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Abundance Wealth Counselors’s JPMorgan Chase JPM Stock Holding History

Abundance Wealth Counselors’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 		$8.3M Buy
25,347
+11,177
+79% +$3.47M 0.54% 23
2026
Q1 		$4.17M Buy
14,170
+1,060
+8% +$322K 0.6% 22
2025
Q4 		$4.22M Buy
13,110
+75
+0.6% +$23.2K 0.71% 22
2025
Q3 		$4.11M Sell
13,035
-1,060
-8% -$315K 0.7% 24
2025
Q2 		$3.97M Sell
14,095
-18
-0.1% -$4.59K 0.74% 23
2025
Q1 		$3.4M Buy
14,113
+345
+3% +$88K 0.71% 24
2024
Q4 		$3.3M Buy
13,768
+56
+0.4% +$13K 0.72% 20
2024
Q3 		$2.89M Sell
13,712
-598
-4% -$126K 0.6% 22
2024
Q2 		$2.89M Sell
14,310
-1,547
-10% -$302K 1.33% 12
2024
Q1 		$3.18M Sell
15,857
-65
-0.4% -$11.7K 0.73% 21
2023
Q4 		$2.71M Sell
15,922
-11
-0.1% -$1.67K 0.7% 23
2023
Q3 		$2.31M Sell
15,933
-806
-5% -$121K 0.66% 23
2023
Q2 		$2.44M Buy
16,739
+207
+1% +$28.5K 1.26% 12
2023
Q1 		$2.15M Sell
16,532
-20
-0.1% -$2.74K 0.54% 27
2022
Q4 		$2.22M Buy
16,552
+441
+3% +$55.9K 0.6% 26
2022
Q3 		$1.68M Buy
16,111
+5
+0% +$574 0.48% 29
2022
Q2 		$1.81M Buy
16,106
+314
+2% +$38.9K 0.49% 28
2022
Q1 		$2.15M Buy
15,792
+1,964
+14% +$290K 0.58% 22
2021
Q4 		$2.19M Buy
13,828
+324
+2% +$53.2K 0.56% 21
2021
Q3 		$2.21M Buy
13,504
+119
+0.9% +$18.7K 1.29% 9
2021
Q2 		$2.08M Buy
13,385
+592
+5% +$93K 0.54% 16
2021
Q1 		$1.95M Buy
12,793
+621
+5% +$89.3K 0.48% 16
2020
Q4 		$1.55M Sell
12,172
-521
-4% -$58.2K 0.39% 18
2020
Q3 		$1.22M Buy
12,693
+1,653
+15% +$162K 0.35% 21
2020
Q2 		$1.04M Buy
11,040
+7,144
+183% +$678K 0.32% 22
2020
Q1 		$351K Buy
3,896
+620
+19% +$75.3K 0.12% 21
2019
Q4 		$457K Hold
3,276
– – 0.13% 19
2019
Q3 		$386K Buy
3,276
+900
+38% +$102K 0.12% 20
2019
Q2 		$266K Buy
+2,376
New +$262K 0.08% 22

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

Abundance Wealth Counselors's JPM Position: Q2 2026 in Review

Abundance Wealth Counselors increased its JPMorgan Chase (JPM) stake by 79% in Q2 2026, buying an estimated $3.47M and bringing the position to 25,347 shares worth $8.3M. The position accounts for 0.54% of the portfolio, ranked #23.

Abundance Wealth Counselors first reported a position in JPM in Q2 2019 and has held it in 29 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Abundance Wealth Counselors held 25,347 shares of JPMorgan Chase worth $8.3M as of Q2 2026.
  • Abundance Wealth Counselors bought 11,177 JPMorgan Chase shares in Q2 2026, an estimated $3.47M.
  • JPMorgan Chase made up 0.54% of Abundance Wealth Counselors's portfolio in Q2 2026, its #23 holding.
  • Abundance Wealth Counselors first reported a position in JPMorgan Chase in Q2 2019 and has held it in 29 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.