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Act Wealth Management’s JPMorgan Chase JPM Stock Holding History

Act 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 		$276K Sell
842
-50
-6% -$15.5K 0.08% 52
2026
Q1 		$262K Sell
892
-10
-1% -$3.04K 0.09% 50
2025
Q4 		$291K Sell
902
-5
-0.6% -$1.55K 0.1% 44
2025
Q3 		$286K Sell
907
-135
-13% -$40.2K 0.1% 40
2025
Q2 		$302K Sell
1,042
-84
-7% -$21.4K 0.13% 37
2025
Q1 		$276K Sell
1,126
-58
-5% -$14.8K 0.13% 36
2024
Q4 		$284K Sell
1,184
-118
-9% -$27.5K 0.13% 35
2024
Q3 		$275K Sell
1,302
-278
-18% -$58.6K 0.12% 33
2024
Q2 		$320K Buy
1,580
+10
+0.6% +$1.96K 0.16% 26
2024
Q1 		$314K Sell
1,570
-603
-28% -$109K 0.16% 25
2023
Q4 		$370K Sell
2,173
-11
-0.5% -$1.67K 0.2% 24
2023
Q3 		$317K Buy
2,184
+34
+2% +$5.1K 0.21% 21
2023
Q2 		$313K Sell
2,150
-133
-6% -$18.3K 0.18% 23
2023
Q1 		$298K Buy
2,283
+72
+3% +$9.87K 0.18% 23
2022
Q4 		$296K Buy
2,211
+8
+0.4% +$1.01K 0.19% 24
2022
Q3 		$230K Sell
2,203
-422
-16% -$48.4K 0.16% 28
2022
Q2 		$296K Sell
2,625
-161
-6% -$19.9K 0.19% 23
2022
Q1 		$380K Buy
2,786
+37
+1% +$5.46K 0.22% 23
2021
Q4 		$435K Buy
2,749
+559
+26% +$91.8K 0.25% 20
2021
Q3 		$341K Hold
2,190
– – 0.21% 22
2021
Q2 		$341K Sell
2,190
-50
-2% -$7.85K 0.21% 23
2021
Q1 		$341K Sell
2,240
-236
-10% -$34K 0.22% 21
2020
Q4 		$315K Buy
+2,476
New +$277K 0.2% 20

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 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

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

Act Wealth Management reduced its JPMorgan Chase (JPM) stake by 5.6% in Q2 2026, selling an estimated $15.5K and leaving 842 shares worth $276K. The position accounts for 0.08% of the portfolio, ranked #52.

Act Wealth Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $435K in Q4 2021. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Act Wealth Management held 842 shares of JPMorgan Chase worth $276K as of Q2 2026.
  • Act Wealth Management sold 50 JPMorgan Chase shares in Q2 2026, an estimated $15.5K.
  • JPMorgan Chase made up 0.08% of Act Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Act Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Act Wealth Management's JPMorgan Chase position peaked at $435K in Q4 2021.
  • 1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Act Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.