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Aurora Private Wealth’s JPMorgan Chase JPM Stock Holding History

Aurora Private Wealth’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 		$1.55M Sell
4,738
-215
-4% -$66.8K 0.98% 28
2026
Q1 		$1.59M Hold
4,953
– – 1.13% 21
2025
Q4 		$1.6M Buy
+4,953
New +$1.53M 1.05% 25
2025
Q2 		$1.45M Buy
5,001
+99
+2% +$25.3K 1.07% 21
2025
Q1 		$1.2M Sell
4,902
-173
-3% -$44.1K 0.96% 27
2024
Q4 		$1.22M Buy
5,075
+137
+3% +$31.9K 0.91% 29
2024
Q3 		$1.04M Buy
4,938
+11
+0.2% +$2.32K 0.82% 31
2024
Q2 		$997K Sell
4,927
-956
-16% -$187K 0.87% 29
2024
Q1 		$1.17M Sell
5,883
-134
-2% -$24.2K 1.01% 26
2023
Q4 		$1.02M Buy
6,017
+22
+0.4% +$3.33K 0.96% 26
2023
Q3 		$869K Sell
5,995
-506
-8% -$75.9K 0.96% 28
2023
Q2 		$945K Sell
6,501
-120
-2% -$16.5K 1.07% 23
2023
Q1 		$863K Buy
6,621
+762
+13% +$104K 0.92% 30
2022
Q4 		$786K Sell
5,859
-1,043
-15% -$132K 0.9% 32
2022
Q3 		$721K Buy
6,902
+816
+13% +$93.6K 0.33% 50
2022
Q2 		$685K Buy
6,086
+169
+3% +$20.9K 0.31% 57
2022
Q1 		$807K Buy
5,917
+263
+5% +$38.8K 0.33% 57
2021
Q4 		$895K Buy
5,654
+122
+2% +$20K 0.39% 50
2021
Q3 		$906K Buy
5,532
+334
+6% +$52.4K 0.37% 58
2021
Q2 		$809K Buy
5,198
+26
+0.5% +$4.08K 0.32% 69
2021
Q1 		$787K Sell
5,172
-1,082
-17% -$156K 0.33% 66
2020
Q4 		$795K Buy
6,254
+84
+1% +$9.39K 0.34% 68
2020
Q3 		$594K Buy
6,170
+36
+0.6% +$3.54K 0.25% 75
2020
Q2 		$577K Sell
6,134
-3,971
-39% -$377K 0.27% 69
2020
Q1 		$910K Buy
10,105
+4,134
+69% +$502K 0.32% 69
2019
Q4 		$832K Buy
+5,971
New +$766K 0.29% 63

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Aurora Private Wealth's JPM Position: Q2 2026 in Review

Aurora Private Wealth reduced its JPMorgan Chase (JPM) stake by 4.3% in Q2 2026, selling an estimated $66.8K and leaving 4,738 shares worth $1.55M. The position accounts for 0.98% of the portfolio, ranked #28.

Aurora Private Wealth first reported a position in JPM in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.6M in Q4 2025. 1,999 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Aurora Private Wealth held 4,738 shares of JPMorgan Chase worth $1.55M as of Q2 2026.
  • Aurora Private Wealth sold 215 JPMorgan Chase shares in Q2 2026, an estimated $66.8K.
  • JPMorgan Chase made up 0.98% of Aurora Private Wealth's portfolio in Q2 2026, its #28 holding.
  • Aurora Private Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 26 quarters since.
  • Aurora Private Wealth's JPMorgan Chase position peaked at $1.6M in Q4 2025.
  • 1,999 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.