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Adamsbrown Wealth Consultants’s JPMorgan Chase JPM Stock Holding History

Adamsbrown Wealth Consultants’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 		$717K Buy
2,192
+472
+27% +$147K 0.14% 67
2026
Q1 		$506K Buy
1,720
+4
+0.2% +$1.21K 0.13% 72
2025
Q4 		$553K Hold
1,716
– – 0.15% 59
2025
Q3 		$541K Buy
1,716
+105
+7% +$31.2K 0.15% 58
2025
Q2 		$467K Sell
1,611
-16
-1% -$4.08K 0.14% 54
2025
Q1 		$399K Buy
1,627
+198
+14% +$50.5K 0.13% 59
2024
Q4 		$342K Buy
1,429
+45
+3% +$10.5K 0.12% 66
2024
Q3 		$292K Buy
1,384
+25
+2% +$5.27K 0.1% 73
2024
Q2 		$275K Buy
1,359
+2
+0.1% +$391 0.11% 69
2024
Q1 		$272K Buy
1,357
+52
+4% +$9.38K 0.11% 66
2023
Q4 		$222K Buy
+1,305
New +$198K 0.1% 74

Other funds holding JPM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Adamsbrown Wealth Consultants's JPM Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its JPMorgan Chase (JPM) stake by 27% in Q2 2026, buying an estimated $147K and bringing the position to 2,192 shares worth $717K. The position accounts for 0.14% of the portfolio, ranked #67.

Adamsbrown Wealth Consultants first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 3,256 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Adamsbrown Wealth Consultants held 2,192 shares of JPMorgan Chase worth $717K as of Q2 2026.
  • Adamsbrown Wealth Consultants bought 472 JPMorgan Chase shares in Q2 2026, an estimated $147K.
  • JPMorgan Chase made up 0.14% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #67 holding.
  • Adamsbrown Wealth Consultants first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
  • 3,256 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.