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Abound Wealth Management’s JPMorgan Chase JPM Stock Holding History

Abound 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 		$1.15M Sell
3,520
-250
-7% -$77.6K 0.23% 33
2026
Q1 		$1.11M Buy
3,770
+113
+3% +$34.3K 0.25% 34
2025
Q4 		$1.18M Buy
3,657
+93
+3% +$28.8K 0.28% 34
2025
Q3 		$1.12M Buy
3,564
+98
+3% +$29.1K 0.28% 32
2025
Q2 		$1M Buy
3,466
+162
+5% +$41.3K 0.28% 31
2025
Q1 		$811K Sell
3,304
-5
-0.2% -$1.27K 0.27% 30
2024
Q4 		$793K Buy
3,309
+33
+1% +$7.69K 0.25% 32
2024
Q3 		$691K Buy
3,276
+40
+1% +$8.43K 0.23% 34
2024
Q2 		$654K Buy
3,236
+1,788
+123% +$350K 0.24% 33
2024
Q1 		$290K Buy
1,448
+184
+15% +$33.2K 0.11% 47
2023
Q4 		$215K Buy
1,264
+73
+6% +$11.1K 0.09% 54
2023
Q3 		$173K Sell
1,191
-12
-1% -$1.8K 0.07% 57
2023
Q2 		$175K Buy
1,203
+134
+13% +$18.4K 0.07% 57
2023
Q1 		$139K Buy
1,069
+94
+10% +$12.9K 0.06% 59
2022
Q4 		$131K Buy
975
+29
+3% +$3.67K 0.06% 57
2022
Q3 		$98.9K Buy
946
+116
+14% +$13.3K 0.05% 60
2022
Q2 		$93.5K Sell
830
-12
-1% -$1.49K 0.05% 50
2022
Q1 		$115K Sell
842
-96
-10% -$14.2K 0.08% 50
2021
Q4 		$148K Buy
+938
New +$154K 0.12% 43

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Abound Wealth Management reduced its JPMorgan Chase (JPM) stake by 6.6% in Q2 2026, selling an estimated $77.6K and leaving 3,520 shares worth $1.15M. The position accounts for 0.23% of the portfolio, ranked #33.

Abound Wealth Management first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q4 2025. 1,379 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Abound Wealth Management held 3,520 shares of JPMorgan Chase worth $1.15M as of Q2 2026.
  • Abound Wealth Management sold 250 JPMorgan Chase shares in Q2 2026, an estimated $77.6K.
  • JPMorgan Chase made up 0.23% of Abound Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Abound Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's JPMorgan Chase position peaked at $1.18M in Q4 2025.
  • 1,379 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.