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Amplius Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Amplius 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 		$2.07M Buy
6,336
+776
+14% +$241K 0.15% 55
2026
Q1 		$1.64M Sell
5,560
-45
-0.8% -$13.7K 0.14% 59
2025
Q4 		$1.81M Sell
5,605
-966
-15% -$299K 0.15% 54
2025
Q3 		$2.07M Sell
6,571
-3,078
-32% -$915K 0.18% 51
2025
Q2 		$2.8M Sell
9,649
-1,489
-13% -$380K 0.26% 50
2025
Q1 		$2.73M Sell
11,138
-160
-1% -$40.8K 0.28% 45
2024
Q4 		$2.71M Sell
11,298
-1,068
-9% -$249K 0.28% 44
2024
Q3 		$2.61M Buy
12,366
+179
+1% +$37.7K 0.28% 44
2024
Q2 		$2.46M Sell
12,187
-2,250
-16% -$440K 0.27% 48
2024
Q1 		$2.89M Buy
14,437
+102
+0.7% +$18.4K 0.32% 43
2023
Q4 		$2.44M Buy
14,335
+134
+0.9% +$20.3K 0.29% 47
2023
Q3 		$2.06M Sell
14,201
-3,173
-18% -$476K 0.28% 50
2023
Q2 		$2.53M Buy
17,374
+42
+0.2% +$5.78K 0.34% 45
2023
Q1 		$2.26M Buy
17,332
+91
+0.5% +$12.5K 0.32% 49
2022
Q4 		$2.31M Buy
17,241
+997
+6% +$126K 0.37% 47
2022
Q3 		$1.7M Buy
16,244
+9,911
+156% +$1.14M 0.3% 47
2022
Q2 		$713K Buy
6,333
+114
+2% +$14.1K 0.12% 71
2022
Q1 		$847K Sell
6,219
-550
-8% -$81.2K 0.13% 69
2021
Q4 		$1.07M Buy
+6,769
New +$1.11M 0.15% 66

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

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

Amplius Wealth Advisors increased its JPMorgan Chase (JPM) stake by 14% in Q2 2026, buying an estimated $241K and bringing the position to 6,336 shares worth $2.07M. The position accounts for 0.15% of the portfolio, ranked #55.

Amplius Wealth Advisors first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.89M in Q1 2024. 1,772 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Amplius Wealth Advisors held 6,336 shares of JPMorgan Chase worth $2.07M as of Q2 2026.
  • Amplius Wealth Advisors bought 776 JPMorgan Chase shares in Q2 2026, an estimated $241K.
  • JPMorgan Chase made up 0.15% of Amplius Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Amplius Wealth Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's JPMorgan Chase position peaked at $2.89M in Q1 2024.
  • 1,772 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.