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Abacus Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Abacus Wealth Partners’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 		$1.75M Sell
5,356
-2,544
-32% -$790K 0.18% 37
2026
Q1 		$2.32M Sell
7,900
-190
-2% -$57.7K 0.21% 39
2025
Q4 		$2.61M Buy
8,090
+5,064
+167% +$1.57M 0.26% 33
2025
Q3 		$954K Buy
3,026
+36
+1% +$10.7K 0.14% 34
2025
Q2 		$867K Buy
2,990
+180
+6% +$45.9K 0.13% 33
2025
Q1 		$689K Buy
2,810
+12
+0.4% +$3.06K 0.1% 36
2024
Q4 		$671K Sell
2,798
-80
-3% -$18.6K 0.1% 37
2024
Q3 		$607K Buy
2,878
+309
+12% +$65.1K 0.09% 45
2024
Q2 		$520K Sell
2,569
-314
-11% -$61.4K 0.09% 46
2024
Q1 		$577K Sell
2,883
-531
-16% -$95.8K 0.1% 44
2023
Q4 		$581K Buy
3,414
+461
+16% +$69.9K 0.1% 38
2023
Q3 		$428K Buy
2,953
+1,128
+62% +$169K 0.13% 48
2023
Q2 		$265K Buy
1,825
+174
+11% +$23.9K 0.08% 69
2023
Q1 		$226K Sell
1,651
-1
-0.1% -$137 0.07% 81
2022
Q4 		$222K Sell
1,652
-281
-15% -$35.6K 0.08% 73
2022
Q3 		$202K Buy
1,933
+149
+8% +$17.1K 0.11% 71
2022
Q2 		$201K Buy
1,784
+196
+12% +$24.3K 0.1% 76
2022
Q1 		$216K Sell
1,588
-811
-34% -$120K 0.1% 80
2021
Q4 		$380K Sell
2,399
-50
-2% -$8.21K 0.13% 65
2021
Q3 		$401K Sell
2,449
-841
-26% -$132K 0.15% 55
2021
Q2 		$512K Hold
3,290
– – 0.2% 41
2021
Q1 		$501K Buy
3,290
+326
+11% +$46.9K 0.36% 37
2020
Q4 		$377K Buy
+2,964
New +$331K 0.33% 47

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Abacus Wealth Partners's JPM Position: Q2 2026 in Review

Abacus Wealth Partners reduced its JPMorgan Chase (JPM) stake by 32% in Q2 2026, selling an estimated $790K and leaving 5,356 shares worth $1.75M. The position accounts for 0.18% of the portfolio, ranked #37.

Abacus Wealth Partners first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.61M in Q4 2025. 3,256 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Abacus Wealth Partners held 5,356 shares of JPMorgan Chase worth $1.75M as of Q2 2026.
  • Abacus Wealth Partners sold 2,544 JPMorgan Chase shares in Q2 2026, an estimated $790K.
  • JPMorgan Chase made up 0.18% of Abacus Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • Abacus Wealth Partners first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Abacus Wealth Partners's JPMorgan Chase position peaked at $2.61M in Q4 2025.
  • 3,256 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.