165K and bringing the position to 5,712 shares worth $1.87M. The position accounts for 1.24% of the portfolio, ranked #19.

A4 Wealth Advisors first reported a position in JPM in Q3 2025 and has held it in 4 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • A4 Wealth Advisors held 5,712 shares of JPMorgan Chase worth $1.87M as of Q2 2026.
  • A4 Wealth Advisors bought 531 JPMorgan Chase shares in Q2 2026, an estimated $165K.
  • JPMorgan Chase made up 1.24% of A4 Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • A4 Wealth Advisors first reported a position in JPMorgan Chase in Q3 2025 and has held it in 4 quarters since.
  • 3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.