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Aberdeen Wealth Management’s JPMorgan Chase JPM Stock Holding History

Aberdeen 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 		$1.45M Sell
4,439
-10,523
-70% -$3.27M 0.7% 23
2026
Q1 		$4.4M Hold
14,962
– – 2.01% 6
2025
Q4 		$4.82M Buy
14,962
+129
+0.9% +$39.9K 2.23% 6
2025
Q3 		$4.68M Sell
14,833
-300
-2% -$89.2K 2.94% 5
2025
Q2 		$4.39M Hold
15,133
– – 2.92% 5
2025
Q1 		$3.71M Hold
15,133
– – 2.56% 6
2024
Q4 		$3.63M Sell
15,133
-300
-2% -$69.9K 2.49% 6
2024
Q3 		$3.25M Buy
15,433
+255
+2% +$53.7K 2.14% 7
2024
Q2 		$3.07M Sell
15,178
-291
-2% -$56.9K 2.08% 7
2024
Q1 		$3.1M Hold
15,469
– – 1.8% 9
2023
Q4 		$2.63M Sell
15,469
-245
-2% -$37.1K 1.91% 9
2023
Q3 		$2.28M Hold
15,714
– – 1.72% 11
2023
Q2 		$2.29M Hold
15,714
– – 1.65% 10
2023
Q1 		$2.05M Hold
15,714
– – 1.53% 12
2022
Q4 		$2.11M Hold
15,714
– – 1.59% 11
2022
Q3 		$1.64M Hold
15,714
– – 1.45% 15
2022
Q2 		$1.77M Sell
15,714
-80
-0.5% -$9.91K 1.41% 16
2022
Q1 		$2.15M Hold
15,794
– – 1.47% 14
2021
Q4 		$2.5M Sell
15,794
-510
-3% -$83.8K 1.63% 12
2021
Q3 		$2.67M Sell
16,304
-185
-1% -$29K 2.58% 4
2021
Q2 		$2.56M Sell
16,489
-10
-0.1% -$1.57K 2.36% 7
2021
Q1 		$2.51M Sell
16,499
-272
-2% -$39.1K 2% 8
2020
Q4 		$2.13M Buy
16,771
+152
+0.9% +$17K 1.61% 12
2020
Q3 		$1.6M Sell
16,619
-2,442
-13% -$240K 1.52% 16
2020
Q2 		$1.79M Buy
19,061
+1,663
+10% +$158K 1.92% 9
2020
Q1 		$1.57M Sell
17,398
-143
-0.8% -$17.4K 1.9% 10
2019
Q4 		$2.44M Buy
+17,541
New +$2.25M 1.82% 8

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Aberdeen Wealth Management's JPM Position: Q2 2026 in Review

Aberdeen Wealth Management reduced its JPMorgan Chase (JPM) stake by 70% in Q2 2026, selling an estimated $3.27M and leaving 4,439 shares worth $1.45M. The position accounts for 0.7% of the portfolio, ranked #23.

Aberdeen Wealth Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.82M in Q4 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Aberdeen Wealth Management held 4,439 shares of JPMorgan Chase worth $1.45M as of Q2 2026.
  • Aberdeen Wealth Management sold 10,523 JPMorgan Chase shares in Q2 2026, an estimated $3.27M.
  • JPMorgan Chase made up 0.7% of Aberdeen Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Aberdeen Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Aberdeen Wealth Management's JPMorgan Chase position peaked at $4.82M in Q4 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aberdeen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.