Allworth Financial’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
Other funds holding JPM
Allworth Financial's JPM Position: Q2 2026 in Review
Allworth Financial reduced its JPMorgan Chase (JPM) stake by 10% in Q2 2026, selling an estimated $13.1M and leaving 369,423 shares worth $121M. The position accounts for 0.51% of the portfolio, ranked #29.
Allworth Financial first reported a position in JPM in Q1 2015 and has held it in 46 quarters since. The position peaked at $133M in Q4 2025. 5,132 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Allworth Financial held 369,423 shares of JPMorgan Chase worth $121M as of Q2 2026.
- Allworth Financial sold 42,285 JPMorgan Chase shares in Q2 2026, an estimated $13.1M.
- JPMorgan Chase made up 0.51% of Allworth Financial's portfolio in Q2 2026, its #29 holding.
- Allworth Financial first reported a position in JPMorgan Chase in Q1 2015 and has held it in 46 quarters since.
- Allworth Financial's JPMorgan Chase position peaked at $133M in Q4 2025.
- 5,132 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.