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Ameliora Wealth Management’s JPMorgan Chase JPM Stock Holding History

Ameliora 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 		$4.45M Sell
13,586
-246
-2% -$76.4K 1.32% 22
2026
Q1 		$4.07M Sell
13,832
-299
-2% -$90.7K 1.3% 23
2025
Q4 		$4.55M Buy
14,131
+1,421
+11% +$440K 1.39% 21
2025
Q3 		$4.01M Sell
12,710
-3,054
-19% -$908K 1.33% 20
2025
Q2 		$4.57M Sell
15,764
-7,257
-32% -$1.85M 1.63% 16
2025
Q1 		$5.65M Hold
23,021
– – 2.12% 11
2024
Q4 		$5.52M Buy
23,021
+1,471
+7% +$343K 2.07% 15
2024
Q3 		$4.54M Sell
21,550
-131
-0.6% -$27.6K 1.89% 13
2024
Q2 		$4.39M Sell
21,681
-1,258
-5% -$246K 1.99% 15
2024
Q1 		$4.59M Sell
22,939
-81
-0.4% -$14.6K 2.08% 15
2023
Q4 		$3.92M Buy
23,020
+4,779
+26% +$724K 1.94% 16
2023
Q3 		$2.65M Buy
18,241
+785
+4% +$118K 1.57% 21
2023
Q2 		$2.54M Sell
17,456
-3,447
-16% -$474K 1.57% 20
2023
Q1 		$2.72M Sell
20,903
-9,534
-31% -$1.31M 1.59% 17
2022
Q4 		$4.08M Buy
30,437
+16,819
+124% +$2.13M 2.18% 15
2022
Q3 		$1.41M Buy
+13,618
New +$1.56M 0.76% 41

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

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

Ameliora Wealth Management reduced its JPMorgan Chase (JPM) stake by 1.8% in Q2 2026, selling an estimated $76.4K and leaving 13,586 shares worth $4.45M. The position accounts for 1.32% of the portfolio, ranked #22.

Ameliora Wealth Management first reported a position in JPM in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.65M in Q1 2025. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ameliora Wealth Management held 13,586 shares of JPMorgan Chase worth $4.45M as of Q2 2026.
  • Ameliora Wealth Management sold 246 JPMorgan Chase shares in Q2 2026, an estimated $76.4K.
  • JPMorgan Chase made up 1.32% of Ameliora Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Ameliora Wealth Management first reported a position in JPMorgan Chase in Q3 2022 and has held it in 16 quarters since.
  • Ameliora Wealth Management's JPMorgan Chase position peaked at $5.65M in Q1 2025.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.