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Aletheian Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Aletheian Wealth Advisors’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 		$969K Buy
2,960
+235
+9% +$73K 0.41% 42
2026
Q1 		$802K Buy
+2,725
New +$827K 0.39% 44
2025
Q3 		$944K Sell
2,994
-59
-2% -$17.5K 0.44% 41
2025
Q2 		$885K Sell
3,053
-131
-4% -$33.4K 0.44% 41
2025
Q1 		$781K Buy
3,184
+315
+11% +$80.3K 0.44% 46
2024
Q4 		$688K Buy
2,869
+172
+6% +$40.1K 0.41% 47
2024
Q3 		$569K Sell
2,697
-3,987
-60% -$840K 0.33% 49
2024
Q2 		$1.35M Sell
6,684
-242
-3% -$47.3K 0.71% 32
2024
Q1 		$1.39M Buy
6,926
+1,225
+21% +$221K 0.75% 32
2023
Q4 		$970K Sell
5,701
-266
-4% -$40.3K 0.64% 39
2023
Q3 		$865K Sell
5,967
-336
-5% -$50.4K 0.66% 41
2023
Q2 		$917K Buy
6,303
+4,510
+252% +$620K 0.63% 40
2023
Q1 		$234K Buy
1,793
+295
+20% +$40.4K 0.21% 58
2022
Q4 		$201K Buy
+1,498
New +$190K 0.17% 81

Other funds holding JPM

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 22.94% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Aletheian Wealth Advisors's JPM Position: Q2 2026 in Review

Aletheian Wealth Advisors increased its JPMorgan Chase (JPM) stake by 8.6% in Q2 2026, buying an estimated $73K and bringing the position to 2,960 shares worth $969K. The position accounts for 0.41% of the portfolio, ranked #42.

Aletheian Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.39M in Q1 2024. 3,032 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Aletheian Wealth Advisors held 2,960 shares of JPMorgan Chase worth $969K as of Q2 2026.
  • Aletheian Wealth Advisors bought 235 JPMorgan Chase shares in Q2 2026, an estimated $73K.
  • JPMorgan Chase made up 0.41% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #42 holding.
  • Aletheian Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 14 quarters since.
  • Aletheian Wealth Advisors's JPMorgan Chase position peaked at $1.39M in Q1 2024.
  • 3,032 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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