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Absher Wealth Management’s JPMorgan Chase JPM Stock Holding History

Absher 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 		$33.8M Sell
103,185
-33
-0% -$10.2K 3.85% 12
2026
Q1 		$30.4M Sell
103,218
-3,891
-4% -$1.18M 3.56% 13
2025
Q4 		$34.5M Sell
107,109
-2,940
-3% -$910K 4.09% 7
2025
Q3 		$34.7M Sell
110,049
-1,141
-1% -$339K 4.15% 6
2025
Q2 		$32.2M Sell
111,190
-6,657
-6% -$1.7M 3.99% 9
2025
Q1 		$28.9M Buy
117,847
+2,057
+2% +$524K 3.79% 10
2024
Q4 		$27.8M Sell
115,790
-13,665
-11% -$3.18M 3.63% 13
2024
Q3 		$27.3M Sell
129,455
-839
-0.6% -$177K 3.52% 12
2024
Q2 		$26.4M Sell
130,294
-9,861
-7% -$1.93M 3.7% 11
2024
Q1 		$28.1M Sell
140,155
-4,949
-3% -$893K 3.89% 10
2023
Q4 		$24.7M Sell
145,104
-8,617
-6% -$1.31M 3.71% 12
2023
Q3 		$22.3M Buy
153,721
+3,860
+3% +$579K 3.71% 12
2023
Q2 		$21.8M Buy
149,861
+908
+0.6% +$125K 3.61% 13
2023
Q1 		$19.4M Sell
148,953
-63,747
-30% -$8.73M 3.36% 17
2022
Q4 		$28.5M Buy
212,700
+7,155
+3% +$907K 5.23% 2
2022
Q3 		$21.5M Buy
205,545
+20,569
+11% +$2.36M 4.51% 7
2022
Q2 		$20.8M Buy
184,976
+16,099
+10% +$1.99M 4.05% 9
2022
Q1 		$23M Buy
168,877
+33,534
+25% +$4.95M 3.93% 10
2021
Q4 		$21.4M Buy
135,343
+728
+0.5% +$120K 3.59% 13
2021
Q3 		$22M Sell
134,615
-7,513
-5% -$1.18M 4.08% 6
2021
Q2 		$22.1M Buy
142,128
+5,170
+4% +$812K 3.92% 6
2021
Q1 		$20.8M Sell
136,958
-244
-0.2% -$35.1K 3.95% 8
2020
Q4 		$17.4M Buy
137,202
+6,832
+5% +$764K 3.65% 8
2020
Q3 		$12.6M Buy
130,370
+305
+0.2% +$30K 3.02% 18
2020
Q2 		$12.2M Buy
130,065
+6,565
+5% +$623K 3.12% 13
2020
Q1 		$11.1M Buy
123,500
+4,716
+4% +$573K 3.45% 11
2019
Q4 		$16M Buy
+118,784
New +$15.2M 4.05% 6

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

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

Absher Wealth Management reduced its JPMorgan Chase (JPM) stake by 0.03% in Q2 2026, selling an estimated $10.2K and leaving 103,185 shares worth $33.8M. The position accounts for 3.85% of the portfolio, ranked #12.

Absher Wealth Management first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $34.7M in Q3 2025. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Absher Wealth Management held 103,185 shares of JPMorgan Chase worth $33.8M as of Q2 2026.
  • Absher Wealth Management sold 33 JPMorgan Chase shares in Q2 2026, an estimated $10.2K.
  • JPMorgan Chase made up 3.85% of Absher Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Absher Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Absher Wealth Management's JPMorgan Chase position peaked at $34.7M in Q3 2025.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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